The process for creating a risk analysis template is similar to creating a task template.

To create a new risk analysis template, you need to be logged into an empty optimistic changeset.

Create risk analysis template

1.Select Organizer > Show/hide administration. The south panel opens.

2.Select the Risk Analysis Templates tab.

3.Press the Create new risk analysis template icon. A new window opens.

4.Select settings for the template.

5.Press Add. The Cluster usage window opens.

6.Set settings.

7.Press OK. The template is saved.

 

Create risk analysis template in a workflow activity

You can also create a risk analysis template in a workflow activity.

1.Select Organizer > Show/Hide administration.

2.In the Administrate tasks tab, select a task. The east panel opens.

3.Select the Workflow tab.

4.Select an activity or a decision point in the workflow.

5.Select the Risk Analysis tab.

6.Right-click a risk analysis in the results list and select Create Risk Analysis Template from....

7.Select settings for the template.

8. Press Add. The Cluster usage window opens.

9. Set settings.

10. Press OK. The template is saved.