Formatting risks for upload to the portal.

The portal allows permissioned users to upload risks to the portal via a spreadsheet.  These can then be assigned to survey questions from which risks will be generated in a risk register.  In order to upload risks from a spreadsheet, you must first format the risks:

1. Go to the “Manage Risks” section:

   

2. Click the “IMPORT RISKS” button:

   

3. Choose the type of risk you would like to import from the “Select risk type” dropdown:

   

4. Click “DOWNLOAD” button to download a pre-formatted workbook:

   

5. You will populate your risks into this spreadsheet.  Note that column headers with an asterisk denote required fields for each risk:

   

6. Column headers without an asterisk denote fields that need not be populated:

   

7. The other spreadsheets in the work book provide additional information including a “Help Sheet” that provides details about the information that should be entered into each column and sheets containing a list of risk categories and risk tags:

   

Once you have populated this formatted workbook, you can upload the risks via the same page of the portal from which you downloaded the template.