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On clicking the “New” button, the Create New Risk pop-up will display. The user needs to fill in all the details for a new Risk and click on the “Save” button.
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Please note that the Risk Level field will be “view only” on the page layout, this field will be automatically populated based on the inputs from the Probability and Potential Impact fields. |
On clicking the “Save” button, the Risk record will be created and the updated Risk will be displayed. A stop light feature indicating a risk’s severity will display in Risk listviews and related lists.
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The Risk record page contains the details of a Risk, and a list of all Risk Assessments associated with it.
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Risk details and columns in Risk Assessment Related list can be customised through Risk Page Layout. |
Edit/Delete a Risk
A Risk can be edited or deleted using one of the two methods outlined below: :
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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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Edit/Delete a Risk Cause
Risk Causes can be edited/deleted by following the steps mentioned below:
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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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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 Assessment page and click on “Edit” or “Delete” button on top banner
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