Note: You must have Master user permissions on your profile in order to access the account settings and module setup.
From the home page click Menu (the three horizontal lines in the top left of the screen)
Click Account Settings
Click Module Setup
Click Risk Management
Click Risk Register
Risk Status Setup
Click Edit to change the name of an existing risk status
Click Disable to remove the risk status from the available options, but retain it where used on records previously
Click Delete to completely remove the risk status (Note: This will affect existing records that have used this status, and will show blank when reporting)
Set as default option - make this risk status populate by default on new records. If already selected, this option will show as Remove Default to deselect.
Click +Add to create a new risk status
Set name for risk status
Click Save
Risk Likelihood Setup
Click Edit to change the name, value, colour and description of an existing risk likelihood
Click Disable to remove the risk likelihood from the available options, but retain it where used on records previously
Click Delete to completely remove the risk likelihood (Note: This will affect existing records that have used this likelihood, and will show blank when reporting)
Click +Add to create a new risk likelihood
Set name for risk likelihood
Set risk likelihood value (1=lowest)
Set colour value
Enter risk likelihood description
Click Save
Risk Impact Level Setup
Click Edit to change the name of an existing risk impact level name, value, colour and description
Click Disable to remove the risk impact level from the available options, but retain it where used on records previously
Click Delete to completely remove the risk impact level (Note: This will affect existing records that have used this status, and will show blank when reporting)
Click +Add to create a new risk impact level
Set name for risk impact level
Set risk impact level value (1=lowest)
Set colour value
Enter risk impact level description
Click Save
Risk Level Setup
Click Edit to change the name of an existing risk level name, range start and colour
Click Disable to remove the risk level from the available options, but retain it where used on records previously
Click Delete to completely remove the risk level (Note: This will affect existing records that have used this status, and will show blank when reporting)
Click +Add to create a new risk level
Set name for risk level
Set range start value (1=lowest)
Set colour value
Click Save