Navigating and Managing Risk Registers

In this document, you will learn how to effectively navigate and manage risk registers within the Risk Solution. You'll be introduced to organizing your data, utilizing filtering tools, exporting records, and creating new entries. By mastering these steps, you will enhance your efficiency in handling risk-related information.

Step 1

Welcome back. In this lesson, we will cover the risk registers within the Risk Solution. At the top of the page, you will find the available risk registers: strategic risk register, operational risk register, project risk register, and as many additional customer registers as needed. Alongside these, you will see the control register, which holds all the controls linked to your risks.

Step 2

You can easily organize your data by grouping records.

Step 3

For instance, you can drag the reporting period column into the grouping area, and the records will instantly be grouped by the reporting period.

Step 4

You also have a filtering tool available. Click the funnel icon to filter records by criteria such as risk category, risk owner, risk assessment level, or other attributes.

Step 5

If your organization uses the risk approvals feature, an additional filter called approval status will appear, allowing you to refine records by their approval stage.

Step 6

This feature is especially useful when working with large lists. To the right of the filters, you will find two more essential tools. The Excel export tool lets you download all records into an Excel file for offline use or reporting.

Step 7

The 'Create New' option allows you to create new risks or risk records directly from the register, just like the sidebar button.

Step 8

And that's it.

Step 9

You have now seen how to navigate, group, filter, export, and create records using the risk registers. By practicing these functions, you will be able to quickly locate the information you need and keep your risk registers up to date.