✔ Available on all subscriptions
Instruction Guide
- Step 1: Navigate to “Risk Management” and click “+Add New”.
- Step 2: Enter the risk title.
- Step 3: Access Settings: Choose Workplace/Branch or User Group.
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If Workplace/Branch → enter the relevant Workplace and Branch.
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If User Group → select the appropriate User Group(s).
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- Step 4: Enable/ configure Review Reminder (optional):
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Tick Enable Repeat Risk.
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Set the Due Date and Frequency.
- Select a Reviewer in the Review By field and, if needed, add Co-Reviewers
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- Step 5: Click “Save”
If the Risk Management Module is not visible in the menu, it means you do not have the required permissions.
Please contact your company’s System Administrator to request access