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Risk

Risks Dashboard

To access your Risks Dashboard, click on Risk in the top bar.

On the Risks Dashboard, you will see your risk matrix with the number of risk assessments completed at each level in the brackets.

Risk Dashboard

Click on one of the risk levels will take you to the bottom of the page where the Risks section is and filter for the selected risk level.

Risk Dashboard

Clicking on the name will open the risk where you can edit, see actions associated with the risk (such as Risk Assessments), and see and add controls.



Adding a Risk

To add a risk, scroll down to Important Risks on the Risks Dashboard. To the right of the heading, click on Create New Risk and select the type of risk from the drop-down menu.

Risk Add

If you would like to complete a Risk Assessment for this new risk now, near the bottom, tick the box that says "Yes, I want to use a template" and select the Risk Assessment template you'd like to use.

The Risk Assessment (full) template is in your system by default, but you can create your own Risk Assessment templates in Template Management.

Note

The date you choose as the Template Action Date will determine the due date of the Risk Assessment, calculated from the default task window for Risk Assessments in your system. This will create a task that recurs annually. You can edit the action later to change the recurrence of the task and customise it more.

Risk Add

Click Submit to save.



Completing a Risk Assessment

To complete a Risk Assessment, open the risk you want to complete the Risk Assessment for, and scroll down to Actions.

You can either click on the name of the Risk Assessment if there is an existing one with the a task due, or click New Action and select Risk Assessment from the drop-down menu to create a new one.

New Risk Assessment

On the Action page, you can edit the details for the Risk Assessment by clicking Edit at the top of the page. Here, you can change the name, description, recurrence, task dates, responsible user, and the task window.

Once you are done, click Submit to save.

Edit Risk Assessment

Once you have opened the action, scroll down to the Tasks and click on the earliest task.

Edit Risk Assessment Task

Click on Respond Now to begin the Risk Assessment.

Edit Risk Assessment Respond

Selecting the Likelihood and Consequence of the risk will highlight the corresponding square on the Risk Matrix.

Edit Risk Assessment Inherent

Proceed to add Controls from the Hierarchy of Controls and organisational controls relevant to the risk.

Similar to the Inherent Risk, selecting the Likelihood and Consequence of the Residual Risk will highlight the square on the Risk Matrix.

Edit Risk Assessment Residual

Finally, determine whether the Residual Risk is now within your organisation's acceptable levels and click Save and Complete to submit your Risk Assessment.

Edit Risk Assessment Complete



Controls

Creating a Control

Controls live near the bottom of each risk.

To add a control that already exists in the system, click Add Existing Control and select from the drop-down menu.

To create a new control, click Create New Control and fill out the details.

New Risk Assessment Add Control

When creating a new control, you can also add actions to review the control using the Control Review template under Use a Template

New Risk Assessment Add Review

Click Submit to save.

How do I see the Controls in my system?

You can see all of the controls in the system by creating a Report.

On the Report Dashboard, click Create New Report and select Risk Report from the drop-down menu.

New Risk Assessment Report

Under Settings & Filters, add the columns you want to add, and add a filter for Risk: ID contains CON.

Note

CON is the ID for all Controls in CertCrowd

New Risk Assessment CON

Click Submit to save.

New Risk Assessment Run Report

Click Run Now to run the report.