Add and Manage Template Risks

Template risks are used with Risk Profiles (via linking to questions) and Risk Assessments to identify risks which apply to events, zones, or venues. Template risks are linked to other WeTrack items to facilitate creating risk assessments, creating jobs, and reporting:

• Link to Event Type to easily surface relevant risks when creating a risk assessment for an event with that type.
• Link to Job Categories to allow for automatic adding and generating of jobs whenever these template risks are used on a risk assessment. 
• Link to Incident Categories to allow for future analytics of how frequently an incident still occurs, despite having mitigated it.
• Link to Risk Profile Questions, to calculate how risky an event is and thus assess the need for doing a full-fledged risk assessment and job mitigation.

When templates risks are added to a risk assessment, a copy of the risk is made for that risk assessment. Any changes made to the template risk after that copy is made will not be reflected on the risk assessment.

In this article:

• Add a Template Risk
• Template Risk Details Page
• Edit and Update Template Risks

Add a Template Risk

To add a template risk:

1. Go to Risk > Risk Assessments and click Template Risk at the top to go to the Template Risk tab.
2. Click + Add and select Add Template Risk. The Add Template Risk drawer opens.
3. Add the risk information:
   • Title: Be sure to add a unique title that will distinguish this risk/issue/opportunity from others.
   • Likelihood and Impact: Choose the likelihood the risk will happen and the impact if it does. This will automatically set the risk rating status. 
   • Owner: Select who owns or is responsible for this risk/issue/opportunity.
   • Description: Describe the risk. You are able to format the text, including numbered or bulleted lists.
   • Event Type: Select the event types the risk should be associated with.
   • Risk Impact Type: Select the impact type which applies. While you can select multiple types, we recommend creating separate risks for each Impact Type to allow you to plan the jobs for each of these impacts separately.
   • Strategy: Choose how you will manage this item. The default options are:
     • Risk: Mitigate
     • Issue: Contingency
     • Opportunity: Exploit
   • Department: Select which functional areas will be responsible for this. Click the star by the department which has primary responsibility for this risk/issue/opportunity.
   • Tags: Select the appropriate tags. Tags are configured in Settings > Tag Manager.
4. When all information has been added, click Save. The template risk details page opens.
5. On the Overview tab at the bottom of the page, click + Add by Incident Categories and Job Categories to associate them with the template risk.

Template Risk Details Page

You are able to view details, edit, and update risks on the details page. Click the risk on the Risks & Issues page or the Risk History page to open its details page.

In addition to the information visible in the main part of the page:

• The right sidebar has four sections: Details, Location, Linked Items, and Subscribers. Open each tab to view additional information about the risk.
• There are also tabs at the bottom:
  • Overview: View risk usage and and associated jobs and incidents, and add linked incident categories and job categories.
  • Risk Assessments: View risk assessments where this risk was used as well as risk assessment data.
  • Associated Incidents: View incidents associated with this risk. Incidents are associated by incident category.
  • Associated Jobs: View jobs associated with this risk. Incidents are associated by jobs category.
  • Attachments: Upload files or links to the risk, or view any files and links that have already been associated to the risk.
  • History: Add comments to the risk and also shows you a full audit history of all changes or additions to the risk.

Edit and Update Template Risks

To edit risk information, go to its details page. Click any information detail to edit it. 

In addition to editing the information, you can also take additional actions. Click the three dot menu at the top right to:

• Add a comment. The comment will appear on the History tab.
• Pin/unpin the item from MyTrack.
• Share the risk with a user or user group via email.
• Subscribe to updates. All Subscribers are listed in the Subscribers section of the right sidebar.
• Archive the risk. You can also bulk archive risks on the Template Risk page (see below).
• Delete the risk.

Any edits to the template risk will not be reflected on risks already used in risk assessments; those are copies of the original template risk and are not updated with any changes made to the template. This keeps old risk assessment data from being disrupted.

Bulk Archive Template Risks

You can also bulk archive template risks on the Template Risk page:

1. In the upper-left of the Template Risk page, click Select. Boxes will appear to the left of each risk.
2. Select each risk to be archived, or select the box in the header row to select all risks.
3. In the upper-right, click Archive. A pop-up confirmation will display.
4. Click Confirm.

To view archived template risks:

1. Go to the Template Risk page and click Filters. The Filters drawer opens.
2. Select Archived. You can also select additional filters.
3. Click Apply. Only archived risks matching all filter conditions display.