Creating A Key Risk Indicator Template

Introduction

Create a Key Risk Indicator template to reduce the time required for creating new KRI’s.

Operations Panel Templates

Create a KRI template in the Operation Panel that is private and unique to the Operation Team. These templates are not accessible to Rivial users outside of the Operation Team.

Step-by-Step Guide

1. Navigate to the Operations Panel

2. Open the ‘Templates’ page

3. Click on the ‘Risk’ tab

4. Click on ‘Key Risk Indicators’

5. Click ‘Create’ on the top of the grid

6. Fill in the required information on the form

7. Click ‘Submit’.

Global Templates

Global Templates are accessible to any user on the Rivial platform. Global Templates may be created by administrative users. The Global Templates are primarily managed by Rivial administrators.

Step-by-Step Guide

1. Navigate to the Administrator Panel

2. Open the ‘Global Templates’ page

3. Click on the ‘Risk’ tab

4. Click on ‘Key Risk Indicators’

5. Click ‘Create’ on the top of the grid

6. Fill in the required information on the form

7. Click ‘Submit’.

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