Bulk Upload for Risk Assessment Application

User Guide: Bulk Upload for Risk Assessment Application

Welcome to the Bulk Upload module of our Risk Assessment application! This feature allows users to create data from download excel sheets and upload into the application through excel sheet. This guide will walk you through the functionality and capabilities of the Bulk Upload module in detail.

1. Overview of Bulk Upload Sub module

Bulk upload refers to the process of importing a large amount of data or records into the system at once, rather than entering them individually. This feature is typically used to streamline the process of adding multiple documents, records, or entries that need to be tracked, reviewed, or stored for compliance purposes.

In bulk upload sub module page user can upload data in to the following modules:

• Categories & Typing:
• Global Register
• Facility Types
• Region
• Respondents & Groupings:
• Assets
• Threats
• Vulnerabilities
• Content
• Users
• Facility
• Recommendations

1. Language Options for Bulk Upload in Risk Assessment Product

To cater to diverse user needs, the Bulk Upload Sub module supports multiple languages. You can select your preferred language from the dropdown menu located at the top of the screen. This ensures that Bulk Upload screen displayed in the selected language, accessible and understandable across global teams.

1. Risk Assessment Bulk Upload questionnaires
2. How to open Bulk Upload sub module in Risk Assessment?

Bulk Upload module can be accessed from below navigation

• Navigate to Main Menu
• Select Risk Register module
• Select Bulk Upload Sub module menu

1. How to upload Global Registers in Categories & typing data in Risk Assessment bulk upload page?

• Go to Bulk Upload screen
• Click on Categories & Typing tab.
• Below modules should be displayed:
• Global Registers
• Facility Types
• Regions
• Click on Upload New Data button.
• Download popup should be displayed
• Click on download button.
• Excel sheet should be downloaded.
• In downloaded Excel sheet below field are mandatory for Global Register:
• Data Type: It is mandatory field.
• Data Name: It is mandatory field.
• Description
• Fill Global Register mandatory details in sheet & save the sheet.
• Click on Upload button in categories & typing.
• Bulk Upload Module dropdown sheet should be displayed.
• Click on popup dropdown sheet & select Global Register role.
• Click on select file button and upload Global Register role sheet.
• If the Global Register uploaded sheet is valid then successful message should be displayed on the page.
• Check whether uploaded Global Register should be displayed in Global Register module in Risk Register.
• If there was an error, you will be given the option of downloading an error spreadsheet. This

Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.

1. How to upload Facility Types in Categories & typing data in Risk Assessment bulk upload page?

• Go to Bulk Upload screen
• Click on Categories & Typing tab.
• Below modules should be displayed:
• Global Registers
• Facility Types
• Regions
• Click on Upload New Data button.
• Download popup should be displayed
• Click on download button.
• Excel sheet should be downloaded.
• In downloaded Excel sheet below field are mandatory for Facility Type:
• Facility Type: It is mandatory field.
• Facility Type Description.
• Criticality score edit.
• Fill Facility Type mandatory details in sheet & save the sheet.
• Click on Upload button in categories & typing.
• Bulk Upload Module dropdown sheet should be displayed.
• Click on popup dropdown sheet & select Facility Type role.
• Click on select file button and upload Facility Type role sheet.
• If the Facility Types uploaded sheet is valid then successful message should be displayed on the page.
• Check whether uploaded Facility Type should be displayed in Facility module in Risk Register.
• If there was an error, you will be given the option of downloading an error spreadsheet. This

Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.

1. How to upload Region in Categories & typing data in Risk Assessment bulk upload page?

• Go to Bulk Upload screen
• Click on Categories & Typing tab.
• Below modules should be displayed:
• Global Registers
• Facility Types
• Regions
• Click on Upload New Data button.
• Download popup should be displayed
• Click on download button.
• Excel sheet should be downloaded.
• In downloaded Excel sheet below field are mandatory for Region:
• Region: It is mandatory field.
• Description.
• Fill Facility Type mandatory details in sheet & save the sheet.
• Click on Upload button in categories & typing.
• Bulk Upload Module dropdown sheet should be displayed.
• Click on popup dropdown sheet & select Region role.
• Click on select file button and upload Region role sheet.
• If the Region uploaded sheet is valid then successful message should be displayed on the page.
• Check whether uploaded Region should be displayed in Facility module in Risk Register.
• If there was an error, you will be given the option of downloading an error spreadsheet. This

Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.

1. How to upload Assets in Respondents & Groupings tab in bulk upload page in Risk Assessment Product?

• Go to Risk Register module screen
• Click on bulk upload sub module.
• Click on Respondents & groupings tab.
• Below modules should be displayed:
• Assets
• Threats
• Vulnerabilities
• Click on Upload New Data button.
• Download popup should be displayed
• Click on download button.
• Excel sheet should be downloaded.
• In downloaded Excel sheet below field should be displayed for Assets:
• Asset Name: It is mandatory field.
• Asset Category: It is mandatory field.
• Criticality
• Description.
• Asset Replacement Cost
• Annual Cost
• Cost Per hour of unavailability
• Confidential Cost
• Potential Cost
• % of Mission dependent On This Asset
• Fill Assets data details in sheet & save the sheet.
• Click on Upload button in Respondents & Groupings
• Module dropdown sheet should be displayed.
• Click on popup dropdown sheet & select Assets.
• Click on select file button and upload Assets sheet.
• If the Assets uploaded sheet is valid then successful message should be displayed on the page.
• Check whether uploaded Assets should be displayed in Assets sub module in Risk Register module.
• If there was an error, you will be given the option of downloading an error spreadsheet. This

Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.

1. How to upload Threats in Respondents & Groupings tab in bulk upload page in Risk Assessment Product?

• Go to Risk Register module screen
• Click on bulk upload sub module.
• Click on Respondents & groupings tab.
• Below modules should be displayed:
• Assets
• Threats
• Vulnerabilities
• Click on Upload New Data button.
• Download popup should be displayed
• Click on download button.
• Excel sheet should be downloaded.
• In downloaded Excel sheet below field should be displayed for Threats:
• Threat Name: It is mandatory field.
• Threat Category: It is mandatory field.
• Likelihood: It is mandatory field.
• Impact: It is mandatory field.
• Description.
• Fill Threats data details in sheet & save the sheet.
• Click on Upload button in Respondents & Groupings
• Module dropdown sheet should be displayed.
• Click on popup dropdown sheet & select Threats.
• Click on select file button and upload Threats sheet.
• If the Threats uploaded sheet is valid then successful message should be displayed on the page.
• Check whether uploaded Threats should be displayed in Threats sub module in Risk Register module.
• If there was an error, you will be given the option of downloading an error spreadsheet. This

Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.

1. How to upload Vulnerabilities in Respondents & Groupings tab in bulk upload page in Risk Assessment Product?

• Go to Risk Register module screen
• Click on bulk upload sub module.
• Click on Respondents & groupings tab.
• Below modules should be displayed:
• Assets
• Threats
• Vulnerabilities
• Click on Upload New Data button.
• Download popup should be displayed
• Click on download button.
• Excel sheet should be downloaded.
• In downloaded Excel sheet below field should be displayed for Vulnerability:
• Vulnerability Name: It is mandatory field.
• Vulnerability Description
• Vulnerability Category: It is mandatory field.
• Vulnerability Rating
• Fill Vulnerability data details in sheet & save the sheet.
• Click on Upload button in Respondents & Groupings
• Module dropdown sheet should be displayed.
• Click on popup dropdown sheet & select Vulnerability.
• Click on select file button and upload Vulnerability sheet.
• If the vulnerability uploaded sheet is valid then successful message should be displayed on the page.
• Check whether uploaded vulnerability should be displayed in Vulnerability sub module in Risk Register module.
• If there was an error, you will be given the option of downloading an error spreadsheet. This

Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.

1. How to upload Users in Content tab in Risk Assessment product bulk upload page?

• Go to Bulk Upload screen
• Click on Content tab.
• Below modules should be displayed:
• Users
• Facility
• Recommendations
• Click on Upload New Data button.
• Download popup should be displayed
• Click on download button.
• Excel sheet should be downloaded.
• In downloaded Excel sheet below field should be displayed for Users:
• First Name: It is mandatory field
• Last Name: It is Mandatory field.
• Email id: It is mandatory field.
• Phone Number
• Role: It is mandatory field.
• Assessment Role: It is mandatory field.
• Risk Role: It is mandatory field
• Fill Users data details in sheet & save the sheet.
• Click on Upload button in Content tab page.
• Bulk upload user popup page should be displayed on the page. It should show below details
• Upload New Data
• Upload Existing Data
• Check whether by default upload new data check box should be displayed on the page.
• Check whether below sheets should be displayed in popup dropdown for Upload new data.
• Module dropdown sheet should be displayed.
• Click on popup dropdown sheet & select users.
• Click on select file button and upload user’s sheet.
• If the user’s uploaded sheet is valid then successful message should be displayed on the page.
• Check whether uploaded facility type should be displayed in user’s module.
• If there was an error, you will be given the option of downloading an error spreadsheet. This

Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.

1. How to upload Facility in Content tab in Risk Assessment product bulk upload page?

• Go to Bulk Upload screen
• Click on Content tab.
• Below modules should be displayed:
• Users
• Facility
• Recommendations
• Click on Upload New Data button.
• Download popup should be displayed
• Click on download button.
• Excel sheet should be downloaded.
• In downloaded Excel sheet below field should be displayed for facility :
• First Name
• Facility Type
• Region
• Address
• City
• State/Country/Providence/Other
• Country
• Zip
• Latitude
• Longitude
• Set Threat Level
• Third Party Options
• Consequences
• Manual Threat Level
• Threat Level for cap index
• Threat Level for security gauge
• Threat Level for world aware
• Risk Assessor
• Risk Manager
• Fill Facility data details in sheet & save the sheet.
• Click on Upload button in Content tab page.
• Bulk upload user popup page should be displayed on the page. It should show below details
• Upload New Data
• Upload Existing Data
• Check whether by default upload new data check box should be displayed on the page.
• Check whether below sheets should be displayed in popup dropdown for Upload new data.
• Module dropdown sheet should be displayed.
• Click on popup dropdown sheet & select Facility.
• Click on select file button and upload Facility sheet.
• If the Facility uploaded sheet is valid then successful message should be displayed on the page.
• Check whether uploaded facility should be displayed in Facility module.
• If there was an error, you will be given the option of downloading an error spreadsheet. This

Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.

1. How to upload Recommendation in Content tab in Risk Assessment product bulk upload page?

• Go to Bulk Upload screen
• Click on Content tab.
• Below modules should be displayed:
• Users
• Facility
• Recommendations
• Click on Upload New Data button.
• Download popup should be displayed
• Click on download button.
• Excel sheet should be downloaded.
• In downloaded Excel sheet below field should be displayed for Recommendations:
• Recommendation: It is mandatory field.
• Recommendation Category: It is mandatory field.
• Status Type
• Details
• Initial cost
• Annual Maintenance Cost
• Recommendation Owner
• Priority
• Control Effectiveness
• Recommendation Type
• Life Time
• Fill Recommendation data details in sheet & save the sheet.
• Click on Upload button in Content tab page.
• Bulk upload user popup page should be displayed on the page. It should show below details
• Upload New Data
• Upload Existing Data
• Check whether by default upload new data check box should be displayed on the page.
• Check whether below sheets should be displayed in popup dropdown for Upload new data.
• Module dropdown sheet should be displayed.
• Click on popup dropdown sheet & select Recommendation.
• Click on select file button and upload Recommendation sheet.
• If the Recommendation uploaded sheet is valid then successful message should be displayed on the page.
• Check whether uploaded Recommendation should be displayed in Risk Register module.
• If there was an error, you will be given the option of downloading an error spreadsheet. This

Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.

1. How to update Users in edit existing tab in Content tab in Risk Assessment product bulk upload page?

• Go to Bulk Upload screen
• Click on Content tab.
• Below modules should be displayed:
• Users
• Facility
• Recommendations
• Click on Upload New Data button.
• Download popup should be displayed
• Click on download button.
• Excel sheet should be downloaded.
• In downloaded Excel sheet below field should be displayed for Users:
• First Name: It is mandatory field
• Last Name: It is Mandatory field.
• Email id: It is mandatory field.
• Phone Number
• Role: It is mandatory field.
• Assessment Role: It is mandatory field.
• Job Title
• Session Time Out
• Site Representative
• Status
• Manager
• Risk Role: It is mandatory field
• Update users details in existing users data & save the sheet.
• Click on Upload button in Content tab page.
• Bulk upload user popup page should be displayed on the page. It should show below details
• Upload New Data
• Upload Existing Data
• Check whether by default upload new data check box should be displayed on the page.
• Select upload edit existing data checkbox.
• Click on select file button & upload updated/modified edit existing data sheet.
• Click on upload button.
• If the user’s uploaded sheet is valid then successful message should be displayed on the page.
• Check whether uploaded Users should be displayed in user’s module.
• If there was an error, you will be given the option of downloading an error spreadsheet. This

Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.

1. How to update Facility in edit existing tab in Content tab in Risk Assessment product bulk upload page?

• Go to Bulk Upload screen
• Click on Content tab.
• Below modules should be displayed:
• Users
• Facility
• Recommendations
• Click on edit existing data button.
• Edit Existing Data popup should be displayed on the page.
• Click on select module dropdown & select facility module.
• Click on download button.
• Edit Existing facility data Excel sheet should be downloaded.
• In downloaded Excel sheet below data should be displayed for facility :
• First Name
• Facility Type
• Region
• Address
• City
• State/Country/Providence/Other
• Country
• Zip
• Latitude
• Longitude
• Set Threat Level
• Third Party Options
• Consequences
• Manual Threat Level
• Threat Level for cap index
• Threat Level for security gauge
• Threat Level for world aware
• Risk Assessor
• Risk Manager
• Update/Modify Facility data details in existing downloaded data sheet & save the sheet.
• Click on Upload button in Content tab page.
• Bulk upload user popup page should be displayed on the page. It should show below details
• Upload New Data
• Upload Existing Data
• Check whether by default upload new data check box should be displayed on the page.
• Check Edit Existing Data sheet checkbox.
• Click on select file button and upload updated/ Modified Edit Existing Facility data sheet.
• If the Facility uploaded sheet is valid then successful message should be displayed on the page.
• Check whether uploaded facility should be displayed in Facility module.
• If there was an error, you will be given the option of downloading an error spreadsheet. This

Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.

1. How to update existing Recommendation data in Content tab in Risk Assessment product bulk upload page?

• Go to Bulk Upload screen
• Click on Content tab.
• Below modules should be displayed:
• Users
• Facility
• Recommendations
• Click on Edit Existing Data button.
• Edit Existing Data popup should be displayed on the page.
• Click on select module dropdown & select Recommendation module.
• Click on download button.
• Edit Existing facility data Excel sheet should be downloaded.
• In downloaded Excel sheet below data should be displayed for Recommendation In downloaded Excel sheet below field should be displayed for Recommendations:
• Recommendation Name: It is mandatory field.
• Recommendation Category: It is mandatory field.
• Status Type
• Details
• Initial cost
• Annual Maintenance Cost
• Recommendation Owner
• Priority
• Control Effectiveness
• Recommendation Type
• Life Time
• Update/Modify Edit Existing Recommendation data details in sheet & save the sheet.
• Click on Upload button in Content tab page.
• Bulk upload user popup page should be displayed on the page. It should show below details
• Upload New Data
• Upload Existing Data
• Check whether by default upload new data check box should be displayed on the page.
• Check edit existing data sheet.
• Click on select file button and upload updated/ Modified Recommendation sheet.
• If the Recommendation uploaded sheet is valid then successful message should be displayed on the page.
• Check whether uploaded Recommendation should be displayed in Risk Register module.
• If there was an error, you will be given the option of downloading an error spreadsheet. This

Sheet is identical to your uploaded file except that it will indicate the rows that contained the invalid or missing data.