Shield Quick Start Guide:
Welcome to the Shield Quick Start Guide! We’re excited to provide you with a simple and secure business continuity planning experience.
While Shield is pretty easy to use, we’ve put this Quick Start Guide together to remove any guess work and ensure you leverage all of the great features Shield has to offer.
We broke the Shield Quick Start Guide into 3 parts:
Part 1. Before you get started with Shield:
In this section we’ll give you a few things you may want to consider before you start using Shield to ensure you have the best possible user experience.
Part 2. Getting Started with Shield:
With the foundation set in Part 1, Part 2 is the largest section of the guide where we walk you through the best way to start building your plan in Shield.
Part 3. Training, Mentoring and Ongoing Support:
If you need help along the way, Part 3 outlines all of the resources you have available to you.
This guide assumes that you, the reader, are a Shield Administrator and will be responsible for setting up the basic structure of Shield for your organization and granting access to Shield Users.
Throughout this guide, there are hyperlinks to our support pages to show you how to execute the steps we have laid out for you.
Part 1. Before you get started with Shield:
- Browser Selection:
- Information Security infrastructure and Shield:
If your organization uses an email gateway to filter inbound email, it may just filter out your Shield password too! We recommend speaking with your IT department about white labeling kingsbridgebcp.com so that password emails and replies from our support team get through to you uninterrupted.
- Shield Communication Tools:
Are you a financial institution, or a municipality? We have specialized templates for each of these sectors. Just contact us if you’d like us to switch up your template to one of these two.
If you already have your plan written, contact us about our plan migration services to get your existing plan in Shield.
Part 2. Getting Started with Shield
Step 1. Passwords
So you’re now ready to login and use Shield. You should have already received your password to Shield so use that to login and be sure to change that password to something you’ll be able to remember.
Shield only requires that a password have a minimum length of 6. For something more robust you may be interested in setting a custom password policy that aligns with the security policies within your organization.
Step 2. Plan Markup
Plan Markup allows you to populate frequently used information that is subject to change by using short forms that represent lengthier content (e.g. company address, company name, terminology, key systems). These short forms and their replacement content are stored in the Plan Markup table.
One of the first things you’ll want to do before you start creating your plan in Shield is to update the Plan Markup table. Enter the correct replacement information for your organization and determine if there are additional plan-markups that you may want to add.
Step 3. Load Data Tables
In order to start building your plan, there are some data tables that you’ll want to import into the Supporting Data section of Shield. Data entered into this section can be used to create reports in your plan, complete BIA surveys, build teams and grant access to Shield.
Start with importing your personnel table as that will allow you to build your teams and grant access. Once the personnel table is in, you can import other data tables that may be helpful to support your plan.
Step 4. Granting Initial Access
If you’re using a Gold or Platinum level account, you may have other Administrators that will be helping you with getting Shield set up for use. You can grant access to other Administrators to help you with the process.
Step 5. Decide on your teams
Shield is designed with a team concept in mind. People who are on teams, only see the content for the teams that they are a part of as well as any content created outside of a team.
The next step in building your plan in Shield is to decide what teams you want in your plan. You can use an existing team in the template and modify the name to suit your organization, or you may want to add a new team. Finally, there may be teams in the Shield template that don’t apply to your organization at all. These you can simply remove.
Step 6. Determine your team membership
Once you’ve determined your teams, you’ll want to think about who should be on these teams as well as what role they will play – Team Leader, Alternate Team Leader, Team Member. Add people to your teams to give you a sense of who your key players will be in your plan.
Step 7. Enter/modify content
Step 8. Add Supporting Documents
With the basics of your plan created in Step 7, there may be additional supporting documentation that you’d like to add to your plan. Upload documents to your plan under specific teams or to the Public folder.
Step 9. Modify other modules
There are other modules in Shield, outside of the Team Response that contain information that you may want to include in your plan. Take some time to review the other information in the My Plan component and edit as you see fit. Then consider whether you want to grant access to any of these other modules (See Step 10.)
Step 10. Grant access
With your plan ready to go, you are now ready to grant access to your team members. By default, they will be granted access to the Team module inside “Response” but you can modify their access to see other modules and components too.
You’ll want to decide how you want to manage changes to your plan and therefore whether to grant Read Only or Read/Write access to team members.
Other Features to explore:
Part 3. Training, Mentoring and ongoing support
In addition, if you’d like some assistance with writing your plan and identifying the best way to leverage Shield to support the maintenance of your plan, you have mentoring hours every year (depending on your Shield subscription). Contact support if you’d like to arrange a mentoring session.