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How to Use Business Areas in the Risk Details Screen

Business Areas are tags used to group and filter risks across the platform and in reports.

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Written by Nigel Groen
Updated over 3 weeks ago

What Are Business Areas?

  • Business Areas act as tags that can be attached to Risks.

  • A single Risk can have multiple Business Areas.

  • A single Business Area can be linked to many Risks (many-to-many).

Attaching or Removing Business Areas

  • Standard and Admin Users can click the dropdown in the Risk Details screen to:

    • Select one or more Business Areas

    • Remove one by clicking the small gray "x" on the tag

Managing Business Areas (Admins Only)

  • Only Admin Users can see the blue “edit business areas” link.

  • This allows Admins to:

    • Add new Business Areas

    • Rename or remove existing ones

  • Standard and Read-Only Users do not see the edit option.

Filtering by Business Area

Once Business Areas are applied, they can be used to filter:

  • The Enterprise Risk Console

  • Reports

  • The Advanced Export file

  • Many other screens across the system

Example: Attach a "Council" Business Area to relevant risks. You can then run a quarterly report filtered just for City Council’s top risks.

Applies to: Admin Users, Standard Users

Keywords: business area, tags, filtering, reports, admin settings, risk organization, enterprise console

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