Knowledge Base/Help Categories/Assessments

How do I import assessments?

Stephanie Morgan
posted this on October 24, 2011 11:38 am

If you're new to RiskKey, or just have alot of projects in various other formats importing can often save you considerable amounts of time. It's a pretty simple process, but you'll need to have a couple of things in place before we can begin.

  1. Make sure that you already have a project to import into.
  2. The project must be a "Risk Assessment or "Audit Workflow." This can be adjusted under your "Settings" tab from within the project.
  3. Make sure that the project already has defined risk categories.

If those two conditions have been met then you can navigate to your "Assessments" tab and click on the category you wish to import your assessments in to.  

It should look something like this:

Import assessments-1.jpg

 

When you click the "Import Assessments" link it'll take you here:

Import_Assessments_Screen-1_normal.jpg

From this screen you can copy and paste the info you want to enter. The trick is that it must be in CSV (Comma-Separated Values) format. RiskKey will automatically format the data you paste in the column order specified ("title", "threat", "threat_type", "safeguard", "details").  

When you're finished, click "save." RiskKey will give you the opportunity to review your data before actually adding it to your existing project.

You can repeat this process for each Risk Category that you like.

TIP:  Lay out your spreadsheet like this:

Column A:  Title

Column B:  Threat

Column C:  Threat Type

Column D:  Safeguard

Column E:  Details

Once you have your spreadsheet complete, save it in a CSV format and open it in a text editor (i.e. Notepad) and copy the contents.