10. Start Risk Assessment Immediately

In the Start Risk Assessment Immediately form, users can initiate a risk assessment without delay.

*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. 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.
6. 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.
7. 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.
8. Risk Assessment: This section of the form allows users to analyze and evaluate risks within the defined assessment scope.
   • It features collapsible sections, known as accordions, each designed to facilitate different aspects of the risk assessment process:
     • Risk Assessment Questionnaire (Optional)
     • Provide Analysis Documentation (Optional)
     • Risk Identification & Evaluation
       

       !!The Risk Identification & Evaluation accordion appears only if ‘Yes’ is selected for the radio button question, ‘Do you want to start the risk identification and evaluation immediately?’ If ‘No’ is selected, the accordion will remain hidden.

9. Risk Treatment: This section of the form allows users to define actions aimed at addressing and reducing the impact or likelihood of identified risks.
   • Add: This button allows users to add an action item to the risk assessment.
     • If selected, it will display the Add Action Item form.
       • This form is a modified version of the New Action form found in the Action Items application. Although adapted for use in various contexts, it retains almost all the original fields and functionalities.

       • Add Action Item – Key Form Features

         When the Add Action Item form is adapted for use in the Risk application, certain configurations are applied automatically.
         

         
         

         • Source of the Action: By default, this field is set to Risk Assessment.

           **Please note that the grid for assigning a specific instance from the chosen source is not included in this form because it applies only to actions created independently. Actions generated from other application sources are automatically linked to the relevant instance.

           
           
         • Associated Risks: A multi-select dropdown, titled Risk(s) Associated with This Action, lists all risks recorded in the Risk Identification & Evaluation accordion. It allows users to select the risk(s) that the action aims to address or treat.
           

           !!If no risks have been recorded, the dropdown will be empty.

           
           
         • Form Submission Options: At the bottom of the form, users have access to the following options:
           
           
           
           • Save and Return: This button saves the action item and returns users to the Execute Risk Assessment form.
             
           • Save and New: This button saves the action item and opens a new form to create another action item.
           
           

         **As actions are added, they populate the grid. To perform additional customization and review, users can either click on the Edit ( ) icon beside each action or double-click on the action itself.
         
         

10. Submit Form: This button allows users to submit the completed form.
    • Upon submission, this form will trigger the Risk Management workflow. The assigned lead assessor will be tasked with executing the risk assessment.

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