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What data is stored on a risk record?
Risk records contain the following core data fields (mandatory fields are marked with an asterisk*):
- Risk Name* - This is a title, or short description of the risk
- Risk Type* - This helps categorise the risk
- Status* - Open, Closed, or Accepted
- Vendor* - This is the vendor with whom the risk is associated. The vendor record should already exist within Gatekeeper before adding the risk.
- Probability* - The given probability the risk will occur on a scale of Low, Minor, Moderate, Significant or High
- Impact* - The given impact if the risk occurs on a scale of Low, Minor, Moderate, Significant or High
- Owner - The user responsible for the risk
- Due Date - The date by which the risk is due to be closed
- Comments - Any additional commentary that may be useful to store against the risk.
In addition, any custom data fields that have been configured will be available to populate against the risk record.
Create a Risk
Risk records can be added from:
- The Risk Register
- The vendor record
To do this:
- Navigate to the Risk Register or vendor record, then click Add.
- Select Risk.
- Enter the required data, then once finished click Save.
Note: If risks are created via the vendor record, the vendor field will be populated automatically.
The new risk will then be visible within the Risk Register and within the Risk tab of the relevant vendor record.
Manage Risks Within Workflows
If a workflow phase has been configured to show risk data, users can view and add risks directly from any workflow cards that are associated with a vendor record. To do this:
- Click on the workflow card to open it.
- Click the Risks tab within the sidebar, then click New.
- Enter the required details, then click Save.
Note:
- Workflow Administrators, Local Administrators, and Phase Owners can view, create, update, and delete all risks from within the sidebar.
- Collaborators can only view associated risks.
By default, the Risk tab will not be visible on workflow cards. To amend this:
- Click on the relevant workflow phase to edit it.
- Enable the Show Associated Risks toggle.
Repeat this process for any other phases where users require access to risk data.