Navigate to Mega Menu > Risk Settings > Risk Type to create a risk type.

Risk Type Title

• Users can specify the name of the risk type.

Field Type Name and information icon

• Users must specify a name that will be considered as the database field name for the specific risk type.

Help Text

• Users can enter a help text related to the risk type to be displayed across the application where needed. (Future)

Description

• Users can enter a brief definition of the risk type.

Hierarchy

• Users can link risk types to one or more hierarchy nodes and any risks created from this risk type will be automatically linked to the selected hierarchy node(s).

Entity Type

• Users can create risk types that are linked to entities (i.e Projects and/or Actions) if required. Ex: Project Risk.

Confidentiality

• Users can specify if they want to be able to create confidential risks of a particular risk type and which type of confidentiality to be considered.

Status

• Users can change the status of the risk type via this toggle. A risk type has to be active (toggled ON) to be used throughout the application.

Visible in Add New

• Toggling on will be considering the risk type to be shown in the Add New section on the LHS navigation menu and vice versa.

• The user needs to have ‘Add’ permission as well for the risk type to be shown in the Add new LHS menu.

Navigate to Mega Menu > Risk Settings > Field Configuration to configure.

• The fields visibility and mandatory for each risk type and/or risk actions.

• The tab names, tab visibility, and tab order for each risk type.

Navigate to Mega Menu > Risk Settings > Register Configuration to configure the columns and filters.

• For every risk type created a standard register will be automatically created.

• Users can also create additional custom registers combining one or more risk types.

For the register to be visible in the LHS menu, Mega menu, and Risk Registers area, permission to the relevant register should be given in Role Management > Risk Management. Example as below.

Once the relevant permission is given it will be displayed as follows.

Any other configurations required can be set up through Risk Settings by the Administrator.

A user can create a risk of a specific risk type (if s/he has the necessary permissions) by clicking on the Add New option in the LHS menu or found on the top right corner of the relevant risk register.

The risk creation page will then open with the fields configured within Field Configurations for the relevant risk type.

Once a risk is created it will be shown on the relevant register(s).

The register columns will be based on the fields made visible through register configuration.

A user can further filter the risks within a register using the filter tray that would be populated with the fields made searchable through register configuration.