Risks

When you access the Risk module you will be presented with the following screen:

This will show you a list of all applicable risks, however, should you wish to filter a more specific selection you can do so using the above filter selections. These selections can be expanded/reduced by using the Less/More option.

You can also go to a specific risk page or choose how many risks you would like to see on the page by editing the page number box and the 'Results per page' box which appear at the bottom of the risk list:

On this screen there are four pre defined views;

• All Risks - this is all submissions that the current logged in user has access to.

• Submissions - this is all risks that are in draft status.

• Referrals - all risks that are currently in a referred status.

• Renewals - all risks that are due for renewal.

If you have certain risks that are of regular interest the Create View function is a useful way of making them easily accessible without having to filter each time. The following video shows how you can do this:

Here you can create a specific view tailored to you requirements, which will be saved and is accessible on the left hand side of the screen under 'My Views'.

If you wish to run further analysis you can also export risks into an Excel file by using the 'Export Risks' button at the top right of the screen.