business recovery information online getting started
TRANSCRIPT
Business Recovery Information Online
Getting Started
Welcome to BRIO: secure and easy-to-use online Disaster Recovery & Business Continuity Planning.
BRIO is designed to deliver your staff critical information when disaster strikes via the browser on
your phone. As the Plan Owner, you decide what Users see when they log in.
Step One - Register
Register your new BRIO account here. You will be asked to fill in basic details about you and your
company or organisation. Make sure you remember your password and the answers to the two
security questions (‘Where were you born?’ and ‘Enter a memorable date’).
Tick the box to accept our terms and conditions, and that’s it! You will be taken to the BRIO Home
Page.
Your name will appear under ‘Registered Users’, with the word (Management) next your name:
You may now register all other users who will be using BRIO by clicking on (Add). You may add
unlimited new Users.
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When adding a new User account, you will be asked to assign a ‘Job Function’ to each new User –
the drop-down box offers such functions as ‘Finance’, ‘Marketing and Sales’, ‘Procurement’, etc.
This is important, as each chosen Function will appear in the main Plan, and is used to send
information to the BRIO user. In other words, this helps tell your staff what they need to do, and
when. More on this later!
Finally, remember to assign the access level of each User within the Plan – either ‘Admin’ (the User
can change things) or ‘View’ (the User cannot change things).
Step Two – Add ‘Sites’
The next heading is ‘Sites’. Here, you can input details of the location(s) to which you want the Plan
to apply. Also in ‘Sites’ is the ability to record details of your IT infrastructure: we recommend you
use this to securely record your usernames and passwords, software licence keys, details of
hardware and backup procedures, telecoms provider, internet ISP, etc.
You may add unlimited new Sites.
__________ © First Recovery Limited 2020
Step Three – Create a Disaster Recovery Plan
The next heading in the BRIO Home Page is ‘Disaster Recovery Plans’. When you click on ‘Add’, you
will be taken to Version 1.0 of your new Plan, automatically named ‘My Disaster Recovery Plan’. You
may change the name to anything you like by overtyping.
Below this follows a series of text boxes, each of which have headings pertaining to your Plan –
‘Emergency Team Contacts’, ‘Employee Contacts’, ‘Key Customer Details’, etc.
Each box has some useful example information on what is expected. You can cut and paste from an
existing Plan if you have one, or simply type in the required data. You can put in as much or as little
as you want, but remember this is information which will be distributed to all staff in an emergency
situation, so make sure you tell people what you want them to do.
You can use the MS Word™ editing tools shown at the top of each box to embolden, italicise, change
font or colour the text, to emphasise certain actions.
EXAMPLE: in the ‘Finance’ window, you might say ‘If a disaster occurs at
or near the end of a month, please contact our payroll supplier
PayMasters Ltd on 0222 2222 222 with immediate effect’).
__________ © First Recovery Limited 2020
Below each text box will appear one or more tickboxes: these are the Job Functions you specified
when adding Users. Simply tick each box that you want a User to see.
EXAMPLE: For a User in the Finance department, you will tick ‘Finance’
under all textboxes relating to the accounting and finance function in
your company (e.g., ‘Insurance’, ‘Key Customer Details’, etc)
In this example, we have also ticked the ‘Management’ and ‘Marketing and Sales’ boxes, as we want
all staff in those functions, when consulting their BRIO app to also be aware of ‘Key Customer
Details’.
You will notice BRIO offers blank text boxes towards the bottom: these are for any special needs
your organisation may have that are not covered by BRIO as standard.
Once complete (you can come back at any time to
add or amend the information!), simply click on the
red ‘Save Changes’ button on the right of your
screen. BRIO will tell you your Plan has been saved
successfully, and ask you to click to continue back to
the BRIO Home Page.
__________ © First Recovery Limited 2020
Step Four – Using BRIO on your phone
Type ‘firstrecovery.co.uk’ into your web browser and select BRIO
from our homepage.
The BRIO button looks like this:
You will be prompted for a username and login, as assigned by the
Plan Owner.
Once logged-in, your personalised disaster recovery plan will
appear.
In this way, all Users will know exactly what to do in the event of a
disaster by consulting their phone or any web browser.
__________ © First Recovery Limited 2020
OPTIONAL - Readiness Questionnaire
This facility tests your organisations resilience to a disaster, and offers help and guidance. Simply
answer each question (they are all ‘yes/no’) and click on ‘Save Changes’ on the right of your screen.
You can then go to an ‘Action Plan’ based upon your answers.
The Action Plan gives an Overview of each issue, an Example, a Checklist of things to do, how BRIO
can help, and finally some useful links.
The Readiness Questionnaire will give you a percentage ‘score’ showing how ready your organisation
is to face and overcome disaster.
You can revisit the Readiness Questionnaire at any time to update your answers. The Action Plan will
change accordingly.
Finally...
More Help Needed?
If you encounter any difficulties, please call us on +44 (0) 207 410 7499 or email