Introduction & Logging In

• Welcome

• Logging In

Home Page and Navigation

• Home Page

• Welcome Panel

• Top Navigation Panel

• Common Icons

My Quick Update

• My Risks

• Risk Actions

• My Controls

• My Approvals

• Key Risk Indicators (KRIs)

Control Register

• Overview

  • Control Title Link

  • Control Links

• New Controls

• Search/Filter

• Export to Excel

Executive Intelligence

• EIS Risk

• EIS Securities

Risk Analysis

• Overview

• Heatmap Dashboard

Dashboard

• Overview

• Chart Settings

  • Widget Colours

• Overview Tab

• Risk Tab

• Controls Tab

• Actions Tab

My Settings

• Overview

• Language

• Change Password

• Settings

• My Quick Update Settings

• Regional Settings

Risk Registers

• Overview

• Group and Filter/Search Records

  • Sorting by Monte-Carlo projection values

• Excel Export

• Add New Risk

• Strategic Risk Register

  • Performance Indicators

• Operational Risk Register

• Project Risk Register

  • Quick Settings

  • Critical Path Delays

• IT Risk Register

Risk History

Risk Assessment

• Initial (Inherent) Risk Assessment

  • Heatmap within Assessment Tabs

  • Primary Risk Sub Categories

  • Secondary Risk Categories

  • Controls

  • Creating a Risk as a Draft for Approval

  • Add to Business/Strategic Plan

• Current/Residual Risk Assessment

  • Risk Actions

• Future Risk Assessment

  • Monte Carlo Analysis

• Risk Review

• Attach Documents

• Create Linkages

Risk Appetite Configuration

• Overview

• Appetite Benchmarks

  • Assign Appetite Benchmarks

  • Set Up Rating Types

  • View Risk Appetite Ratings

Risk Actions

• Risk Action Performance Indicators

  • Colour Codes

  • Performance Calculations

  • Performance Threshold Values

• Risk Action Grid in Risk Assessments

  • Adding a New Action to a Risk

  • Linking an Existing Action to a Risk

    • User Permissions for Adding/Linking Action to a Risk

• Risk Action Details

  • Linkages

    • Add to Business/Strategic Plan

  • Convert Risk Action to Control

  • Create Task from Risk Action

• Links

  • Risk Actions and Audit Recommendations

Control Management

• Overview

• Pre-conditions

• Creating a Control

• Control Details

  • Control Details Tab

  • Documents Tab

  • Links Tab

• Control Record Details

  • Adding a Control Record Detail

Quick Risk Action Search

• Overview

• Quick Treatments Search

• Quick Recommendation Search

• Quick Recommendation Update Page

Risk Approval

• Static Hierarchy Permissions

• Flex Hierarchy Permissions

• Risk Preparing and Approving

Risk Reports

• Overview

•  Full Risk Register Report (Standard)

• Simple Risk Register (Standard)

• Individual Risk Report (standard)

• Operational Risk Report (Standard)

• Project Risk Report - Standard

• Strategic Risk Report - Standard

• Risk Action Summary Report

• Risk Executive Report

• Risk Professional System Administration Report

• Risk Status Report

• Risk Action Status Report

• Risk Action Report

• Risk Linkages Report

Prerequisites

Permissions and Staff Management

• Risk – Static Permissions

• Risk – Flex Permissions

• Controls – Static Permissions

• Controls – Flex Permissions

• Staff Management

Risk Settings

• Risk Types

• Criteria

• Appetite

• Risk Rating Type

• Calculations

• Risk Aggregation

• Categories

• Treatment

• Risk Code

• Bow Tie

• Field Configuration

  • Overview

  • Add multiple Hierarchy type Linkage Fields

  • Rearrange Order of Fields

  • Enter a Label Name for a Field

  • Add a Help Text to a Field

  • Making a Field Visible and/or Mandatory

  • Making a Field visible in My Quick Updates

  • Hyperlinked Fields

  • Risk Review Tab

    • Hiding the Risk Review tab in the Workflow

  • Risk Actions Tab

    • Displaying Performance Indicators for Risk Treatment Actions

• Register Configuration

• Risk Templates

• Approvals

• Display Text

• Risk Review Commentary

• Review Frequency

• Custom Lists

• Consequence Table

• Likelihood Table

• Heatmap Settings

• Custom Hierarchy Lists

Control Settings

• Overview

• Control Rating

• Field Configuration

  • Control Details Tab

    • Control Field Sequence

    • Control Field Label Name

    • Control Field  Help Text

    • Unique per Record

      • Unticked (maintained as common fields)

      • Ticked (maintained as unique fields)

      • Ticked and Unticked (maintained as a combination of unique and common fields)

    • Field Visibility in Control Detail, Control

    • Record Details, and Control Record Grid pages

    • Displaying Fields in the My Quick Update page

    • Mandatory Fields

    • Hyperlinked Control Fields

  • Documents Tab

  • Links Tab

  • Control Assessment Tab

• Register Configuration

• Custom Lists

• Notification Configurations

  • Email Templates

  • Email

  • Email Server Configuration

Users and Staff

• Overview

• Users

  • User List

  • Manage Users

  • Staff Grouping

Organisation Details and Other

• Client Details

• Directorate

• Business Unit

• Service Profile

• Staff

  • Static Hierarchy Users

  • Flex Hierarchy Users

• Actions

• Projects

  • Add Project Specific Permissions for Project Risks

  • Viewing Linked Project Risks in Project Risk Register

• Key Risk Indicators

Risk Administration

• Overview

• Notification Templates

• Notifications

  • Email Triggers

• Email Server Configuration

System Settings

Configuration

• Overview

• SWOT Type

• Action Progress Targets

• Document Management

• Action Progress Thresholds

• Settings

Reassign Staff Responsibilities

• Overview

  • Permissions

  • Navigation

• Reassigning Staff Responsibilities

  • Accessing staff responsibilities

    • Reassigning responsibilities individually

    • Reassigning responsibilities in bulk

Risk Reports – Administration

• Administration Reports 

• Overview

• Organisation View

• Organisational List

• Staff list

• User Overview

• Risk Profile Map Report

• Overdue Summary Report 

• Risk Control Overview Report 

• Risk Linkages Report 

Troubleshooting