Importing Risks into the Risk Register

The Import function within the 6clicks application provides an efficient and simple way to add multiple Risks at once. Note that if you are looking to import risk assessments as well, you will need to use both the risk import template and the risk assessment import template. 

Select Risks, then Register from the left navigation panel.

Importing Risks

To import your risks, click the Import dropdown and select Risks

Select the Download Template link within the Import Data pop-up window.

The Import Risks Template has column headings that correspond with field names in a Risk in the Risk Register and the related Risk Treatment Plan, and also shows examples of what information is to be entered under some of the headings.

The risk import file has the following headers:

Risk Name: Add the name of the risk.

Risk Description: Add the description of the risk.

Risk Owner: Add the email of a user that already exists in your team. If the email of the user does not exist in your team, they will be added.

Associated Assets: Link your risk to an Asset in the asset register by adding the name of the Asset here.

Associated Tags: Add relevant tags - you can add as many as you like using a comma as a separator. Tags are used as categorising risk registers. Learn more here.

Common Causes: Add relevant common causes. To add more than one for the risk, ensure that each common cause is on a new line in the same cell.

Likely Impacts: Similar to common causes, add the relevant likely impact as new lines within the cell.

Treatment Decision: Select from Reduce, Retain, Avoid and Transfer.

Treatment Status: Select from Draft, Approved, Treatment in progress, Treatment paused, Treatment cancelled, Treatment completed and Closed.

Treatment Plan Name: Enter the name of the treatment plan.

Treatment Plan Status: Select from Planning, In Progress, Cancelled, Review and Closed.

Treatment Plan Description: Enter a description of the risk treatment plan.

Treatment Plan Owners: Add the email of a user that already exists in your team. If the email of the user does not exist in your team, they will be added.

Treatment Plan Date: Add a due date for the risk treatment plan

Identified By: Add the name of a user that already exists in your team, or add an email address to create a new user.

Custom Attributes

You can also import custom attributes using the import functionality. Once you have set up the custom attributes for a Risk, you will need to add them to the import file. To do this you will need to add the code for the type of custom attribute, followed by a dash and then the name of the custom attribute.

For example, if a custom attribute is called Contact name, and it is free text, then the column name in the import file should be FT - Contact name. If the custom attribute is a drop-down with the name Priority, then the column name in the import file should be DD - Priority. Below is how they should be added to the excel import file:

Below are the following codes for the attribute types:

  • Free Text - FT
  • Drop-Down - DD
  • Multi-Select - MD
  • Rich Text Editor - RT
  • Date - DT

Once the column names have been defined, you can enter your data in each cell:

  • For free text, you can add any text you like.
  • For drop-down, you must enter the name of a selectable option in the defined dropdown list. The text must match identically and is case sensitive.
  • For multi-select, you must enter the names of a selectable option in the defined dropdown list separated by a comma (,). The text must match identically and is case sensitive.
  • For free text, you can add any text you like.
  • For Date, use DD/MM/YYYY. Make sure the cell format is text.

Ensure that you do not change the formatting of the template or move around the column names. 

To import your risks, simply select Import > Risks, then select the Browse button. Select your file or drag and drop it into the space provided next to Browse.

Once the file is ready to be uploaded it will show the file name below the Browse button with the text 'Ready to upload', select Upload.

Once the file has successfully uploaded you will see a confirmation pop up at the bottom left of the Risks screen confirming the 'Risk import job completed'. Refresh the page to see the risks in the risk register.

Importing Risk Assessments

To import risk assessment, select Import > Risk assessments.

Download the risk assessment import template.

The template has 7 columns:

Linked Risk: Add the name of the risk the risk assessment will be linked to. If you want to add multiple risk assessments to a risk, add each risk assessment as its own row in the template.

Risk Assessment Title: Add the name of the risk assessment.

Risk Assessment Date: Add the date that the risk assessment was conducted.

Risk Assessment Label: This label is used to categorise what time of risk assessment it is. There are three options: Current, Planned and Residual.

Likelihood: Add the likelihood of the risk for the given risk assessment. There are five default options: 1 - Very Unlikely, 2 - Unlikely, 3 - Possible, 4 - Likely and 5 - Very Likely.

Impact: Add the impact of the risk for the given risk assessment. There are five default options: 1 - Minor, 2 - Moderate, 3 - Major, 4 - Severe and 5 - Extreme.

To import your risk assessments, simply select Import > Risk assessments, then select the Browse button. Browse for your template or drag and drop it into the space provided next to Browse.

Once the file is ready to be uploaded it will show the file name below the Browse button with the text 'Ready to upload', select Upload.

Once the file has successfully uploaded you will see a confirmation pop up at the bottom left of the Risks screen confirming the 'Risk import job completed'. Refresh the page to see the risk assessments for each risk in the risk register. Learn more about risk assessments here.

Learn more on Creating a Risk Register, Assigning Tags to Risks, and Risk Register Reporting.