Create a KRI Template
From the Main Menu, select KRI.
Note: The naming convention for KRI's is configurable so may be different for your organisation. Please check the tab to the right of Risk for your organisations naming convention of this module.- The KRIs List is displayed.
- Click the KRI in the List on which you want to base the new KRI Template.
- The KRI Page for that KRI is displayed.
- Click the hamburger icon (3 horizontal lines) and click 'Create a Template'.
- A confirmation dialog is displayed:
In the confirmation dialog, either:
click the Tick to create the Template, or
click the ‘Close’ icon to close the dialog without creating the Template.
Check that the Template has been created:
From the Main Menu, select KRI > Templates.
The KRI Templates Page is displayed.
The new Template has the same Title as the KRI Record from which it was created.
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