Business Recovery Information Online

Getting Started

Welcome to BRIO: secure and easy-to-use online Disaster Recovery & Business Continuity Planning.

BRIO is designed to deliver your staff critical information when disaster strikes via the browser on

your phone. As the Plan Owner, you decide what Users see when they log in.

Step One - Register

Register your new BRIO account here. You will be asked to fill in basic details about you and your

company or organisation. Make sure you remember your password and the answers to the two

security questions (‘Where were you born?’ and ‘Enter a memorable date’).

Tick the box to accept our terms and conditions, and that’s it! You will be taken to the BRIO Home

Page.

Your name will appear under ‘Registered Users’, with the word (Management) next your name:

You may now register all other users who will be using BRIO by clicking on (Add). You may add

unlimited new Users.

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When adding a new User account, you will be asked to assign a ‘Job Function’ to each new User –

the drop-down box offers such functions as ‘Finance’, ‘Marketing and Sales’, ‘Procurement’, etc.

This is important, as each chosen Function will appear in the main Plan, and is used to send

information to the BRIO user. In other words, this helps tell your staff what they need to do, and

when. More on this later!

Finally, remember to assign the access level of each User within the Plan – either ‘Admin’ (the User

can change things) or ‘View’ (the User cannot change things).

Step Two – Add ‘Sites’

The next heading is ‘Sites’. Here, you can input details of the location(s) to which you want the Plan

to apply. Also in ‘Sites’ is the ability to record details of your IT infrastructure: we recommend you

use this to securely record your usernames and passwords, software licence keys, details of

hardware and backup procedures, telecoms provider, internet ISP, etc.

You may add unlimited new Sites.

__________ © First Recovery Limited 2020

Step Three – Create a Disaster Recovery Plan

The next heading in the BRIO Home Page is ‘Disaster Recovery Plans’. When you click on ‘Add’, you

will be taken to Version 1.0 of your new Plan, automatically named ‘My Disaster Recovery Plan’. You

may change the name to anything you like by overtyping.

Below this follows a series of text boxes, each of which have headings pertaining to your Plan –

‘Emergency Team Contacts’, ‘Employee Contacts’, ‘Key Customer Details’, etc.

Each box has some useful example information on what is expected. You can cut and paste from an

existing Plan if you have one, or simply type in the required data. You can put in as much or as little

as you want, but remember this is information which will be distributed to all staff in an emergency

situation, so make sure you tell people what you want them to do.

You can use the MS Word™ editing tools shown at the top of each box to embolden, italicise, change

font or colour the text, to emphasise certain actions.

EXAMPLE: in the ‘Finance’ window, you might say ‘If a disaster occurs at

or near the end of a month, please contact our payroll supplier

PayMasters Ltd on 0222 2222 222 with immediate effect’).

__________ © First Recovery Limited 2020

Below each text box will appear one or more tickboxes: these are the Job Functions you specified

when adding Users. Simply tick each box that you want a User to see.

EXAMPLE: For a User in the Finance department, you will tick ‘Finance’

under all textboxes relating to the accounting and finance function in

your company (e.g., ‘Insurance’, ‘Key Customer Details’, etc)

In this example, we have also ticked the ‘Management’ and ‘Marketing and Sales’ boxes, as we want

all staff in those functions, when consulting their BRIO app to also be aware of ‘Key Customer

Details’.

You will notice BRIO offers blank text boxes towards the bottom: these are for any special needs

your organisation may have that are not covered by BRIO as standard.

Once complete (you can come back at any time to

add or amend the information!), simply click on the

red ‘Save Changes’ button on the right of your

screen. BRIO will tell you your Plan has been saved

successfully, and ask you to click to continue back to

the BRIO Home Page.

__________ © First Recovery Limited 2020

Step Four – Using BRIO on your phone

Type ‘firstrecovery.co.uk’ into your web browser and select BRIO

from our homepage.

The BRIO button looks like this:

You will be prompted for a username and login, as assigned by the

Plan Owner.

Once logged-in, your personalised disaster recovery plan will

appear.

In this way, all Users will know exactly what to do in the event of a

disaster by consulting their phone or any web browser.

__________ © First Recovery Limited 2020

OPTIONAL - Readiness Questionnaire

This facility tests your organisations resilience to a disaster, and offers help and guidance. Simply

answer each question (they are all ‘yes/no’) and click on ‘Save Changes’ on the right of your screen.

You can then go to an ‘Action Plan’ based upon your answers.

The Action Plan gives an Overview of each issue, an Example, a Checklist of things to do, how BRIO

can help, and finally some useful links.

The Readiness Questionnaire will give you a percentage ‘score’ showing how ready your organisation

is to face and overcome disaster.

You can revisit the Readiness Questionnaire at any time to update your answers. The Action Plan will

change accordingly.

Finally...

More Help Needed?

If you encounter any difficulties, please call us on +44 (0) 207 410 7499 or email

customers@firstrecovery.co.uk