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How to send/export risk on Risk Details Screen
How to send/export risk on Risk Details Screen
G
Written by Gagan
Updated over a week ago

The ellipses icon appears many times throughout the system as a Menu Button.

On the Risk Details screen, the Menu Button can be expanded to display the following options: Delete, Change Log View On/Off, Export Risk, Send Risk.

a. Export Risk

This allows Standard and Admin Users to download the data contents of the Risk Details screen in an Excel file. The file is structured with a layout similar to the Risk Details screen (including Bow Tie diagram)

b. Send Risk

This option allows Standard and Admin Users to send an email to another system User (or Users) to ask them to review the Risk Details screen. After selecting this option, the following pop up screen will appear.

The User selects the Users they wish to send the email to. The first checkbox allows the User to CC themselves in the email that will be sent. If there are multiple Users who will receive the email, checking the second checkbox will combine all Users into a single email, such that Users will see who else has also received the review request. Leaving this checkbox unchecked will result in each User receiving their own private email. The User can also edit a portion of the instruction text that will be included in the email sent to the recipients.

Recipients will receive the following email, with a link directing them to the Risk to be reviewed.

Once the User clicks on the link, they will be directed to the login screen (if they are not already authenticated in the system). Once the User completes the authentication process, the Risk Details screen will open immediately, without requiring the User to navigate to it. In this way, the Send Risk feature simplifies the review process for recipients.

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