Camms.Risk Evolved Feature Review | Risk Creation Guide

1. Creating a Risk Type

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

Figure 2.1: Navigating to 'Risk Types' and clicking on 'Add new'
  • 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.

2. Field Configuration

  • 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.

3. Register Configuration

  • 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.

4. Other Risk Settings

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

5. Creating a Risk

  • 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.

6. Registers

  • 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.