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Risk
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Register Overview
A Risk Register is a collection of similar Risks, and users may define as many Risk Registers per project as needed. For example, a Risk Register called “Macroeconomic Risks” can be used to define all the Risks that a project faces due to macroeconomic changes like changes in government regulations.
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A Risk can be edited or deleted using one of the two methods outlined below: :
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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Risk Relationships
The Risk Relationship object enables users to create relationships associated with Risks. Users can link risks with other relevant Risks, Framework Objectives, and Activities. Users can create, edit, and delete these relationships either from the risk record page or the risk relationship object list view.
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Risk Relationships can be created from the Risk record page by following the steps mentioned below:
The user can navigate to the Risk record page and on the related list find Risk Relationships.
The user can then click on “new” to get the popup for adding a new Risk Relationship.
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3. The user can then enter all the details on the popup and click on Save
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Risk Relationships can be created from the Risk list view by following the steps mentioned below:
Users can click on “New” to get the popup to add details for Risk Relationships
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2. The user can then enter the details to create a Risk Relationship record
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Edit/Delete a Risk Relationship
A user may edit or delete from the related list by clicking the “Show More Actions” button
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2. On clicking “Edit” the user will see a popup where they can edit the details and click Save
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Risk Causes can be created from within the Risk record page by following the steps mentioned below:
The user can navigate to the Risk record page and scroll down to the Risk Causes related list
The user can then click on “New” to get the popup for adding a new Risk Cause
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3. The user can then enter all the details on the popup and click Save
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Risk Relationships can also be created from the Risk Cause list view page by following the steps mentioned below:
Users can navigate to the Risk Cause list view and click on “New” to get the popup to add details for Risk Cause
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2. The user can then enter the details to create a Risk Cause record and click on the Save button to create a Risk Cause
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Risk Causes can be edited/deleted by following the steps mentioned below:
A user may edit or delete from the related list by clicking on the “Show More Actions” dropdown button
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2. On clicking “Edit” the user will see a popup where they can edit the details and click Save
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Risk Causes can be created from within the Risk record page by following the steps mentioned below:
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
The user can then enter all the details on the popup and click Save
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Risk Actions can also be created from the Risk Action list view page by:
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
Edit/Delete a Risk Action
Risk Actions can be edited/deleted by following the steps mentioned below:
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
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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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