Create a plan

Tip: To create a new plan from an existing plan, see Manage plans in the Plan Manager.
  • AtHoc Situation Response must be enabled. See Enable Situation Response in BlackBerry AtHoc.
  • You must be an Enterprise Administrator, Organization Administrator, or Plan Manager to create a new plan.
  • Create any alert and event templates that you want to use in the plan.
  1. Log in to the BlackBerry AtHoc management system as a Plan Manager, Organization Administrator, or Enterprise Administrator.
  2. Do one of the following:
    • In the navigation bar, click Plan > New Plan.
    • In the navigation bar, click Plan > Plan Manager > New.
  3. On the New Plan page, in the Summary section, select a Category from the list.
  4. In the Summary section, enter a plan name.
  5. Optionally, enter a description. The maximum number of characters is 200.
  6. In the Expected Duration section, select the number of days, hours, and minutes.
  7. Optionally, in the Location section, click Add to include a location for the plan.
    1. On the Full Map screen, select a predefined location or create a custom location.
    2. Click Apply.
    Note: The map appears as a read-only map on the plan summary. This map cannot be used for targeting alerts or events.
  8. Optionally, in the Reviewers section, click Add Reviewers to add additional reviewers.
    1. On the Add Reviewers screen, select available reviewers.
    2. Click Apply.
    Any operator in the organization can be added as a plan reviewer. External operators cannot be added as plan reviewers.
  9. Optionally, click Set Approver to change the default plan approver. The Plan Manager who creates the plan is the plan approver by default.
    1. On the Choose Approver window, select a plan approver. Only Plan Managers, Enterprise Administrators, and Organization Administrators and who have not been added as a plan reviewer can be selected as the plan approver.
    2. Click Apply.
  10. In the Steps section, select a plan type from the Select Type list. Select from the following step types:
    • Create Alert: Select an alert template from the pull-down list that appears. Only alert templates that are ready to publish appear in the list.
    • Create Attachment: Add up to 5 attachments totaling up to 1 MB. Click View/Add Attachments. In the View/Add Attachments window, drag files or click Browse and then browse to and select the files you want to add and then click Apply.
    • Create Collaboration: Click Set Users & Groups. In the Set Users & Groups window, select the Users or Groups tab, select the users or distribution lists you want to include in the collaboration, and then click Apply. Only users who have registered on the BlackBerry AtHoc mobile app can be added to the collaboration.
    • Create Event: Select an accountability event template from the pull-down list that appears. Only event templates that are ready to publish appear in the list.
    • Free Text: Enter a maximum of 4000 characters of text.
  11. Optionally, for alert and event steps, click Preview to open a window that displays the details of the selected alert or event template.
  12. Optionally, for collaboration steps, click Preview to open a dialog that displays the users and groups who have been invited to join the collaboration.
  13. In the Steps section, enter a Step Name.
    For alert and event type steps, when you select the template, the Step Name field is automatically populated with the name of the template. You can edit this field.
  14. Optionally, enter a step description. The maximum number of characters is 200.
  15. Click Save.
The plan is created and can be viewed and edited in the Plan Manager. The plan has a draft status and cannot be used to create an incident until the plan has been reviewed and approved.