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Creating a new Template for Risk
Who is this article for?Administratorswho want to create a new Template to group master risks together.
Administrator permissions are required.
Risk templates are invaluable tools for streamlining the risk management process and ensuring consistency across various projects within an organisation. This article guides you through the process of adding Risk Templates in Lucidity Risk.
- Templates menu
- Adding a Template
- Copying Templates
- Editing admin details in a Template
- Further reading
1. Templates menu
Templates are used to group master risks together for use within project risk registers. Each template will become a risk grouping within the project risk register and can be renamed within the project risk register to suit the stages or terminology being used within the project if required.
Video: Templates Menu Overview
In the Templates page, administrators can:
- Add, edit and view templates.
- Copy, archive or delete templates.
- Download documents attached to templates.
- Use a variety of filters in isolation or combined to select templates to view.
- Export lists of templates to Excel.
2. Adding a Template
Important: Only the system administrator has the permission to add, edit and delete templates. This should be managed very carefully to retain the integrity of the system and to avoid duplicate templates. It is a worthwhile exercise to create a standard set of guidelines that all new templates entered must follow.
Video: Add a Template
To create a new template, from the Templates page:
- Click Add New.
- Complete the fields (see table Definitions of fields below).
Note: The details captured for each template may vary slightly between each system configuration. Fields marked with * are mandatory.
2.1. Definition of fields
There are a range of filters that can be used to classify each template. These can assist when filtering or sorting templates and can be edited via the Settings tab.
|
Name |
Definition |
|---|---|
|
Template Name |
Name the template so it is easily identifiable. |
|
Owner |
Denotes the owner of the template. |
|
Primary Category |
Apply a primary category to the Template such as Plant and Equipment, Business. |
|
Secondary Category |
Apply a secondary category to the template such as Fixed Plant, Hand Tools, Mobile Plant. The second category is generally not used. |
|
Spare |
A spare filter can be used if required. |
Upload any relevant documents by:
- Click Add Document.
- Locate the document.
- Click Open.
- Enter the file name and description as applicable.
- Click Upload.
- Click Save to create the template.
3. Copying Templates
If a new template is similar to an existing one, the existing template can be copied from the template page by clicking the Copy button from the actions button. Make any necessary changes and save the new template.
4. Editing admin details in a Template
To edit the admin details in a template, from the Template page:
- Click Show Filters.
- Use filters as required to locate the relevant template.
- Click Filter.
- Locate the specific template at the bottom of the screen.
- Click Admin to the far right of the relevant template.
- Adjust fields as required.
- Click Save to keep the changes.