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Creating An Information System Template

Introduction

Create an Information System Template to reduce the number of steps involved with creating an Information System on the Rivial platform.

Operation Team Information System Template

An Operation Team member may create an Information System Template that is private to their team. Templates that are created in the Operation panel are not accessible to users outside of that Operation Team on the Rivial platform.

Step-by-Step Guide

  1. Navigate to the Operation Panel

  2. Open the Templates page

  3. Click on the ‘Risk’ tab

  4. Click ‘Information Systems’

  5. On the top of the grid, click on ‘Create’

  6. Fill in the required information into the pop-up modal

  7. When finished, click ‘Submit’

Global Information System Templates

Global Information System templates are accessible to users with administrative access. These templates may be used in any organization on the Rivial platform.

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 ‘Information Systems’

  5. On the top of the grid, click ‘Create’

  6. Fill in the required information into the pop-up modal

  7. When finished, click ‘Submit’

Create a Blank Information System

Create an Information System from Template

Create Information Systems from CSV File

Assign a Point of Contact to an Information System

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