Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Copy a risk assessment methodology

Modify your risk assessment methodology (RAM) and factors by creating a copy of the record. The option to copy allows the system to create a true copy of the underlying record including all the related lists. This action saves the time of risk administrators as they do not have to create the records from the beginning each time.

Before you begin

Role required: sn_risk.admin

Procedure

  1. Navigate to All > Advanced Risk Assessment > Administration > Risk Assessment Methodologies

  2. Open the RAM you want to copy.

  3. Select Copy.

Parent Topic:Perform Advanced Risk Assessment