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.

Select Risks, then Register from the left navigation panel.

At the top right of the Risk Registers screen, select Actions, then Import Risks from the drop-down menu.

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

Save the risk template to your computer.

 

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.

Current Likelihood: Add the likelihood of the risk. By default, you can select 1 - Very Unlikely, 2 - Unlikely, 3 - Possible, 4 - Likely, and 5 - Very Likely.

Current Impact: Add the impact of the risk. By default, you can select 1 - Minor, 2 - Moderate, 3 - Major, 4 - Severe and 5 - Extreme.

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

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.

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

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 Actions and Import Risks again, then select the Browse button.

Select your file or drag and drop 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'.

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