Table of Contents

USER FUNCTION GUIDES

ADMIN FUNCTION GUIDES

Introduction & Logging In

Welcome

Logging In

Home Page and Navigation

Home Page

Welcome Panel

Top Navigation Panel

Common Icons

Workspace – My Quick Update

My Risks

My Risk Actions

My Controls

My Approvals

Key Risk Indicators (KRIs)

Workspace – Control Register

Overview

Control Title Link

Control Links

New Controls

Search/Filter

Export to Excel

Workspace – Executive Intelligence

EIS Risk

Workspace – Risk Analysis

Overview

Heatmap Dashboard

Assessment Heatmap

Charts

Workspace – Dashboard

Overview

Chart Settings

Widget Colours

Dashboard Widgets

Risk

Controls

Actions

Workspace – My Settings

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

Risk Assessment

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

Risk Appetite Configuration

Overview

Appetite Benchmarks

Assign Appetite Benchmarks

Set Up Rating Types

View Risk Appetite Ratings

Risk Actions

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

Control Management 

Overview

Pre-conditions

Creating a Control

Control Details

Control Details Tab

Documents Tab

Links Tab

Control Record Details

Adding a Control Record Detail

Quick Risk Action Search

Overview

Quick Risk Action Search

Quick Risk Action Update Page

Risk Approval

Static Hierarchy Permissions

Flex Hierarchy Permissions

Risk Preparing and Approving

Risk Reports

Prerequisites

Permissions and Staff Management

Risk – Static Permissions

Risk – Flex Permissions

Controls – Static Permissions

Controls – Flex Permissions

Framework – Risk Settings

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

Framework – Control 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

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

Email Triggers

Risk Export

Email Server Configuration

Administration – System Settings

Administration – Configuration

Overview

SWOT Type

Action Progress Targets

Document Management

Action Progress Thresholds

Settings

Troubleshooting