November 11, 2024

Exciting New Features Unveiled in Our Latest Release!

We’re excited to announce our latest update, packed with powerful features designed to streamline your planning workflow and enhance report accessibility. Here’s what you can look forward to:

New Features Overview

  1. Add Flow and Assignments Grouping in Essential Functions
    • What’s New: A streamlined process for initiating and editing Essential Functions in COOP, BCP, and ECP.
    • Benefit: Ensure that your plans are more fully filled out for each essential function, by providing your team with seamless experience by filling out necessary fields and completing assignments step-by-step. Plus, easily distinguish between assignment buttons for Contacts, Essential Records, Facilities, and Hazards/Risks with the new assignments grouping.
  2. Enhanced Report Accessibility
    • What’s New: Quickly find important reports like the Roll Up Report, Interdependency Report, and Deconfliction Report under the new “Insights / Reports” tab.
    • Benefit: Frequently visited reports are now more accessible.
  3. Assignments Summary on Reassign Contact Roles Screen
    • What’s New: Summary of assignments is now provided before and after contacts are reassigned.
    • Benefit: Simplifies the navigation and management of team roles and responsibilities, making it more intuitive to understand changes at a glance.
  4. Overall Assignments Report
    • What’s New: Access a comprehensive report comparing roles pre-reassignment and post-reassignment.
    • Benefit: After conducting a reassign roles operation, you can conveniently analyze changes through this detailed report.

Why These Updates Matter

These enhancements are designed to empower you in managing your planning processes more effectively. We’re confident that these updates will save you time and make your workflows more efficient.

Thank you for being a valued part of our community! We’re eager for you to experience these new features.

For any questions or feedback, please reach out to our support team.

July 29, 2024

  1. Enhanced Planning Progress Tracking and One-Click Drill Down using Dashboards for Plan Admins and Site Admins | Save valuable time tracking planning progress with our dashboard interface. Now, with just one click, you can dive deep into your plan status, gain instant insight and remind plan managers to update their plans. This enhancement applies to all plan types excluding Security Plans and Emergency Plans.
  2. Streamlined Updates for EOP, ITDR, and Policies and Procedures Workflow with Guided Steps (Edit Flow) | Our guided steps streamline the process, ensuring seamless edits within your annexes (EOP), run books (ITDR), and policies and procedures (ECP) with effortless navigation. This enhancement applies to EOP, ITDR, and ECP plan types.
  3. Embedded Instructions and Revamped Contact Reassign Roles Screen | Navigating and managing team roles and responsibilities is simpler and more intuitive with the provision of embedded instructions and a reoriented reassign roles screen.

These updates underscore our commitment to delivering user intuitive solutions that empower you to achieve more. Elevate your workflow today with these enhanced features.

January 8, 2024

  • Guided Flow and Intuitive Experience for Annexes, Run Books, and Policies and Procedures | Within the Add Annexes flow, users will now see a guided flow through the annexes (EOP), run books (ITDR), and policies and procedures (ECP) sections, making it easier to understand what steps to take next, and a reduction in the number of buttons for the sections specified above to lessen confusion. Additionally, a search/filter capability was added to the agencies section to simplify finding departments/positions to assign primary, coordinating, and supporting agencies to annexes, run books, and policies and procedures. This change applies to EOP, ITDR, and ECP plan types and is accessible by site and plan administrators.
  • More Intuitive Main Menu | The main menu landing page will now display buttons split into multiple categories, including plans, actions, people, places, and things. The plan selection dropdown has been relocated to the top header, providing convenient access to switch between plans from any location within the system and eliminating the need to navigate back to the main menu. Additionally, the “Reports” label has changed to “View Plan.”
  • Quickly Add New Contacts | Easily add contacts in the teams, orders of succession, and delegations of authority sections without returning to the main contact screen.
  • Easily Reassign Roles | If an employee leaves or transfers, users can now easily make multiple assignment changes simultaneously rather than changing each of that person’s assignments individually.
  • Easier Formatting | When copy-pasting in editable text boxes, users can clear formatted styles (bolded text, italicized text, etc.) by highlighting the affected text and clicking the “Clear Formatting” button rather than removing the formatting manually. This change applies to site and plan administrators.

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 o