Settings – Risk Assessment – Risk Templates

This area allows you to define templates with information which can be used during the Risk setup to save time when creating a large numbers of assessments. It excludes those criteria that generate a rating and make it easier for users to add risks that may be common across the organisation.

• STEP 1: Click Risk Templates.

Open

Figure 1.1

• STEP 2: Click the New button to create a new risk template.

• STEP 3: Define a name for your template and enter all data that will be common to the risks your users will be creating.

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Figure 1.2

• STEP 4: Click the Save button to save the details.

Within risk assessments, this appears as a button which pops up a window to display the available templates when clicked. Users can click on the desired template to make their selection which will populate their blank risk assessment with data.

You can duplicate the existing template by clicking the Duplicate button. To delete, click on the Delete button.