Creating and editing project Risk registers
Who is this article for?Administrators who want to create Risk registers.
Administrator permissions are required.
Project Risk registers are essential tools for identifying, assessin
g, and managing risks specific to individual projects within an organisation. This article guides you through the process of creating project Risk registers in Lucidity Risk, demonstrating how to leverage existing templates, customise risk profiles, and establish effective risk management practices tailored to each project's unique requirements.
1. Create project Risk registers
Video: Create Project Risk Registers
To create a new project risk register from the Risk Registers page:
- Click Add New.
- Enter a title for the project risk register.
- Populate relevant organisational fields (division, project etc).
- Select applicable risk templates to be included in the project risk register by:
- Click Add under the heading Applicable Risk Templates.
- Select the required template from available templates:
- The search engine is intuitive and only part of the template title may be required. If too many results are returned, enter additional words into the search or use categories to narrow the results.
Note: once selected, the only way to remove a Risk Template is by using the Clear Selection button which deselects all selected Risk Templates.
- Next, rename the template if the existing name does not suit the specific project.
Note: This does not affect the master template name.
- Click Save (or Save and New to enter another template immediately). Selected templates are now displayed.
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Once added, the buttons on the far right of each template allow for:
- Reordering of the templates (the display order here sets the display order in the project risk register).
- Edit a template.
- Delete a template from the list.
1.1. Add comments or review points
- Click Add under the comments/review heading.
- Click Save (or Save and New to add additional comments).
- You can Edit or Delete a comment to the right hand side.
1.2. Upload any required documents
- Click Add Document under the upload a file heading.
- Click Open once you've located the document you want to upload.
- Enter the file name and description as applicable.
- Click Upload.
- The document can also be edited or deleted.
- Click Save to create the project risk register and return to the risk registers menu.
2. Copying Risk registers
If a new project risk register is similar to an existing one, the existing project risk register can be copied from the risk registers page by clicking the Copy button from the actions button. Make any necessary changes and save the new project risk register.
3. Edit Project Risk Registers
Video: Edit Project Risk Registers
To edit existing project risk register templates from the risk registers page:
- Click Show Filters.
- Select the relevant filters.
- Click Filter.
- Click the Admin button on the far right of the project risk register.
- Update required fields
- Click Save.