Configure Risk Data

 Safeguard Compliance

  Estimated Read Time: 5 minutes

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Sections in this article:

• Configure Risk Types
• Configure Custom Risk Data
  
  • Add a Custom Group
  • Add Custom Fields
  • Manage Custom Fields

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Configure Risk Types

The Risk Type field allows you to categorise the risks you add to Gatekeeper. You can customise the available Risk Types to suit your organisation's needs:

1. From the navigation menu, expand Settings then click Configuration.
2. Click Dropdown Lists.
3. Click Risk Type. This will display the existing Risk Types in your tenant
   1. To manage existing items, expand the 3 dots and select Edit or Delete as required.
      
   2. To add a new item, click Add Dropdown Option, then enter a label and click Save.
      

After adding new Risk Types, they will be available for users to select when adding a new risk. 

Configure Custom Risk Data

You can add custom data fields against your risk records to store any additional information that your organisation requires. Custom Data is structured using two key concepts: Groups and Fields.

• A Group acts as a top-level category that organises related fields.
• Fields are the specific data points collected within each group.

For example, you could add an Incident & History group to track past incidents, with fields such as:

• Has Incident Occurred? (Yes/No)
• Last Incident Date (Date)
• Incident Description (Multi-line text)
  
  

Add a Custom Group

To add a custom group: 

1. From the navigation menu, expand Settings, then click Configuration.
2. Click Custom Data.
3. Click Add, then select Add Custom Group.
4. Enter a title. 
5. Select Risk from the Allocated to dropdown list.
6. Select the appropriate radio button to configure whether the custom data group will be available on all risk types, or only specific types.
7. Complete the optional fields as needed:
   1. Add a description and select whether to display this to users.
   2. Select Collapsed by default if you want the group to be minimised when users open a record. Note that users can still expand this section of data if required.
   3. Select the appropriate checkboxes to configure where the group will be editable.
8. Once finished, click Save.

Add Custom Fields

1. Open the Custom Group and click Add New Custom Field.
2. Enter a unique label for the field.
3. Select the field type. 
4. Complete the optional fields as needed:
   1. If available, select the Depends Upon and Selected Value. This allows you to make the field only visible based on a specific selection from a separate Dropdown List or Yes/No field.
   2. Add a description and select whether to display this to users.
   3. Enter additional text that will be displayed in a (i) tooltip next to the field
   4. Enter a URL and link text will be displayed in a (i) tooltip next to the field
5. Once finished, click Save. 

Once saved, your data field will be available to populate against a risk record:

You can repeat this process until you have created all required fields within the group.

Manage Custom Data Fields

You can edit or delete existing custom data fields:

1. Navigate to the Custom Data Configuration area and click on the name of the relevant group.
   
   
   1. Click the pencil icon to edit a field.
   2. Click the delete icon to delete a field.
   3. Click the arrow icon to re-order fields within the group.

To learn more about custom data in Gatekeeper, see the following articles: 

• Configure Custom Data
• Delete Custom Data
• Custom Tabs