| Table of Contents | |
USER FUNCTION GUIDES | ADMIN FUNCTION GUIDES |
Welcome Logging In Home Page Welcome Panel Top Navigation Panel Common Icons My Risks My Risk Actions My Controls My Approvals Key Risk Indicators (KRIs) Overview Control Title Link Control Links New Controls Search/Filter Export to Excel Workspace – Executive Intelligence EIS Risk Overview Heatmap Dashboard Assessment Heatmap Charts Overview Chart Settings Widget Colours Dashboard Widgets Risk Controls Actions Overview Change Password Settings Risk Management – Risk Registers Overview Group and Filter/Search Records Sorting by Monte-Carlo projection values Excel Export Add New Risk Strategic Risk Register Performance Indicators Operational Risk Register Project Risk Register Quick Settings Critical Path Delays Corporate Risk Register Risk Management – Risk History Initial (Inherent) Risk Assessment Heatmap within Assessment Tabs Primary Risk Sub Categories Secondary Risk Categories Controls Creating a Risk as a Draft for Approval Add to Business/Strategic Plan Current/Residual Risk Assessment Risk Actions Future Risk Assessment Quantitative Risk Analysis (Monte Carlo Analysis) Risk Review Attach Documents Create Linkages Overview Appetite Benchmarks Assign Appetite Benchmarks Set Up Rating Types View Risk Appetite Ratings Overview Risk Action Performance Indicators Colour Codes Performance Calculations Performance Threshold Values Risk Action Grid in Risk Assessments Adding a New Action to a Risk Linking an Existing Action to a Risk User Permissions for Adding/Linking Action to a Risk Risk Action Details Linkages Add to Business/Strategic Plan Convert Risk Action to Control Create Task from Risk Action Links Risk Actions and Audit Recommendations Overview Pre-conditions Creating a Control Control Details Control Details Tab Documents Tab Links Tab Control Record Details Adding a Control Record Detail Overview Quick Risk Action Search Quick Risk Action Update Page Static Hierarchy Permissions Flex Hierarchy Permissions Risk Preparing and Approving | Permissions and Staff Management Risk – Static Permissions Risk – Flex Permissions Controls – Static Permissions Controls – Flex Permissions Initial Settings Criteria Rating Type Calculations Categories Treatment Sequence Risk Review Commentary Consequence Table Likelihood Table Risk Templates Legislation & Business Process Risk Settings – Field Configuration Overview Add multiple Hierarchy type Linkage Fields Rearrange Order of Fields Enter a Label Name for a Field Add a Help Text to a Field Making a Field Visible and/or Mandatory Making a Field visible in My Quick Updates Hyperlinked Fields Critical Path Delays for Project Risks Risk Review Tab Hiding the Risk Review tab in the Workflow Risk Actions Tab Displaying Performance Indicators for Risk Treatment Actions Register Configuration Review Frequency Custom Lists Heatmap Settings Overview Control Rating Field Configuration Control Details Tab Control Field Sequence Control Field Label Name Control Field Help Text Unique per Record Unticked (maintained as common fields) Ticked (maintained as unique fields) Ticked and Unticked (maintained as a combination of unique and common fields) Field Visibility in Control Detail, Control Record Details, and Control Record Grid pages Displaying Fields in the My Quick Update page Mandatory Fields Hyperlinked Control Fields Documents Tab Links Tab Control Assessment Tab Register Configuration Custom Lists Notification Configurations Email Templates Email Server Configuration Administration – Users and Staff Overview Users User List Manage Users Staff Grouping Administration – Organisation Details and Other Client Details Directorate Business Unit Service Profile Staff Static Hierarchy Users Flex Hierarchy Users Actions Projects Add Project Specific Permissions for Project Risks Viewing Linked Project Risks in Project Risk Register Key Risk Indicators Administration – Risk Administration Overview Email Templates Email Triggers Risk Export Email Server Configuration Administration – System Settings Administration – Configuration Overview SWOT Type Action Progress Targets Document Management Action Progress Thresholds Settings |