Templates for frequently used risk assessments

When you use the same types of risk assessments, a template ensures a consistent process and format.

You can create a template from an existing risk assessment record. Using the List tab, search for a risk assessment record that corresponds to your current goals, and specify that the record as a template. You can also create a risk assessment record from an existing template.

When you create a record from an existing risk assessment record, only certain fields and their values are duplicated. Those fields and their values are copied from the originating record to the new record. Templates remain in Draft status.