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  2. BlackBerry AtHoc
  3. 7.15
  4. Situation Response User Guide
  5. Plan and Respond
  6. Create a plan

Create a plan

To create a new plan from an existing plan, see Manage plans in the Plan Manager.
  • Situation Response
     must be enabled. See Enable Situation Response in BlackBerry AtHoc.
  • You must have enterprise administrator, organization administrator, or plan manager permissions 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 an operator with plan manager permissions.
  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
      .
    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 operators who have plan manager, enterprise administrator, or organization administrator permissions 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.