1. Manage Project Risk Settings


1. Set-up Email Notifications for Risks Module:

  • Once a project is selected, click the ‘Settings’ module from the left sidebar of the page and then navigate to the ‘Notification Settings’ section then ‘Module Notifications’. 
  • Once done, scroll to Risks module:
    • Tick the checkbox to enable sending of Email Notifications (per Key Role) for every Added / Updated Risk item.
    • Untick the checkbox to disable sending of Email Notifications (per Key Role) for every Added / Updated Risk item.


 

2. Set-up Approver Responsibilities for Risks Module:

  • Once a project is selected, click the ‘Settings’ tab from the left sidebar and navigate to ‘Project Approver Responsibilities’ then go to ‘Risk Approver’ section.
  • Tick the checkbox to make a Key Role a Risk Approver.
  • Untick the checkbox to remove a Key Role a Risk Approver.


 

  • Note: Actions that require ‘Approval’ on: (for Users who are not ‘Approver’):
  • Create New Risk
  • Update After Approval
  • Resolve

 

3. Set-up Role Responsibilities for Risk Module:                  

  • Once a project is selected,  click the ‘Settings’ tab from the left sidebar of the page. Go to ‘Project Role Responsibilities’ section. 
  • Click the dropdown menu and assign a User Role to their corresponding access rights for Project Risk module.
  • Update- user can ‘Add, Edit, or Remove’ Risks
  • View- user can see Risks but cannot ‘Add, Edit, or Remove’
  • None- cannot update even view Risks