Risk Suite 2 Tracker
From SymbiantWiki
The Risk Suite Tracker section displays the risks that require monitoring.
The grid displays the risk reference, the risk summary, the tracking status and the action by date. Links are provided to [Edit] the tracked risk (this does not edit the risk itself only the tracker details associated with it), [Action] the risk to provide feedback and [Archive] the tracked risk.
Full details of the tracked risk item can be viewed by clicking the summary column.
Add new / Edit tracked risk
Normally risks are added to Tracker via adopting a treatment for a risk in the workshop. However it is possible to add a risk directly into Tracker by clicking the [New Risk] link. This will first require a new risk to be created and then the tracker details to be defined. To edit an existing tracked risk click the [Edit] link next to the tracked risk to edit.
The page displays an overview of the risk details, the full risk information can be displayed by clicking the [More] link. If a risk is related to other risks click the related risk links to view their risk details.
To define a tracker risk:
Status, a predefined option to identify the current status of the risk (defined in set-up).
Action Plan, details how the risk is to be treated, this is normally carried forward from the treatment identification process in the workshop, however new treatments can be entered here (max. 1000 characters)
Action By, a day by which the risk should be satisfactorily treated, dates should be entered in the dd/mm/yyyy format (day/month/year, i.e. 21/02/2006). A date can be selected with a calendar by clicking the [...] button. The action by calendar displays the current month, to move to the next month click [>] next to the calendar month display. To move to a previous month click [<], you cannot set a date in the past.
All fields must be completed.
Assign risk to user
The monitoring of risks is assigned to individual users, to assign these users click the [Assign To] link.
To quickly find the user to assign the risk tracking to, enter a few characters from their name and click the [Find] button. Locate and select the individual in the list and click [>>] to add them to the assigned list, to remove an individual from the assigned list, select their name and click [<<].
To add the new risk tracking or save the changes click the [Save] button, click [Cancel] to discard it.
Action tracked risks
Feedback on the risk being monitored can be entered on the action page. Click the [Action] link next to the tracked risk to provide feedback.
The action page displays a overview of the risk and the status of the risk monitoring. To view all the risk details click the [More] link. If a risk is related to other risks click the related risk links to view their risk details.
The status should be entered (max. 1000 characters), click [Save] to log the action status, or click [Cancel] to discard it.
