Creating a Custom IT & Security Risk Management Template

You can create a new ITRM or control assessment template that can be configured with questions, conditions, and rules to meet the needs of your organization.

To create a new custom template

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

    The Templates screen appears.

  2. Click the View button on the template type you would like to configure.
  3. Click the Create Custom Template button.

    The Create Template modal appears.

  4. Complete the fields. For more information, see Create Template Modal Reference.
  5. Click the Create Template button.

    The Template Builder appears.

Create Template Modal Reference



Field
Description
Name

Enter the name of the new template.

Organization

Select the name of the organization.

Template Language

Select the language in which the template will be created.

Description

Enter a brief description of the template and its purpose.

Template Icon

Select an icon that will be associated with the template.