The workspace menu provides the key updating and viewing areas of the system. The workspace offers the areas which are the key responsibilities of the user, as well as allowing access to the analysis areas for Risk. You can access the Workspace menu from the top menu navigation icon dropdown (or the hamburger menu):
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Note: The 'My Quick Update' area can be accessed from your left-hand navigation panel for easy access. |
The ‘My Quick Update’ page will display all Risks, Risk Actions, Risk Controls, KRIs, and Approvals that you are responsible for, along with any approval requests that are assigned to you. Additionally, the following functionalities are offered making it easier for you to carry out periodic updates:
Displays the progress and performance of records.
Hyperlinked records to navigate you to the record details page.
Expand the update area of the record to view further details.
Allows you to update and save multiple records in one click.
Consists of extensive filters to search for a specific record(s).
Email icon to send an email with comments during updates.
‘My Quick Updates’ consists of four main sections: My Risk, My Risk Actions, My Risk Controls, My Approvals, and My Key Risk Indicators.
My Risks is further sectioned out as: Strategic Risks, Operational Risks, Project Risks, and Corporate Risks.
My Approvals section will show all Risk Creation approval submissions assigned to you for you. You can then add a comment and approve/reject if required. This will constitute of Risk, Incident, and Incident action related approvals.
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Tip: Based on the products activated for you, Incidents, Incident Actions, Root Cause Analyses, Sign Offs, Compliance Requirements, Compliance Actions, Audit Recommendations will be displayed in your quick update section. Detailed guides on these areas will be found under articles in the respective products. |
A maximum of five (5) records are displayed under each section. If you wish to view all records of one section, click on 'Showing X of Y' and an expanded view will be displayed. The expanded view will display a maximum of 15 records per page. You can use the page panel at the bottom to navigate through pages.
The Widgets will be shown at the top of the Quick Update page, presenting the aggregate count of responsibilities assigned for each activated responsibility type in your organization. They will be categorized by Risk Type and further grouped by Entities for Project Risk Types
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Note: If there are any sections in the 'My Quick Update' which has no records to show, these sections will be hidden for the user. Example: If the logged in user Joe Smith does not have any responsible risk records in the system, the ‘My Risks’ section will be completely hidden to him in the ‘My Quick Update’ area of the application. |
View more details under the following sections:
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