The risk assessment feature can be switched on at the client level, matter level, or both if required. In order for the risk assessment to run correctly, it requires an initial setup.
Note: Setting up of the risk assessment requires supervisor permission.
Navigate to the drive where your DPS install is located.
Note: This is usually in the F: Drive but may be different for you). This step will require you to login to the hosted platform in order to access the DPSSQLConfig application.Within the F: Drive, find the DPSSQL folder, open DPSSQLConfig and log in using your supervisor credentials.
Within the config, go to the Company option on the bottom left and then select the Risk Assessment Settings tab at the top.
Client risk assessment
Once you've completed the above, select the Client Assessment option.
Threshold: This option allows you to set a threshold for failure. It is determined by the weight of the questions e.g. if two questions are marked with a weight of 10 and both are ticked, the risk assessment will fail.
Action: This option lets you choose what happens with a failed risk assessment.
Email Address: Here you can enter the email address you would like failed risk assessments to be sent to.
The table at the bottom allows you to manually enter your risk assessment questions.
Del.: Clicking on the red cross under this column allows you to delete the corresponding row.
Question: Enter the question here, as you would want it to appear in the risk assessment.
Weight: Here you can enter a value for the question if ticked e.g. a weight of 10 will add 10 points to score, bringing it 10 points closer to the threshold that is set.
Order: The order in which the questions will appear. 1 being highest.
Dormant: This toggle allows you to hide particular questions for users.
Matter risk assessment
The matter risk assessment is very similar to the client risk assessment however there are some view key differences in terms of setup.
App Code: This allows you to select the app code for the matters you want the risk assessment to apply to.
Department: You can drill down deeper into the app code and select a specific department you'd like this risk assessment to be applied to.
Matter Category: This is the last option that is different to the client risk assessment. It allows you to select a specific category from the department you may have chosen.