Configuring Templates for Risk Assessments

This article explains how to add assess risk questions to assessments by configuring templates in the Template Builder. You can use the assess risk assessment question type to add attribute questions that capture information about risks. When selecting this question as the primary record, you are only able to select one risk per question. Configure Skip and Show Logic to determine, based on responses, if the question should be shown, hidden, or skipped. For more information, see About Assess Risk Question Types.

To add an assess risk question to template

  1. On the IT & Security Risk Management Menu, select Templates.
    The Template screen appears.

  2. Click the View button on the ITRM Templates tile.

    The ITRM Templates screen appears.

  3. Click the Edit Draft button on the desired template.
  4. Select the Add Question button or drag and drop Assess Risk from the Question Types queue.
  5. Complete the fields, for more info, see Assess Risk Question Builder Screen Reference.
  6. Click the Save button.

Assess Risk Question Builder Screen Reference



Field
Description
Question Type

Select Assess Risk.

Primary Record

Enable this setting to have this question automatically populated with a response based on how the assessment is created.

Link Selection to Assessment

Enable this setting to automatically link the assessment to the inventory record selected in response to the question.

Answer Required

Enable this setting to make this question required.

Attachment Required

Enable this setting to make the attachment required.

Question Hint

Enable this setting to show a tooltip with a hint next to the question.

Allow Multi-Selections

Enable this setting to allow muti-selections on the assess risk question.

Tip:

If you select an inventory record as the primary record and enable this setting for the Assess Risk question, you can select multiple risks to assess within the assessment.

Add Supporting Attachments

Click the Select File button to attach related files to the assess risk question.

To configure the assess risk question into a primary record

Note:

The steps outlined in this section can only be completed if you've added an assess risk question to a template without making it a primary record.

  1. On the Template Builder, access the section that holds the Assess Risk question.
  2. Select the Context menu on the Assess Risk question.


  3. Select the Set as Primary Record option.
    The Set as Primary Record modal appears.

  4. Click the Confirm button.
    Note:

    There is another way to configure the Assess Risk question into a primary record:

    1. In the Question Builder, add an Assess Risk.

    2. Enable the Primary Record setting to configure the question into a Primary Record.

    3. Click the Save button.

To add risk attribute questions

Important:

In order to add an Attribute question to the template, users must first add an Assess Risk question.

  1. On the Template Builder, drag and drop the Attribute question under the Assess Risk question or click the Add Question in the same section as the Assess Risk question.
    The Select Attribute modal appears.

  2. Select the assess risk question in which you'd like to link the attribute.
  3. Select the attribute.
  4. Click the Save button.

    Click the Save and Add New button to add the current attribute and immediately add another.

To configure skip/show logic on access risk attribute questions

In the Template Builder, users can configure skip/show logic to risk attribute questions to determine whether other questions in an assessment should be shown, hidden, or skipped.

Note:

The Allow Multi-Selections setting must be disabled for you to configure skip/show logic on assess risk questions.

  1. On the Template Builder screen, select the Details tab.
    The Details screen appears.

  2. Enable the Show or Skip logic setting.
  3. Click the Save button.
  4. Select the Builder tab.
  5. Open the section where the assess risk and risk attribute questions were added.
  6. Click the Logic icon on the risk attribute question to configure skip or show logic.
    Note:

    The screens that display next depend on if you have chosen the skip or show logic.

  7. Configure the fields, see the Skip Logic Screen Reference or the Show Logic Screen Reference for more information.
  8. Click the Save or the Save Logic button.

Skip Logic Screen Reference



Field
Description
Action

Select the kind of action you want the condition to trigger.

Note:

Currently you can only select Skip To.

Section

Select the section which contains the question you would like to skip to if the conditions configured are met.

Question

Select the question you would like to skip to if the conditions configured are met.

If the following conditions are met

Select Any if you want the conditional logic to be triggered when any of the listed conditions are met.

Select All if you want the conditional logic to only be triggered when all of the listed conditions are met.

Response Fields

Select Is if you want the conditional logic to be triggered when a specific response option is selected.

Select Is Not if you want the conditional logic to be triggered when any response option is selected except the one specified in the condition.

Select the response option to which the conditional logic is tied.

Use the Plus icon button to add additional conditions.

Show Logic Screen Reference



Field
Description
Conditions

Select Any or All.

If you select Any, the rule will be triggered if any of the criteria are met.

If you select All, the rule will only be triggered if all of the criteria are met.

Condition Block

Section: Select the section which contains the question you would like to show if the conditions configured are met.

Question: Select the question you would like to show if the conditions configured are met.

Operator: Select the relationship that must be met between the field and value.

Value: Select which field value triggers the action.

Click the Add Condition or the Add Question button to configure additional conditions.

Action

Select the kind of action you want the condition to trigger.

Note:

Currently you can only select Show Question.

Copy Logic to Additional Questions

Enable this setting to copy the logic to additional questions in the template.

Select the questions in which you would like to copy this logic and click the Plus icon to add additional questions.