Navigation:  Management > Plan template >

Adding a plan template

Top  Previous  Top  Next

To create a new risk and control plan, click on the button on the main screen toolbar and, on the screen that will be opened, select one of the options:

New template: Allows you to create a blank template. To do that, in the Plan type field select the type which will classify the plan template. This field may be filled with the default plan type if any type is configured in the general parameters, but it is possible to edit it.

Existing template: Allows you to create a template from an existing plan template. To do that, in the Plan template field, select the desired template.

Existing plan: Allows you to create a template from an existing plan. To do that, in the Plan field, select the desired plan.

After that, click on the button. At this point, the template data screen will be displayed.

 

Note: To add a new template, it is necessary to fill out the required fields in the General data section.

 

General data
Advanced options
Attributes

 

Save the record after filling out the necessary fields.

 

After creating the template, it is also possible to assemble its structure so that at the time of creating plans based on this template, it is imported. To do that, select the template from the records list on the main screen, and then click on the button. Refer to the Assembling the plan structure section for details on how to associate risks, controls and elements with the plan template structure.