The Key Resources section asks you to identify the most necessary people and resources required to sustain your Critical Functions during adverse events. Departments at Case Western Reserve should complete these sections to the best of their ability, and then attach any additional, relevant information to the Document page. For example, employee contact lists may be attached to the Document page; however, the person responsible for maintaining that list should be indicated on the Key Resources page.

Access the Service

• Access the service at: http://case.kuali.co/

Common Issues/Questions

How do we identify key resources and people?

1. The Key Resources sections can be completed out of order, but each must be completed. You may switch between sections using the left navigation menu. The sections are:

• Staff basics: Identify who holds key information, such as contact lists, website editing rights and passwords.
• Key people: List the staff who you would call upon first in a time of crisis. These are the people who have the experience, skills or authority to help "sort things out" and plan the next steps.
• Work from home: Many employees have jobs that could be done entirely or partially from home. List the names of faculty and staff who could do at least part of their work from home if they had adequate computers and high-speed internet access.
• Skills: Indicate the skills needed to perform your department's critical functions.
• Staffing requirements: Identify how many and what types of staff in your department might be available to assist elsewhere.
• Staff of other units: Identify the most important people from other university departments whom your staff will need to contact within the first few hours or days after a disruptive event.
• Stakeholders: List the other people that your staff may need to contact after a disruptive event. This includes vendors, clients, project partners and donors.
• Documents: Upload the key documents you have identified for all of your department’s critical functions.
• Equipment and supplies: Indicate the minimum equipment employees need to perform your department’s Critical Functions.
• Facilities and Transportation: List the special space, facilities, utilities, transportation and other resources needed to perform your department’s Critical Functions.
• After providing information for each section, be sure to click the Save button, if present, at the bottom of the page. For more information on completing these sections, review the Guidance area in the right sidebar of each Key Resources page.

How do we administer plans in progress?

1. You may need to print, restrict, update or otherwise administer your department’s business continuity plan. You may perform these actions by clicking items beneath “Plan - In Progress” in the left navigation menu. The administrative functions include:
    

• View or print plan: Display your business continuity plan in a format that is easy to print and read.
• Download documents: Download documents that have been uploaded for your department’s business continuity plan.
• Action items summary: Review or add Action Items for your department’s plan. See Defining Action Items for more information on providing Action Items.
• Manage plan access: Control access to your department’s continuity plan by adding users and assigning roles on this screen. Roles in CWRU Ready are:
  • Plan Managers: Managers use this screen to control plan access. The creator of the plan is automatically a Manager. Once granted, a person's access permissions remain valid until removed or changed via this screen. Managers can add other Managers and edit the plan.
  • Plan Editors: Users assigned the Plan Editor role can edit and view the plan, but cannot manage access for other users. Editors do not have access to this screen.
  • Plan Viewers: Users assigned the Plan Viewer role can view, but not edit the plan. Viewers do not have access to this screen.
• Update plan status: Indicate if your plan is Complete, In Review or Current. New plans are set to In Progress by default.
• Plan contacts: Manage the contact information for those who can answer questions about your department’s plan.