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Status Future consideration
Created by Jamie Goodloe (she/her), MBCP, MBCI
Created on Mar 28, 2023

Enable strategy selection in template for "strategy task" section type

Currently we can build template sections in a plan/doc where we can pull in BIA strategy details in conjunction with tasks (Strategy tasks from BIA), however we cannot select the strategies that should populate as a default in the template. Instead, these must be added manually in each plan, based on what strategies exist in the related BIA.

We'd like the ability to be able to default the types of scenario or specific strategies that should pull in (if they exist) at the template level. Ideally, this would be resolved by allowing the strategies to be pulled in based on the scenario they are tied to so that we could essentially tell the system "this is a section dealing with loss of technology, so pull in any strategies that are tied to loss of technology" in the template. If this is not possible at the scenario level, simply being able to indicate the strategy types at the template level so they default populate in any plans using the template that have them would be helpful.


Solution Platform Business Continuity & Resilience
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