Creating a Risk - 1. Reference | 2. Overview Templates

The RiskPlan Reference Template automatically generates and contains the metadata of each Risk Record - Who created it, the date of creation and a unique Risk reference, a Risk ID.

1. Reference Template

• Originator - The person that created the Risk Record.
• Date - The date the Risk Record was created on.
• Reference - System generated unique Risk ID.

 The RiskPlan Overview Template enables you to capture a Risk's summary information with speed.

2. Overview Template

Add and capture data via any of the below Fields:

• Title - A short label surmising the Risk.
  • A Title MUST be present for the Risk Record to save
• Owner - Who is responsible for the oversight of the Risk?
• Type - Classify the kind of Risk from an extensive selection.
• Project - Is the Risk associated best to an ongoing or future planned project?
• Business Unit - Can the Risk be aligned to a particular business unit?
• Team - Is the Risk specific to a Team within your organisation?
• Description (IF... THEN...) - Describe the Risk in more detail: IF this happened THEN... could occur...
• Areas Impacted - What segments of your organisation are most susceptible to the described Risk?

For entry information on the remaining two Templates: 'Analysis' and 'Mitigation Plan' please see here.

For Template Tips and Help Text please see here.