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Editing Rulebooks Offline

You can also edit existing or create new rulebooks by exporting and importing .xslx files. This allows you to tailor your rulebooks offline to bring into Access Risk Management.

To edit an existing rulebook:

  1. Export your rulebooks and select the Export All option.

  2. Use the tabs at the bottom to display the different components of the rulebook, such as rule mappings, business processes, and rule mitigations. Refer to Understanding Rulebook Logic for guidance on editing your rulebook.

  3. Make your edits and import the new rulebooks to Access Risk Management.


Select Export All to ensure nothing is lost or overwritten when importing the new rulebook into Access Risk Management. Use caution when importing new rulebooks as they overwrite all existing ones.