Risks Status
This section is where the user can add and manage the risk log.
By using a lookup field, the user can select the most appropriate overall status for the risks and provide any associated commentary. This information can be updated in real-time.
Adding Risks
Risks can be added to the project table via Actions > Add.
Risk information can be entered using the simple form containing lookups, text, date and user picker fields.
Anyone added as an Owner will receive a Verto notification and can set-up their own reminders for completion. They will also see these records in their personal Feed.
Updating Risks
Click on Edit against the individual risk to amend the information in the form.
The Updates area at the bottom of the form can also be used to record regular progress updates. Click Actions > Add to record a new update.
Remember
- Owners must be added to the Team Members control, otherwise they will not have permission to access the project or activity.
- The project table layout can be changed from ‘Summary’ to ‘Edit All’ view using Actions > Layout. Click here for more information on how users can sort, filter or group their data in the project tables.
- The standard risk matrix can be amended upon request during the configuration process.