September 24, 2023

We’re excited to share new updates to the BOLDplanning platform, live as of September 24, 2023.

  • Protect Essential Records and Resources Information | Site administrators can now lock fields, disable backport buttons, and disable add buttons. This aids in maintaining consistency throughout the essential records/resources section and eliminates the issue of mismatched data between levels.
  • Enhanced Search Capabilities | Searching within the essential records/resources section is now easier with the ability to use new “Filtered By” and “Position” filters.
  • New Facilities and General Information Page Custom Fields | Users with appropriate access can now add custom fields via the “Add/Edit Custom Fields” button on the administrative controls page, providing the ability to include additional information in the facilities section and general information page.
  • SFTP Integration for Essential Records | This feature allows you to set up automatic secure file transfers. Data such as essential record name, description, type, etc., can be regularly uploaded from other systems by sending a CSV file through secure file transfer protocol (SFTP).
  • Improved Helper Tips | We are continually improving and enhancing the BOLDplanning helper tips throughout the platform.​​​​​​

July 10, 2023

We are excited to share new updates to the BOLDplanning platform, live as of July 10, 2023.

  • Response Actions Report | Users can now quickly run response actions reports in the event of an emergency and view the information in a Word report, allowing you to quickly determine what needs to be done immediately during an emergency and spring into action. This report is available for EOP, ECP, and ITDR.
  • Plan Maintenance Info Added to Plan Summary Report | You now have full visibility into plan maintenance information, including plan update, plan review, and plan approval statuses, by recording the information on the general information page and viewing it in the plan summary report. By default, plan updates can be performed by plan users; plan review and approval can be done by plan administrators. Site administrators can modify these permissions.
  • Updated Rollup Report Section | Users can now view rollup reports by plan type and industry type, provided the module related to the rollup report section is already available.
  • Import from Excel for Essential Functions Now Available | The Global Solutions Team can now work with users to quickly and efficiently upload essential functions using an Excel spreadsheet. This will remove the need to manually input essential functions into the platform and simplify the process.

December 5, 2022

We are excited to share new updates to the BOLDplanning platform, live as of December 5. This release focuses on ease of use and reporting. 

 Ease of Use Improvements: All Plans 

  • Facility Manager | When a facility manager is assigned to the common data area, it is now carried over to the sub plans when imported or reassigned. (This is for new imports and reassignments only, not retroactive.) 
  • Easier Editing of Base Plans and Annexes* | The customizable base plan and annex windows will take up the greater portion of the page and make text formatting more consistent. You can now click a button to maximize the window, and we added a “Paste from Word” button to help resolve copy/paste inconsistencies. Finally, easily access the pro-helper tip to view best practices for base plan and annex operations.
    *Annexes – This includes “Annexes/ESF” for Emergency Operations Plan, “Policies & Procedures” for Healthcare Emergency & Continuity Plan, and “Run Books” for ITDR Plans 

Ease of Use Improvements: Emergency Operations Plan (EOP), Healthcare Emergency & Continuity Plan (HCECP), and IT Disaster Recovery (ITDR) Users Only  

  • Ability to Restrict Editing for Plan Sections in the Base Plan and Annexes* | Site administrators can now control which sections of the base plans and annexes can be edited by plan administrators, preventing plan administrators from accessing sensitive information like system tags and service agreements.
    *Annexes – This includes “Annexes/ESF” for Emergency Operations Plan, “Policies & Procedures” for Healthcare Emergency & Continuity Plan, and “Run Books” for ITDR Plans 
  • Customize Annex* Button | The “Customize Annex” button has been copied next to “Annex Details” and “Annex Actions,” thereby requiring fewer clicks to access.
    *Annexes – This includes “Annexes/ESF” for Emergency Operations Plan, “Policies & Procedures” for Healthcare Emergency & Continuity Plan, and “Run Books” for ITDR Plans 

Enhancements to Reporting: Emergency Operations Plan (EOP) and IT Disaster Recovery (ITDR) Users Only 

  • Action Checklists by Departments Report | Under the Main Menu Reports module, access “action checklists by department” with the same content as “action checklists by annex” with content sorted by departments instead of annexes. 
  • Action Checklists by Departments (Rollup Report) | Within the “Roll Up Report” section, access “action checklists by department” with the same content as “action checklists by annex” with content sorted and filtered by departments. 

 

June 27, 2022

BOLDplanning, a division of Agility Recovery, is excited to announce that updates to your BOLDplanning platform will be available on Monday, June 27, 2022. This release is focused on adding more flexibility of use, including enhancements to reporting features, integration capabilities, compliance, and pandemic planning information. Feature highlights are included below.   

Enhancements to Reporting  

  • Additional Facility Reporting Options | With more facility types available in reporting, you can now report by facility type, facility name, city, state, etc. For example: separately report on Shelter Locations, Landing Zones, or Warning Points. If you would like to utilize this feature, reach out to your BOLDplanning Global Solutions Manager for implementation.   
  • New Staff Roster Reporting Options | You can now report on contacts by department type, division, city, etc., in addition to staff member type. This will make it easier for you to quickly identify and communicate with specific groups of people during a critical event. If you would like to utilize this feature, reach out to your BOLDplanning Global Solutions Manager for implementation.  

Integration Capabilities  

  • SFTP into BOLDplanning | This feature allows you to set up automatic secure file transfers. Data, such as employee names and contact information, can be uploaded from your systems to BOLD using secure file transfer protocol (SFTP) on a regular basis without manual intervention.   

Compliance   

  • “Vital Records” Changed to “Essential Records” | Per FEMA guidelines and recommendations and to ensure you’re compliant with auditors, we’ve changed the terminology from “Vital Records” to “Essential Records” throughout the BOLDplanning platform. No additional action is needed as these changes have been applied by the BOLD team.  

Pandemic Planning Information  

  • Pandemic Annex Document | The Pandemic Annex Document has been updated in response to the current, ever-changing landscape. Use this template to ensure your pandemic plans are up to date. No additional action is needed as these changes have been implemented by the BOLD team.  

If you have any questions on the new features in this release, you can contact us at help@boldplanning.com.