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To edit the data of a risk plan template, select it in the main record screen and click on the  button.
▪In the plan templates that have a type configured with a "Simplified" or "ISO9000 based" revision template, before editing the record data, it is necessary to enable changes in the template. ▪For plan templates that have a type configured with revision process by Workflow, the system will ask if you wish to instantiate the process. Click on OK. At this point, the workflow ID # will be informed and the activities will be sent to the appropriate executors. The system will also open the data screen for the creation of the plan revision, so that the necessary data is informed. Refer to the Revision section for further details on the configuration and revision creation by workflow. |
The fields in this section will be displayed completed as entered during the addition of the template, and they can be edited. See a detailed description of the fields available for editing in the Adding a plan template section.
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This section will only be displayed if the plan type has revision control via Workflow or based on the ISO9000 standards. Thus, if it is necessary to complement the revision information, it is possible to access and edit its data. To do that, open the data screen of the record that is under revision and access the "Revision" section. At this point, the information regarding the revision that is in progress will be displayed in the record data:
This section displays general information on the record revision:
General
In this section, it is possible to enter the Reason for creating the revision. The reasons displayed are recorded in the "Configuration  Revision Reason" menu. If you have permission, a button that allows creating a new reason will be displayed next to this field. This section also displays some information on the revision in progress, such as revision ID #, status or step.
Control
In this section, it is possible to define the dates scheduled for the start and end of the revision. The actual start and end dates are filled out by the system. This section also displays the user responsible for creating the revision. The responsible user for releasing the revision will be automatically filled out once the revision ends.
Description
Use this field to enter additional descriptions of the process revision.
Explanation
Use this field to justify the process revision. If it has been configured in the knowledge base, filling out this field may be mandatory.
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This section will only be displayed for revisions whose type has been configured as the ISO9000 standard. Filling in the information in this section depends on the Route type selected in the template type. If the route is:
▪Fixed & unique: The participants may not be edited. ▪Fixed: Participants may only be selected through a revision route. ▪Variable: Participants may be selected through a route or through the buttons in the bottom part of this section, displayed below.
Field
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Cycle
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Displays the number of the revision cycle. If so, select the previous cycles to view the members of the responsible route who performed the previous revisions of the plan.
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Status
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Displays the "Under revision" status while the revision is still in progress. After the revision is released, displays the "Finished" status.
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Start
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Displays the data on which the revision was created.
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End
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Displays the closure date of the revision.
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Closure
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Displays the data of the user who finished the revision. If the closure is automatic, the name of the user who executed the last configured revision step will be informed.
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In the bottom part, it is possible to view and establish the participants of the requirement mapping revision route, according to the definitions of the type in question. If the configured route type is Variable and a revision route is entered, the participants will be displayed in the list of records on this tab. If no revision route has been entered, it is possible to configure the desired participants. To do that, use the toolbar buttons next to the list of records:
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Click this button to add a participant in the plan revision. View the Configuring a revision route section to obtain a detailed description of how to add a new participant. If the participant is being added to a route associated with the revision, this addition will only be valid for the revision of the template, not being replicated to the route record made through the Configuration Revision Route menu.
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Click on this button to change the sequence, deadline, or checklist of the participant.
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Click on this button to view the responsibility flow of the revision route.
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Click on this button to remove the selected participant. It will not be possible to remove those participants who have already received the revision execution task.
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Click on this button to import the participant flow from another revision route already created in SE Risk. On the screen that will be opened, locate and select the desired route and save the selection.
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Regardless of the route type, it will not be possible to add, edit, or remove participants from those steps that have already been executed.
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Use this section to enter the changes that were performed in the template. Changes may be added both by the user creating the revision and by the drafters through the draft step in the Revision execution task.
To do so, click on the button and, on the screen that will open up, fill out the following fields:
Location: Location of the process in which the change was made.
Change: Description of the change made in the process.
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Use this section to record the critiques related to the revision in progress.
Critiques may only be added when executing the revision steps. To add a critique, click on the button and, on the Critique tab of the screen that will be opened, enter the improvements that must be performed to the plan being revised.
In the draft step, this section will only be enabled to enter the solution that was performed. That is, this section will only be enabled in the draft step if a critique has been entered in the review, approval or release and the revision has returned to the draft step. In that case, click on the  button that will be available and, on the Solution tab on the screen that will be opened, enter the solutions that were applied to the plan.
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This section will only be displayed if there is a checklist associated with the participant responsible for executing the step of the revision in progress. This checklist aims to assist the party responsible for executing the revision in question. In order to answer the checklist questions, select one of the answer options displayed to each question (Yes, No or N/A). The answers may have already been filled in by the system with a default option, defined when creating the checklist. In addition, the completion of the Comments may be mandatory if this has been configured in the checklist.
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Through the Security section, it is possible to configure the security to be applied to the items (risks, controls, elements, treatments, etc.) of the structure of the plan template. To do that, at the top of this tab, select one of the following options:
▪Public: Select this option so that any user has access to the items in the template structure. ▪Restricted: Select this option to restrict access to the items in the template structure. At this point, the sidebar buttons will be enabled. Click on the button and fill out the fields on the screen that will be opened:
i.
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In the Access type field, select one of the following options to set the access type that will compose the security list:
▪Team: It will be composed of the members of a team previously created in SE Risk. ▪Department: It will be composed of users from a selected department of the organization. ▪Department/Position: It will be composed of users from a specific department of the company, who have a specific position. ▪Position: It will be composed of users who hold a specific position in the company. ▪User: It will be composed of a specific user. ▪All: It will be composed of all users who have access to the SE Risk component. |
ii.
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In the Controls field, it is possible to select the actions that may or may not be performed on the elements in the structure of this template. To do so, select the controls that will be granted to access the type selected previously:
▪Add: Adds items to the template structure. ▪Edit: Changes the item data in the template structure. ▪Delete: Deletes items from the template structure. ▪View: Allows viewing the item data in the template structure.
Use the buttons located next to the field to expand and view the list of controls, mark all available controls, and clear the markups you have made.
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iii.
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Select in the Permission field, if the controls checked previously will be granted or denied for access type.
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iv.
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According to selected access type, Filters will be enabled to be filled out. Use them to facilitate the search of users who will form the security list.
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v.
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After that, click on the  button on the toolbar of the selection screen. Depending on the access type selected and the values entered in the filters, the result will be displayed in the list of records, located at the bottom of the screen. Select the ones that will compose the security list and save the record. Hold the SHIFT or CTRL keys down or check next to each item to select more than one record at a time.
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In the Documentation section, associate attachments, documents and security data sheets related to the risk plan.
▪Attachment: Use this section to associate the attachments related to the risk plan. Refer to the Adding attachments section for further details on how to add and/or associate attachments. ▪Document: Add or associate, through this section, the documents related to the risk plan. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.
The Document section will only be enabled if SE Document is available in the same license key.
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In the SWOT analysis section, it is possible to associate the SWOT analysis performed for the template plans. To do that, click on the button on the side toolbar and on the screen that will be displayed, locate and select the desired SWOT analysis. Use the other buttons on the side toolbar to edit the data and delete the selected analysis.
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In the History section, a timeline is presented with the main events that have occurred in the plan until the current moment. It is possible to add comments regarding each event.
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Click on this option to access the plan structure data screen. See more details about how to assemble the plan structure in the Assembling the plan structure section.
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After filling out all the necessary fields, save the record.
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