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Importing Rulebooks

If you choose to create a new rulebook or edit an existing one, you must import it into Access Risk Management to provide the information needed to identify and manage risks.

Warning

Importing new rulebooks overwrites all existing rulebooks.

To import a rulebook:

  1. Select RULEBOOKS and choose ALL RULEBOOKS.

  2. Select Import.

    Import rulebook window showing a dropdown with the ERPM Rulebook type and a section to upload a file.

  3. Use the Import Type dropdown menu to select the type of rulebook you are importing.

  4. Select Select files… and choose the .xlsx file to upload. You can repeat this step to import additional rulebooks.

  5. Select Upload to add your rulebook to Access Risk Management.

You can view your rulebook in the Rulebook Dashboard.

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