1. From the Main Menu, select Risks | Work with Risk Records.

  2. The Risks Page is displayed.

  3. On the Risks Page, use the Page Navigation Panel and Column Headers to find the desired Risk in the Risk List.

  4. Once you have located the desired Risk in the List, click the Risk to open the Risk Record.

  5. The Risk Page is displayed.

  6. On the Risk Page, click the ‘Create Template’ icon.

  7. The ‘Create Template’ dialog is displayed:

    The 'Create Template' dialog
  8. In the ‘Create Template’ dialog, click the blue Tick icon to create the Template.



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