Creating and Editing Templates for Risks and Opportunities

Templates for risks and opportunities simplify and standardize how they are recorded.

What is the Templates tab for?

Templates for risks and opportunities simplify and standardize how process risks and opportunities are recorded.
Templates can be saved by the Process Owners or created here by the Risk Manager. They are available to the Process Owners when they create a risk analysis.

The tab shows all templates for Risks and Opportunities saved by Process Owners or Risk Managers.

Similar risks or opportunities are usually relevant for similar process steps in particular, and similar controls are then suitable for them as well.

A control icon identifies risk templates that contain at least one control.

You are a Risk Manager or BPM Manager.

Templates standardize how risks and opportunities are recorded.

Note: Process Owners can save templates on the process page.

Click Create new template.

The dialog of the same name appears.

The Risk tab is in the foreground.
To record a template for an opportunity, click the Opportunity tab.
Enter the Title and a Description of the risk or opportunity.
Under Possible effects, describe the specific effects.
For a risk, select the Risk category from the selection list.
Click Identifier and select the person or organizational unit that discovered the risk or opportunity.
Click Responsible and select the person who is responsible for the risk or opportunity.
Assess the Probability of occurrence and the Extent of impact (damage or success) using the selection lists or, alternatively, using Advanced editing in the assessment matrix.

The priority of the risk or opportunity is determined automatically based on the selected probability of occurrence and extent.
Click Create template.

The template is saved and the dialog is closed.

You are a Risk Manager or BPM Manager.

You can edit or delete existing templates.

In addition, you can open an existing control or add a new control.

The use of the template in the processes is displayed. You can navigate directly to them.

Click the template you want to edit.

The details are expanded.
To edit the details, select ⋮ Edit.

The Edit risk or Edit opportunity dialog appears.
Make the changes and confirm them with Save changes.

The dialog is closed.
Click the name of the risk or opportunity that was edited.

The details are collapsed.