This article serves to assist End User customers  to configure plans from Templates available or adding a new Plans from scratch.


When first configuring the Plan4Continuity system for your company use one of the key areas that will be setup  other than Administrative and Notification users would be plans. Plans can be added from scratch or from pre-existing templates provided by Plan4Continuity or from your MSP that may provide templates custom built by the MSP for their customer base or specific industry.


Adding Plans from Template:


  • The fist step is to click on the Plans section and then on "all plans" as shown below.
  • Once in the Plans menu you will notice 2 options, "Copy Plan" and "Add New"
  • To use existing Templates available from Plan4Continuity or your MSP, click on the "Copy Plan" button as above. This will bring up the screen below.
  • From here select from the various options and copy and modify the selected templates.




Creating a New Plan



  • The fist step is to click on the Plans section and then on "all plans" as shown below.
  • Once in the Plans menu you will notice 2 options, "Copy Plan" and "Add New"
  • Now select the Add New option to create new plans or templates (Template creation is only available under the Channel or MSP partner login). Please see End-User and Channel/MSP views below.




  • End-User view
  • Channel/MSP View