How Do I Add A Risk?

Step-By-Step Guide


  1. Select the Registers & Forms tab.

  2. Select the Risks title to open the risk register. 

  3. Select the green +Create icon and the New Risk screen will open. 

  4. Populate all necessary fields.

  5. Scroll down the middle section of the screen and perform the initial risk assessment by sliding the controls (i.e. Likelihood).

  6. Scroll to the bottom of the screen and set Review Date.

  7. To adjust the repeat frequency select Edit underneath First Review Date.

  8. If necessary populate the Risk Control Strategy field.

  9. Select Create and you will taken into the details section of your new risk. 


Please Note

If you require any assistance regrading the risk management process, your consult will be more than happy to provide assistance.


Video Guide


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