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      Exporting Risks

      Exporting Risks

      If you are a heavy user of tracking Risks, then you'll welcome the export functionality.  Exporting the template to Excel allows you to enter your Risks in bulk.   


      1. Navigate to Programs/Integrations menu.

      2. Select an Integration from the Integration Name column.

      3. Select the Risks tab.

      4. Best practices suggest that you have at least one Risk created prior to exporting.  If no Risks are displayed, please create one by selecting +Create.

      5. Complete the Name field and any other fields.

      6. Press Save.

      7. Select Export. The file opens in Excel.

      8. Select Enable Editing. 

      9. In Column A, ParentName, type Integration.

      10. In Column B, ParentID, type the number displayed in cell B3.  Type this number for all Risks that you add for an Integration.

      11. In Column D, Name, type the Risk.  

      12. Your screen will look similar to the one below. Excel rows 5 and 6 indicate newly added Risks that will be imported back into the Integration.



      13. Save the spreadsheet.

      14. Import Risks