Note: To create a KRI, a Position must be a member of one of the following System Security Groups:

• Create KRI,

• KRI Administrator,

• Administrator.
  

A new KRI can be added from:

• The KRI list page

• The KRI page

1. To add from the KRI list page:

1. 
   
   Click the New KRI icon by clicking the 3 horizontal lines. 
   
   
   
   OR
   

2. To add from the KRI page (from inside an already existing KRI):
   

1. Click the 3 horizontal lines then + New 
   
   
   
   

3. The ‘New KRI’ window displays. Complete the required details: 
   
   
   

1. Select Template: Click this field and select a KRI Template from the drop-down list. The default fields will be populated with values from the template. 
   

2. Clear Template selection icon: Click this icon to reset the values for all fields in this window.
   

3. KRI Number field: Type a number that uniquely identifies this Key Risk Indicator record.
   

4. Record Status selector: Select whether the status is Active or Inactive

5. Title field: Type the title of this Key Risk Indicator record. 

6. Category selector: Select the Category of this Key Risk Indicator record
   

7. Owner field: Select the Position that is responsible for the Key Risk Indicator record. This position must be a member of a Security Group, or System Group with Edit access to this record. This Position is responsible for ensuring that the KRI is completed / kept within tolerance. This position will be notified if a measure is recorded outside of the ‘Green zone’.

8. Business Unit selector: Select the applicable Business Unit of this Key Risk Indictor record
   

9. Indicator selector: There are four indicators, Lower Limit, Upper Limit, Range and Manual. Choosing an Indicator determines which measure fields are displayed.

10. Type selector: There are four Types, Number, Currency, Percentage, and Text. Choosing a Type determines the type of values that may be entered into the measure fields.

11. Security Groups selector: Assign Record Security Rights to Security Groups 

12. Show Page Help icon: If shown, click this icon for information on creating a Key Risk Indicator record.

13. Save icon: Click this icon to save this new Key Risk Indicator record. The ‘New KRI’ window will close and the KRI record will display with a successfully created message.

14. Cancel icon: Click this icon to cancel creating this new Key Risk Indicator record and close the ‘New KRI’ window.

    Note: If you paste content into Title, Description or Risk, please use Paste From Word
    
    

4. Click the Save icon to complete adding the new KRI record. The KRI page will display with this new record and you can continue editing this record. Clicking the cancel icon will close the ‘New KRI’ window without saving the record.