Adding ITRM Templates from the Gallery

You can add new ITRM assessment templates based on a template in the Templates Gallery. If you import a template from the gallery, your new template will be pre-populated with seeded questions and associated rules logic. To create a custom template, see Creating a Custom Risk Template.

Adding a template with pre-built risk rules from the Templates Gallery will result in the risk score of each rule to have a default value of medium. This allows you to update the inherent risk level of each risk rule to match your organization's unique risk tolerance. For more information on the templates, use the links available in the Welcome Message of the selected assessment template. For more information on how to edit risk rules in an assessment template, see Configuring IT & Security Risk Management Template Rules.

To add a template from the Template Gallery

  1. On the IT & Security Risk Management menu, select Setup > Templates.

    The Templates screen appears.

  2. Click the View button on the ITRM Templates tile.
  3. Click the Choose From Gallery button.

    The Gallery screen appears.

  4. Click the Preview button for the template you'd like to view. A preview of the template will appear to review.


  5. Click the Choose This Template button to select a template.

    The Create Template modal appears.

  6. Complete the fields. For more information, see Create Template Modal Reference.
  7. Click the Create Template button.

    The Template Builder appears.

Create Template Modal Reference



Field
Description
Name

Enter the name of the new template. If you are creating the template based on an existing template, ensure the name is different from the original template name.

Organization

Select the name of the organization.

Description

Enter a brief description of the template and its purpose.

Template Icon

Select an icon that will be associated with the template.