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Adding and deleting Risks from a Template
Who is this article for?Administrators who want to add and delete Risks from a Template.
Administrator permissions are required.
Maintaining up-to-date and relevant Risk Templates is crucial for effective risk management across projects and the organisation as a whole. This article explores the processes of adding new risks to existing templates and removing outdated ones in Lucidity Risk.
1. Adding Risks to a Template
To add risks from the master risk registry to 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 Risks to the far right of the relevant template.
- The default view is to display risks that are included in the template already. Use the "Included in Template" and/ or search filters to locate the risk to be added to the template. The details for each risk can also be viewed.
- Next, click Filter.
- Continue using filters until the Risk to be added has been located.
- Click Add to Template on the far right.
- The Risk will now be part of the Template.
Important: Adding a risk to an existing template will not automatically add the new risk to existing project risk registers. This will need to be managed manually.
2. Delete Risks from Templates
Video: Delete Risks from Templates
To delete risks from a template, from the Template page:
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Follow steps 1 - 5 from above.
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Click Remove from Template on the far right of the risk to be removed.
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The risk will now be removed from the template.
Important: Removing a risk from an existing template will not automatically remove the risk from existing project risk registers. This will need to be managed manually.