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How to Send or Export a Risk from the Risk Details Screen

Use the menu button (three dots) on the Risk Details screen to export a risk or send it to another user for review.

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Written by Nigel Groen
Updated over 3 weeks ago

Accessing the Menu Button

On the Risk Details screen, click the ellipsis icon (⋯) next to the Risk Owner and Portfolio fields to open the menu.

Options include:

  • Delete
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  • Change Log View On/Off
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  • Export Risk
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  • Send Risk
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a. Export Risk

  • Available to Standard and Admin Users
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  • Downloads an Excel file containing the full risk record
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  • File layout closely mirrors the Risk Details screen
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    • Includes Bow Tie diagram, scores, and attributes
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b. Send Risk

Allows users to email other Essential ERM users with a link to a specific Risk Details screen.

Steps:

  1. Click Send Risk from the menu
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  2. In the popup window:
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    • Select one or more recipients
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    • Optionally CC yourself
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    • Choose whether to send:
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      • A combined email to all recipients
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      • Individual emails for privacy
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    • Edit the instructional message if needed
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  3. Click Send
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What Recipients See:

  • They receive an email with a direct link to the Risk
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  • If not logged in, they are prompted to authenticate first
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  • After login, they are taken directly to the Risk Details screen without further navigation
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This feature simplifies reviews and speeds up collaboration across teams.

Applies to: Standard Users, Admin Users

Keywords: send risk, export risk, risk details, share risk, email risk, review request, download risk, ellipsis menu

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