8.1. Schedule Risk Assessment

In the Schedule Risk Assessment form, users can schedule in advance when a risk assessment will occur. They can also define the assessment’s parameters, specifying its purpose, focus, and context.

*For guidance on common form functions, please refer to the dedicated section in the manual.

1. Purpose of the Assessment: This is a text field that allows users to enter a brief description defining the primary objective of the risk assessment. It is a mandatory field.
   

   **The description provided serves as the assessment’s title, ensuring clear identification within the system.

2. Assessment ID: This field is automatically populated with a unique identifier for the assessment. It ensures that each assessment can be distinctly referenced and tracked within the system.
3. Lead Risk Assessor: This is a single-select dropdown field that retrieves the list of users, roles, and groups in the system. It is a mandatory field. It allows for the selection of the user, role, or group responsible for executing the risk assessment.
4. Assessment Reviewer: This is a single-select dropdown field that retrieves the list of users, roles, and groups in the system. It allows for the selection of the user, role, or group responsible for reviewing the risk assessment.
   
   *

   By default, the selected reviewer is the Risk Manager, a role to which users and groups can be assigned.

   • If the role ‘Risk Manager’ does not exist in the system or if it exists but has no user or group assigned to it, this field will be empty.
     
     • Roles can be created and managed in the Roles tab of the Organization Management (Admin) application.
5. Start of Assessment Period: This is a date picker that allows users to input/select the date when the risk assessment period will begin.
6. End of Assessment Period: This is a date picker that allows users to input/select the date when the risk assessment period will conclude.
   

   !!The selected end date cannot be earlier than the start date; otherwise, an error message will appear upon form submission, prompting correction.

7. Date of Last Assessment: This is a date picker that allows users to input/select the date when the previous risk assessment was conducted, providing a historical reference.
8. Focus of the Assessment: This is a radio button that allows users to specify the primary area of concern for the risk assessment, selecting only one option from a set of mutually exclusive choices. It is a mandatory field.
   • Focus Areas: Asset, Department, Project, Product, Risk, Service, Supplier, Other.
     • Selecting an option will reveal related fields within the form.
       • For more information on these fields and their purposes, click here.
9. Context of the Assessment (Optional): This is a rich text field that allows users to provide background information about the assessment, including its scope, required resources, recommended measures, and other relevant details.
10. Assessment Participant(s) (Optional): This is a multi-select dropdown field that retrieves the list of users, roles, and groups in the system. It allows for the selection of the user(s), role(s), or group(s) who will actively participate in the risk assessment process.
11. Accordion: The form includes a collapsible section, known as an accordion, which allows for the assignment of a risk assessment questionnaire.
    • Risk Assessment Questionnaire
12. Submit Form: This button allows users to submit the completed form.
    • After submission, the risk assessment remains inactive until the specified Start of Assessment Period date is reached.
      • Upon reaching this date, the system automatically triggers the Execute Risk Assessment task, assigning it to the designated lead assessor.
        

        **Risk assessments awaiting execution are recorded and monitored in the Waiting for Risk Assessment module.

*To access additional options or perform actions related to the form, please utilize the kebab menu ( ) located in the upper rightmost corner.