BOLDplanning Release Notes | BOLDplanning Inc.

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.

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

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

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.