Add a Risk Assessment

This article explains how to add a Risk Assessment in Compliance Manager and outlines the steps for documenting and evaluating potential risks. 

Follow these steps to add a Risk Assessment:

1. Navigate to My Workspace and click the Add icon to open the My Workspace Actions menu.

2. Select Assign Risk Assessment from the My Workspace Actions menu.

   

3. Select the Location where the risk applies.
4. Choose the appropriate Risk Template to define the assessment structure.
5. Select the applicable Compliance Category for the risk.
6. Enter a clear, descriptive Name for the risk.
7. Provide details describing the risk, including context and potential impact.
8. Select one or more hazards associated with the risk.
9. Specify Frequency, how often the risk occurs.
10. Select the Date the risk assessment is initiated.
11. Complete any organization-specific fields (such as text, number, date, or dropdown fields) configured for your environment.
12. Review and select any required acknowledgment checkboxes before saving.
13. Once all the required information is filled out, select one of the following options:
    • Save: Saves the risk assessment as a draft.
    • Save & Continue: Saves the risk and proceeds to the next step in the workflow.

Note: The Compliance Category, Risk Name, and Hazards fields include standard options, with a final option to add a custom entry. Once created, custom entries are saved and remain available in the related lists, accessible from the Toolbox under the Client Specific folder.

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