Yes!

Create a subfolder specifically for board documents under the “Resources” folder in the Files area. Adjust the subfolder’s roles so that only board members (whatever user role(s) you use for board members) can access the folder and its contents. Then, upload your board packets/documents inside the subfolder. Members assigned to the role you chose will see this folder and its contents on the Resources page of the system.

Review the user guides for detailed instruction on uploading and securing documents for and assigning roles to users.

Main Chapters: Click the “Reorder” icon located in the upper left, just above the content list.

Content within a Chapter: Click the “Reorder” icon next to the main Chapter title.

Sub-sections: Click the “Reorder” icon next to the content item that contains sub-sections.

This will take you to a screen where you can drag and drop using the dots on the left-hand side, or click on “Sort by Section Number” or “Sort Alphabetically”:

Once you have the content ordered the way you want, scroll to the bottom and click Save:

The BIA scoring is done by assigning points to the impacts of each identified business process using the three general event types: Facility, Systems, and People. For each event type, the credit union determines if there is a significant Customer, Financial, Legal/Regulatory, or Data Loss impact, and if there is an overall risk for Reputational impact. Each Yes response is assigned a point value, and the higher the points assigned, the higher the Business Impact for that process. The overall BIA score is used in conjunction with the Recovery Time Objective to help prioritize the order of recovery for critical processes.

RecoveryPro includes template worksheets to assist with the development of the Business Process Summaries. These worksheets help calculate the BIA score using information input by the credit union. The support team will use the completed worksheets to assist with the initial creation and formatting of the credit union's Business Process Summaries.
 

Model content for the Business Process Summaries can be found in Section 2700 and more information on the Business Impact Analysis Process can be found in Chapter 5000 of RecoveryPro. 

Each Business Process Summary includes the following information:

1. Process identification and workflows.
2. Business Impact Analysis Scoring, Recovery Time Objectives (RTO), and Recovery Point Objectives (RTO).
3. Planning - recovery strategies, considerations, and resource needs for each impact event type (facility, systems, and people).

Our recommendation is to use the Revised Date for documenting changes made to your content, the Reviewed Date to document your internal review (even if no changes are made), and Board Approved Date to document the Board's review of the policy (even if no changes are made). Board members are expected to review "major" policies on an annual basis, so your examiners will be looking specifically for the Board Approved Date, which should coincide with your documented meeting minutes.

The Business Impact Analysis (BIA) is created within the Business Process Summaries in RecoveryPro. RecoveryPro provides over 40 Business Process Summary (BPS) samples, organized by functional area, to assist in this process.