Using the Risk Register

The Risk Register allows risks to be identified for the project.

The Risks may already be generated depending on the Project Type selected and the Project Template linked to it. This can be set up using Project Templates Reference Data and linking them to Project Type Reference Data (accessed by navigating to Maintenance > Projects > Projects).

Adding or Editing a Risk

To add or edit a risk:

Click the New Risk option in the Tasks panel.

Alternatively, click the Risk Register option in the Associated Items panel and double-click an existing record to edit it.

The Risk Editor is displayed.

Enter or edit the relevant details.

The fields on the Risk Register are described in the following table:

This field…	Holds this information...
Risk	The name of the risk. This field is mandatory.
Owner	The person responsible for the risk.
Impact Description	A description of the impact that the risk may have.
Mitigating Action	The action to be taken to mitigate the risk.
Date Raised	The date that the risk was raised.
Proximity	The date when the risk is likely to have occurred.
Status	The status of the risk. Select whether the risk is active or closed.
Probability	The likelihood that the risk will occur.
Impact	The impact level of the risk.
Calculated Score	The impact score. This is calculated automatically based on the probability and impact levels.
Financial Implications	The financial implications of the risk. This is a free text field.
Last Updated User	The user who last updated the record. This is populated automatically on saving.
Last Updated	The date that the record was last updated. This is populated automatically on saving.

Click OK.

Adding a Risk Event

To add a risk event:

You must have the Project Assignment role to access the Risk Register.

Click the Risk Register option in the Associated Items panel.

The Risk Register is displayed.

Click the Add Risk Event button on the ribbon.

The Event window is displayed.

Enter the relevant details.

The fields on the Event window are described in the following table:

This field…	Holds this information...
Associated To	What the event is associated with. This is automatically populated with 'Risk Register'.
When	The date of the event.
Event Type	The type of event. These can be defined in Risk Event Type Reference Data (accessed by navigating to Maintenance > Projects > Projects.
Status	The status of the event.
Description	A description of the event.
Comment	Any comments on the event?
Notify	Whether to notify a user. When selected, the Notification date, Notify in, and User fields are enabled. If selected, select the notification date or the amount of time in advance that you want the notification to occur.
User	The user whom you want to receive the notification.
Last edited by	The user who last edited the event record. This is populated automatically.

Click OK.

The Risk Event appears below the Risk.

Click on the Notification panel.

The Risk Register Event notification is displayed.