From 857a611fc37c17603ee70605839ca3c0c724b9a9 Mon Sep 17 00:00:00 2001 From: Juan Date: Wed, 26 Aug 2026 13:12:09 +0200 Subject: [PATCH] Note that a risk tier template can move between organizations MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit The page covered the whole lifecycle of a template inside one organization and said nothing about carrying one elsewhere, which an organization template export supports. Kept short deliberately: the release note covers the headline and that imported templates arrive as drafts, so this records only what has no signal anywhere in the product — that stage lists and workflow bindings do not travel, and that a template is skipped whole, silently, when the destination organization lacks an inventory field one of its components scores. Co-Authored-By: Claude Opus 5 (1M context) --- site/guide/risk-tiering/manage-risk-tier-templates.qmd | 8 ++++++++ 1 file changed, 8 insertions(+) diff --git a/site/guide/risk-tiering/manage-risk-tier-templates.qmd b/site/guide/risk-tiering/manage-risk-tier-templates.qmd index 0ac0b301b..6a5e22638 100644 --- a/site/guide/risk-tiering/manage-risk-tier-templates.qmd +++ b/site/guide/risk-tiering/manage-risk-tier-templates.qmd @@ -122,6 +122,14 @@ Only **Draft** templates can be deleted. Active and Archived templates are perma Every template's detail page shows its full version history — all published versions with their version numbers, publication dates, and current status. Archived versions remain readable at any time for audit purposes and can be restored as described above. +## Move a template to another organization + +An administrator can carry a published risk tier template to another organization as part of an organization template export, performed from the Admin UI rather than from Settings. Only the **Active** version of a lineage travels, and it arrives in the destination organization as a **Draft** to be published there. Governance stage lists and workflow bindings are not carried and need configuring in the new organization. + +:::{.callout-note} +If the destination organization is missing an inventory field that one of the template's components scores, the whole template is skipped rather than imported with a gap — a partial methodology would score records differently without saying so. Nothing in the UI signals this, so if a template you expected does not appear, ask your administrator to check the service logs. +::: + ## What's next - [Configure risk tier calculation](configure-risk-tier-calculation.qmd) — set up scoring levels, factors, components, thresholds, and override rules.