Saving a Risk or an Opportunity as a Template

A risk or an opportunity can be saved as a template by the Process Owner.

Any existing controls are carried over into the template. The templates are then managed by the Risk Manager on the Risk Management page, see Templates for Risks and Opportunities.

Prerequisites

You must be the Process Owner of the process.

You have added a risk or an opportunity to a process or a process element.

Context

A typical risk or a typical opportunity is to be saved as a template in order to simplify the recording of similar risks and opportunities.

Any existing controls are saved as well.

The templates are managed by the Risk Manager on the Risk Management page.

How to Proceed

1. Select the process or the process element whose risk or opportunity you want to save as a template.

   The risks and opportunities recorded for it so far are listed.

2. Click the risk or the opportunity that you want to save as a template.

   The details are expanded.

3. To save the risk or the opportunity as a template, select ⋮ Save as Template.

   The risk or the opportunity is saved as a template. The Save as Template command is disabled.

4. Click the name of the risk or the opportunity again to collapse the details.

   The details are collapsed.