Who is this article for?

Users who want to learn how to archive and delete Risk templates.

No elevated permissions are required.

Effective management of Risk Templates involves not only creating and updating them, but also knowing when to archive or delete them to maintain a streamlined and relevant risk management system. This article guides you through the processes of archiving Risk Templates for future reference and permanently deleting those that are no longer applicable in Lucidity Risk.

1. Archiving Templates
2. Deleting Templates
3. Downloading documents attached to a Template
4. Reporting from the Templates page
5. Further reading

1. Archiving Templates

Video: Archive and Delete Templates

To archive a template, from the Template page:

1. Use filters as required to locate the relevant template
2. Click Filter.
3. Locate the specific template at the bottom of the screen.
4. Click the Actions button to the right of the template.
5. Click Archive.

6. In the pop-up box that appears, select Archive.

7. Archived templates can then be viewed from the archived templates menu.
8. To unarchive a template, follow the same steps from the archived templates menu.

Important: Archiving a template will not automatically remove the template from existing project risk registers. This will need to be managed manually.

2. Deleting Templates

To delete a template, from the Templates page:

1. Use filters as required to locate the relevant template.
2. Click Filter.
3. Locate the specific template at the bottom of the screen.

Tip: Hiding filters can make viewing the results easier.

4. Click the Actions button to the right of the template.
5. Click Delete.

6. In the pop-up screen that appears, click Delete.

3. Downloading documents attached to a Template

To download any documents attached to a template, from the Template page:

1. Click Show Filters.
2. Use filters as required to locate the relevant template.
3. Click Filter.
4. Locate the specific template at the bottom of the screen.
5. Click the Zip icon to the right of the template.

6. A download will commence. This may take some time dependent on Internet speed and number of files.
7. Unzip the file once downloaded (this is usually found in the My Downloads folder under My Computer) and save as required.

4. Reporting from the Templates page

To generate a report for a specific group of templates, from the Template page:

1. Click Show Filters.
2. Select the relevant filters.
3. Click Filter.
4. All results will be displayed at the bottom of the screen.
5. Click Excel Export to generate the report into Excel.

5. Further reading

• Using the Risk register menu
• Understanding the shared features in Risk
• Configuring Risk settings