{"id":2628,"date":"2016-09-21T15:26:43","date_gmt":"2016-09-21T03:26:20","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=2628"},"modified":"2023-08-24T01:55:38","modified_gmt":"2023-08-24T01:55:38","slug":"a201325","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a201325\/","title":{"rendered":"Copy risk form"},"content":{"rendered":"<div class='content-column three_fourth'>This <a href=\"\/help\/a7\">popup<\/a> form can be accessed via the <a href=\"\/help\/wp-content\/uploads\/2023\/08\/options_menu.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-152\" src=\"\/help\/wp-content\/uploads\/2023\/08\/options_menu.svg\" alt=\"Options menu icon\" width=\"25\" height=\"23\" \/><\/a>options menu in the top header area of the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/risk.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-141\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/risk.svg\" alt=\"Risk map icon\" width=\"19\" height=\"21\" \/><\/a><a href=\"\/help\/a224\">risk view page<\/a>, as shown in Figure 1. Alternatively you can access the\u00a0<a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/copy.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-232\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/copy.svg\" alt=\"Copy icon\" width=\"26\" height=\"23\" \/><\/a>copy popup form via the  <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/threedot.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"actions_icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/threedot.svg\" alt=\"Actions menu icon\" width=\"23\" height=\"22\" \/><\/a>actions column menu of the <strong>Risks<\/strong> tab at any of the parent view pages (e.g. <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/organisation.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-137\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/organisation.svg\" alt=\"Contact details icon\" width=\"20\" height=\"20\" \/><\/a><a href=\"\/help\/a54\">organisation<\/a>, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-169\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\" alt=\"Programme icon\" width=\"25\" height=\"20\" \/><\/a><a href=\"\/help\/a64\">programme<\/a>, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\" alt=\"Project icon\" width=\"23\" height=\"22\" \/><\/a><a href=\"\/help\/a104\">project<\/a>, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/subproject.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-233\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/subproject.svg\" alt=\"Subproject icon\" width=\"24\" height=\"19\" \/><\/a><a href=\"\/help\/a494\">sub-project<\/a>, or <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/changerequest.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-171\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/changerequest.svg\" alt=\"Change requests icon\" width=\"21\" height=\"23\" \/><\/a><a href=\"\/help\/a304\">change request<\/a>), as shown in Figure 2.\r\n<p style=\"text-align: center;\">\u00a0<a href=\"\/help\/wp-content\/uploads\/2023\/08\/copy_risk_1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7663\" src=\"\/help\/wp-content\/uploads\/2023\/08\/copy_risk_1.png\" alt=\"\" width=\"260\" height=\"70\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 1 &#8211; Access via options menu \u00a0 \u00a0\u00a0<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7662\" src=\"\/help\/wp-content\/uploads\/2023\/08\/copy_risk_3.png\" alt=\"\" width=\"1340\" height=\"160\" \/><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 2 &#8211; Access via risks tab<\/strong><\/p>\r\n<p style=\"text-align: left;\">This popup is shown in Figure 3 and is used to copy an existing <a href=\"\/help\/a220\">risk<\/a>.<\/p>\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/copy_risk_2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone wp-image-2631\" src=\"\/help\/wp-content\/uploads\/2023\/08\/copy_risk_2.png\" alt=\"copy risk form\" width=\"334\" height=\"316\" \/><\/a><strong>\r\nFigure 3 &#8211; Copy risk form<\/strong><\/p>\r\nUse the tree navigation layout to select the parent asset that needs a copy of this <a href=\"\/help\/a220\">risk<\/a>. You can show or hide levels or sub-levels by clicking on the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/next.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-602\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/next.svg\" alt=\"expand nav icon\" width=\"20\" height=\"22\" \/><\/a>expand or <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/vnext.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-1061\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/vnext.svg\" alt=\"collapse icon\" width=\"26\" height=\"21\" \/><\/a>collapse icons.\r\n\r\nSelect the name of your desired parent asset and edit the <a href=\"\/help\/a21\"><strong>reference<\/strong><\/a> of this copied risk if you wish to do so.\r\n\r\nNote: names with a\u00a0<a href=\"\/help\/wp-content\/uploads\/2023\/08\/grey_background.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1804\" src=\"\/help\/wp-content\/uploads\/2023\/08\/grey_background.svg\" alt=\"pink background\" width=\"108\" height=\"22\" \/><\/a> cannot be selected.\r\n\r\nYou may also assign a new <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflow.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-154\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflow.svg\" alt=\"Workflow icon\" width=\"22\" height=\"20\" \/><\/a><a href=\"\/help\/a370\"><strong>workflow<\/strong><\/a> to this copied risk, by selecting one from the drop-down list provided.\r\n\r\nSelecting the &#8216;<strong>c<\/strong><strong>opy state history<\/strong>&#8216; check box at the very bottom of this form allows for you to copy across all of the current risk&#8217;s state history as well, should you want to.\r\n\r\nOnce you are happy with the selection click on the &#8220;<strong>Copy risk<\/strong>&#8221; button at the bottom of the form.\r\n\r\nIf you do not want to copy this risk anymore then you can click on the &#8220;<strong>Cancel<\/strong>&#8221; button to close the form.<\/div>\r\n<div class='content-column one_fourth last_column'><strong>Related topics<\/strong>\r\n<ul>\r\n \t<li><a href=\"\/help\/a220\">Risks<\/a><\/li>\r\n \t<li><a href=\"\/help\/a225\">Risk distribution chart<\/a><\/li>\r\n \t<li><a href=\"\/help\/a221\">Add risk form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a201327\">Import risks form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a222\">Edit risk form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a226\">Escalate risk form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a227\">De-escalate risk form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a201326\">Move risk form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a223\">Delete risk form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a224\">View risk page<\/a><\/li>\r\n \t<li><a href=\"\/help\/a370\">Workflows<\/a><\/li>\r\n<\/ul><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  This popup form can be accessed via the options menu in the top header area of the risk view page, as shown in Figure 1. Alternatively you can access the\u00a0copy popup form via the  actions column menu of the Risks tab at any of the parent view pages (e.g. organisation, programme, project,<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":282,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-2628","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Copy risk form - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Read the documentation and learn how to use Psoda&#039;s Copy risk form\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.psoda.com\/help\/a201325\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Copy risk form - 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