This section will let you customise and configure fields within the different phases of risk assessments.

In addition to the standard fields, the following fields can be customised and activated for Risk Assessment templates:

• 10 multiline text fields

• 20 custom list fields

• 5 tick boxes

• 10 custom (single line) text fields

• 5 custom date fields

• 5 custom numeric fields

The following features are available in this section:

• Rearrange fields according to the order you prefer it to be displayed, for each risk assessment phase, risk control, and risk action.

• Specify a label name to be displayed for each field, for each risk assessment phase, risk control, and risk action.

• Specify a help text to be displayed for each field. 

• Specify the visibility and if the field is mandatory for each of the risk assessment phases, risk control, and risk action.

• Specify the visibility of the field under the 'My Quick Update' page.

• Show/hide the 'Risk Review' tab across all pages for a risk type.

Open

Figure 1.1

There are two methods how this can be done:

1. Dragging and dropping row

• STEP 1: Access the project risk, risk control, or risk action tab by clicking on the main tabs.

• STEP 2: Within Project Risk tab, access the risk assessment phase by clicking on the Assessment Phase Sub tab.

• STEP 3: Click and hold the field from the three horizontal dots in the right corner of the row and drag and drop the field to the new position to be displayed.

• STEP 4: Click on the Save button, placed at the top left corner of the window.

2. From Ordering column

2.1 This method is easy to use if the field or fields are placed right at the bottom of the list. 

• STEP 1: Access the project risk, risk control, or risk action tab by clicking on the main tabs.

• STEP 2: Within Project Risk tab, access the risk assessment phase by clicking on the Assessment Phase Sub tab.

• STEP 3: Select the field by ticking the checkbox in the left corner below the Ordering column, and move it one up, one down, to the top, or to the bottom of the list to be displayed, using the Top, Up, Down, Bottom buttons placed at the top left corner of the window.

• STEP 4: Click on the Save button, placed at the top left corner of the window

Open

Figure 2.1.1

• STEP 1: Access the project risk, risk control, or risk action tab by clicking on the main tabs.

• STEP 2: Within Project Risk tab, access the risk assessment phase by clicking on the assessment phase sub tab.

• STEP 3: In the row next to the field, under the 'Label Name' column, enter the label you wish the field to display. You can have different labels for the different assessment phases.

• STEP 4: Click on the Save button, placed at the top left corner of the window.

• STEP 1: Access the project risk, risk control, or risk action tab by clicking on the main tabs.

• STEP 2: Within Project Risk tab, access the risk assessment phase by clicking on the assessment phase sub tab.

• STEP 3: In the row next to the field, under the 'Help Text' column, enter the help text you wish the field to display when hovered over it. You can have different help text for the different assessment phases.

• STEP 4: Click on the Save button, placed at the top left corner of the window.

• STEP 1: Access the project risk, risk control, or risk action tab by clicking on the main tabs.

• STEP 2: Within the Project Risk tab, access the risk assessment phase by clicking on the assessment phase sub tab.

• STEP 3: In the row next to the field, under the column you wish to show/hide and/or make it mandatory, tick on the checkbox next to the 'Visible' value to make it visible and untick to hide the field. Likewise, tick the checkbox next to the 'Mandatory' field to make the field mandatory and untick to make it optional. You can change these settings for the different assessment phases.

• STEP 4: Click on the Save button, placed at the top left corner of the window.

The below table lists down the default configuration of the ‘Visibility’ and ‘Mandatory’ state of all standard fields.

• STEP 1: Access the project risk, risk control, or risk action tab by clicking on the main tabs.

• STEP 2: Within Project Risk tab, access the risk assessment phase by clicking on the assessment phase sub tab.

• STEP 3: In the row next to the field, under the 'Quick Update' column, tick/untick on the Visible checkbox you wish to show/hide the field in the 'My Quick Update' page expand detailed view. You can change these settings for the different assessment phases.

• STEP 4: Click on the Save button, placed at the top left corner of the window.

Click on project risk type main tab and click on the 'Risk Review' subtab to access its fields.

7.1 Hiding the Risk Review tab in the workflow

You can hide the entire Review tab along with its fields across all windows by clicking on the Show Tab toggle switch.

• The OFF toggle switch will hide the Risk Review tab and its fields for configuration.

• The ON toggle switch will show the Risk Review tab and its fields as before, to perform field configurations.

• When the 'Show Tab' toggle is OFF, the ‘Next Review Date’ column in the risk register within the Risk Assessment object and the ‘Review’ tab within the risk workflow will be hidden. 

• Based on the 'Show Tab' toggle status, all columns/fields related to the risk Review tab will be hidden from the following sections:

  • Project Hub > Risks

  • My Quick Update > My Risks

The following hyperlinked fields will contain extra settings that could be enabled, assessment wise:

1. Risk Assessment – Show Risk Score: By ticking this setting, the Risk Score will be displayed in the Detail pages.

2. Risk Appetite Rating – Show Appetite Score: By ticking this setting, the Appetite Score will be displayed in the Detail pages.

3. Risk Treatment – Ability Select Multiple Risk Treatments: By ticking this setting, you will be able to select multiple treatments.

• STEP 1: Click on a hyperlinked field.

• STEP 2: Click on the checkbox to enable the setting.

• STEP 3: Click Save at the bottom of the popup window.

Click on the Risk Controls main tab to set the ‘Mandatory’ state of all fields under Risk Controls separately, in the Control Detail page, Control Risk Detail, and Risk Grid. 

The configurations in the risk controls section will behave as below:

The below additional configurations will be available under this section:

Controls: Enables the Risk control grid within the assessments. 

Risk treatment: Enables the Risk treatments grid within the assessments. 

Solutions: Enables the Risk actions grid within the assessments. 

Monte Carlo Analysis: Enables the Monte Carlo Analysis within the assessments For all of the above fields, below properties can be set:

Label Name: The name of the field/control. 

Visible: Set the visibility of the field/control in Inherent/Residual and Future assessment tabs.

Mandatory: Set if the field/control is mandatory or not in Inherent/Residual and Future assessment tabs.

Additional properties of the Monte Carlo Analysis and related fields can be accessed by clicking on the hyperlinked field name.

Click on the Risk Actions main tab to configure the visibility of the Risk Action grid, Risk Action details page, My Quick Update grid, and My Quick Update details page. Additionally, configure the fields as mandatory or not.

This page will have a two-tab view labelled as ‘Details’ and ‘Links’.

• Details – Configure risk action fields here.

• Links – The visibility of the ‘Links’ Tab within the Action details page can be configured by ticking the Show Links checkbox within this tab for a risk action. This tab enables you to create a linkage between a risk action and an audit action.