Who is this article for?

Administrators who want guidance on creating a risk register in Assurance.

Administration Access is required.

To create a risk template (or any register template that needs to include a risk assessment function), you need to take the following steps.

In this article, you will learn about:

1. Creating a Register Template in Assurance
2. Adding a Risk Assessment Field to a Register Template
3. Editing the Risk Assessment Settings
4. Activating the Risk Register Template
5. Adding Risks to the Risk Register

Please note
Risk templates may be available as part of your subscription. To learn more, please contact your Ideagen Main Contact.

1. Creating a Register Template in Assurance

1. Select on the Admin Gearwheel and select Register and Form Templates.
2. Select on the +Create Register and Form Template button.
3. Either select an existing template as a basis by clicking on a risk template in your list of templates (if not in the list, on your Sandbox site there will be a Risk Template if you select 'Copy From Library') OR select on Create Your Own to create a brand new template.
4. If you use an existing template (recommended) you can use the Copy feature to create a new risk template

5. As with any other Assurance template creation, you need to give your new copied template a Name (e.g. Operational Risk Register), Prefix (e.g. OPR) and apply it to a Category (e.g. Risk).

2. Adding a Risk Assessment Field to a Register Template

If starting from scratch (create your own) to create fields, select on Fields and add any new fields that you want to capture around these risks. To create the risk assessment, select on the + Add Risk Matrix button.

3. Editing the Risk Assessment Settings

To edit the settings around the Risk Assessment, select on the name of the Risk Assessment field, then select on the Edit Settings button.

Risk Assessment Settings
To learn more about editing your risk assessment settings, refer to the Adjusting the Risk Assessment Settings section on the How to Set Up Risk Reviews in Assurance article.

4. Activating the Risk Register Template

When you are completed setting up your template, remember to select on the Activate button to make it an Active template.

5. Adding Risks to the Risk Register

To add the content to your new Risk Register, you can either create risks one by one or import them.