How to Import Risk Characteristics to the SoftComply Risk Manager
- Margus Nael
- Marion Lepmets
This page is for the SoftComply Risk Manager app on cloud:
Other risk apps and platforms have different instructions for import!
Quick overview
Link on top of the table page in Risk Manager application opens Jiras own import feature. Thus it is same view that you can open from other places where you can initiate “External System import” in Jira. Mostly this process involves few steps: 1) upload csv, 2) map csv values to Jira fields 3)begin import. While in general it is quite straight forward, then importing risk characteristics (Severity and Probability) can be quite tricky.
Risk characteristic fields are using in the background single select fields with project specific options (e.g. for Severity the options are Severe, Minor, etc). Now the Jira does not know how to import value “Minor” or “Probable” i.e. it cannot import textual values. But it can import these values based on id-s. When you know the correct id-s then replacing the textual values with correct id-s is all you need to know. But be aware that each Jira project has different set of id-s (because each Jira project can have different risk matrix).
Also be aware that Jira allows to import values that might be from other projects options. So the value is displayed in the table, but the option is not existing in your project! That works in Risk Manager views but Jira other searches could then display wrong information.
Step 1: Know the option IDs fo your Jira project.
Just create on Jira issue into the project and then open following REST API call in your browser:
https://your-host.atlassian.net/rest/api/latest/issue/KEY-123?expand=editmeta
NB! change your host and the issue KEY-123 with your specific values.
Then just find all 4 characteristics (correct ones have com-softcomply-… in their key):
com-softcomply-riskmanager-cloud__severitycom-softcomply-riskmanager-cloud__severity-finalcom-softcomply-riskmanager-cloud__probabilitycom-softcomply-riskmanager-cloud__probability-final
Each field has allowedValues listed in the array. Below in the example there are 5 values for Severity that each has separate numeric id-s (from 1656-1660). The numeric id-s you can use to import that Severity characteristics values.
Step 2: use “Map field value” when importing
When you are in the middle of import just use the “Map field value” checkbox. Then you can map your excel values with these new option id-s as a next step.
Step 3: Map your textual characteristic option values with correct id-s.
