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A user may edit or delete by navigating to the Risk page,and click on “Edit” or “Delete” button on top banner
A user may edit or delete from the Risk Register page by clicking the “Show More Actions” button
On click of the “Edit” button (on either Risk Register or Risk page), the Edit Risk popup displays. Users can make the changes as required and then click on “Save”.
The user can edit the risk to relate it to other existing Risks, Activities and Framework Objectives.
On clicking “Save”, the Risk is updated as per the change made and the page refreshes to show the updated details
On clicking “Delete” (on either Risk Register or Risk page), the user sees a confirmation popup.
On clicking “Delete” in the confirmation popup, the Risk is deleted, the page refreshes and shows the updated details on Risk Register page
Users can also edit individual details on the Risk record page by clicking on the “Edit” icon next to field
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4. The user can also Edit/Delete Risk Cause from the Risk Causes list view page by clicking on the “Show More Actions” and following the steps 2 or 3
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Risk Actions
Risk Actions enables users to create, track and manage mitigation actions associated with impending risks and response actions associated with risk incidents. Risk actions can be created, edited and deleted either from the risk record page or from the risk action object list view.
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The user can navigate to the Risk record page and find the Risk Action related list
The user can then click on “New” to get the popup for adding a new Risk Action Action
The user can then enter all the details on the popup and click Save
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User can click on “New” to get the popup to add details for Risk Action
The user can then enter the relevant details
The user can then click Save to create a new Risk Action record
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Edit/Delete a Risk Action
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A user may edit or delete from the related list on the Risk page by clicking the “Show More Actions” dropdown button
On clicking “Edit” the user will see a popup where they can edit details and click Save
On clicking “Delete” in step 1 the user sees a confirmation popup, to confirm click on the “Delete” button
4. The user can also Edit/Delete Risk Actions from the Risk Action list view page by clicking on the “more actions” dropdown button and following step 2 or step 3
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View a Risk Assessment
To view/create a list of Risk Assessments for a Risk, the user needs to scroll down the Risk page.
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Clicking on a Risk Assessment will open the Risk Assessment record where all details are listed.
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Details on the Risk Assessment Record page are controlled through Page Layout on ampi__Risk_Assessment__c which can be customised as per the organization’s needs. |
Create a Risk Assessment
To create a new Risk Assessment, users needs to click on “New” button on Risk Assessment list on Risk page
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On clicking “Save”, the Risk page will refresh and the updated Risk Assessment list will be displayed
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Edit/Delete a Risk Assessment
A Risk can be edited or deleted using one of the two methods outlined below::
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On clicking “Edit” (on either Risk Register or Risk page), the Edit Risk popup displays. Users can make the changes as required and then click on “Save”.
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On clicking “Save”, the Risk is updated as per changes made and the page refreshes to show the updated details.
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On clicking “Delete” (on either Risk Register or Risk page), a confirmation popup displays.
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On clicking “Delete” in the confirmation popup, the Risk is deleted and the page refreshes/navigates to show the updated details on Risk Register page
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Users can also edit individual details on a Risk record page by clicking the “Edit” icon next to the field.
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Using Submissions for Narrative Risk Reporting
The Submissions feature provides users the opportunity to collect narrative information. This can be setup both in Native Salesforce and/or Salesforce Digital Experience.
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Clicking on a Submission will open that particular Submission record where (on Submissions tab) a Narrative Report can be defined or reported upon.
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Users must have permissions to access Submissions for a Risk Assessment. Submissions can be assigned to a Grantee/Reporter via a Digital Experience. Please refer to the Submissions guide for details on how to set up Submissions and assign them to users for reporting. |