Assembling the plan structure
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Prerequisites
- Access to the Plan menu (RI430) .
- Risk and control plan previously registered.
- User with permission to modify the plan structure.
Presentation
After creating the plan, it is necessary to define its structure, associating risks, controls, and elements that will compose it.
When assembling the structure, the displayed items vary according to the scope defined in the plan data. If the selected scope is Process , it will consist of the activities of the specified process; if it is Project , of the activities of the indicated project; and, if it is Performance , of the elements and indicators of the scorecard. In the Risk or Asset scopes , the structure will be displayed empty.
This article will demonstrate how to assemble the structure of a plan.
Assembling the plan structure
1. Access the Plan menu (RI430) .
2. Search for the plan you want to set up the structure for and click the button 
.
3. The planning screen will be displayed. If the plan was created from a template or another plan , the structure may be presented already assembled; however, it is possible to edit it. For blank structures, it is possible to:
- Include risk, opportunity, and control elements and analysis.
Include
To add an element , risk , opportunity , and control to the plan structure, click Include and then the desired option:
Element
This option will only be displayed if the plan scope is Risk or Asset .
In the Element field of the screen that will appear, select the element you want to include in the plan.
Risk
On the screen that opens, select one of the following options:
- Create analysis : allows you to create an analysis of a risk. To do this, in the Risk field , select the risk for which the analysis will be created.
- Duplicate analysis : allows you to create a copy of a risk analysis and associate it with the plan. To do this, in the Risk analysis field , locate and select the desired risk analysis.
When creating a risk analysis , if treatments and controls were associated with the risk used during its registration, these will be automatically displayed in the plan's structure.
When you save the inclusion of a risk analysis , the analysis screen will open. For more information, see the article Creating a risk analysis .
Opportunity
On the screen that opens, select one of the following options:
- Create analysis : allows you to create an analysis of an opportunity. To do this, in the Opportunity field , select the opportunity for which you will create the analysis.
- Duplicate analysis : allows you to create a copy of an opportunity analysis and associate it with the plan. To do this, in the Opportunity analysis field , locate and select the desired opportunity analysis.
Control
On the screen that opens, select one of the following options:
- Create analysis : Allows you to create an analysis of a control. To do this, in the Control field , select the control for which the analysis will be created.
- Duplicate analysis : allows you to create a copy of a control analysis and associate it with the plan. To do this, in the Control Analysis field , locate and select the desired control analysis.
When you save the inclusion of a control analysis , the analysis screen will open. For more information, see the article Creating a control analysis .
Active
This option will only be displayed if the plan scope is Active .
On the screen that appears, locate and select the asset you wish to include in the plan.
- Link risk, opportunity, and control analyses from other approved plans.
Link
To link risk , opportunity , and control analyses from other approved plans to the plan's structure, click on Link and then on the desired option:
Risk
It will only be possible to associate risk analyses from other plans that have the same evaluation method settings.
Opportunity
Perform the linking of the opportunity analysis.
Control
The associated control analyses may influence the residual risk result, if configured in the Include residual assessment field , on the data screen accessed via the Plan menu (RI430) .
- Associate element, risk, opportunity, or control.
Associate
To associate an element , risk , opportunity , and control with the plan structure, click Associate and then the desired option.
The Element option will only be displayed if the plan's scope is Risk or Asset .
If the plan on which the structure will be built is approved and the revision model is Simplified , the Enable editing button will be displayed. In this case, click it to enable editing of the plan structure and create a new revision. However, if the plan's status is under review , planning , or development , the button displayed will be Release version .
4. After adding, linking, or associating items with the structure, you can edit or delete them if necessary.
To do this, select the desired item and click Delete or Change .
When you click on Change , the screen displayed varies depending on the type of item selected:
- Plan : displays the plan data screen, allowing it to be edited. This option will only be available if the plan scope is Risk .
- Element : Opens the plan item screen, where you can add attachments, associate documents, or link an item from a SWOT matrix (strengths, weaknesses, threats, or opportunities).
- Risk : Opens the screen to perform the risk analysis. However, if the analysis was associated from another plan, it will not be available for editing, only for viewing.
- Control : Opens the screen to perform the control analysis. Similarly, if the analysis was associated from another plan, it will not be available for editing, only for viewing.
When the structure includes a project , project activity , process , process activity , scorecard , scorecard structure items , or an asset , the Change option will open the corresponding data screen for viewing only , without the possibility of editing.
Update the plan calculation
The Calculate option will only be displayed when the context is configured with automatic risk calculation . Use this option whenever it is necessary to update the plan's risk calculation.
For more information about setting up the context, click here .
Check plan restrictions
The "Assess plan" option is used to analyze the risk or control selected in the framework and check for any restrictions, such as pending actions, incomplete risk assessments, or incomplete controls, that prevent progress in the plan review stages. This option can be used when the plan is under review.
Click on "Evaluate plan" and, if there are any restrictions, they will be displayed. In that case, click on the restriction to open the corresponding data; the screen will then be displayed to make the necessary adjustments.
For more information, see the articles Creating a control analysis and Creating a risk analysis .
Conclusion
With the plan structure properly assembled, the next step is to register the element .