{"id":11996,"date":"2026-10-09T13:16:26","date_gmt":"2026-10-09T13:16:26","guid":{"rendered":"https:\/\/trainingportal.cobuilder.com\/?p=11996"},"modified":"2026-10-09T13:16:26","modified_gmt":"2026-10-09T13:16:26","slug":"how-to-create-a-risk-management-template-from-an-existing-template","status":"publish","type":"post","link":"https:\/\/trainingportal.cobuilder.com\/en\/how-to-create-a-risk-management-template-from-an-existing-template\/","title":{"rendered":"How to create a risk management template from an existing template"},"content":{"rendered":"

If you already have a risk management template with parameters that suit a new chemical, you can duplicate it instead of building a new template from scratch. Everything from the template you duplicate \u2013 Frequency of use<\/strong>, Exposure level<\/strong>, and the choices and comments in each step \u2013 is carried over to the new template, so you only need to adjust what’s different.<\/p>\n<\/div><\/div><\/div>

Note:<\/span> Only users with the Company Administrator<\/strong> role can create risk management templates.<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>

Steps<\/h2><\/div><\/div><\/div><\/div><\/div>

1<\/p>\n<\/div><\/div><\/div>

Go to HSE Management<\/strong> in the top menu and select Risk management templates<\/strong>.<\/p>\n<\/div>

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2<\/p>\n<\/div><\/div><\/div>

Find an existing template in the list, click the three dots to the right of it, and click Duplicate<\/strong>. To start a template from scratch instead, click New template<\/strong> \u2013 see How to create a risk management template<\/a>.<\/p>\n<\/div>

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3<\/p>\n<\/div><\/div><\/div>

The template opens with the same name as the original, with – copy<\/strong> added. Frequency of use<\/strong> and Exposure level<\/strong> are already filled in with the same values as the template you duplicated. Click the info icon (\u24d8) next to Exposure level<\/strong> to read more about the two categories.<\/p>\n<\/div>

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4<\/p>\n<\/div><\/div><\/div>

Click Next step<\/strong> to work through the template step by step, or jump straight to any step by clicking the pen next to it in the menu on the left.<\/p>\n

The next step is Can you eliminate the chemical?<\/strong>:<\/p>\n