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Flexible Risk Assessment Controls

The platform provides flexible controls for managing risk versions, allowing you to choose which risk assessment version is displayed across the platform and create follow-up tasks directly from evaluations.

Choose Active Risk Version

By default, the platform displays the most recent risk version. You can select a different version to display across the platform.

  1. Go to Settings > Master data > Risk Versions.
  2. Click Edit on the risk version settings.
  3. Select which risk version should be the active version.
  4. Save your selection.

Active risk version

The selected version is reflected across:

  • Processing activities
  • Assets
  • The dashboard

You can track which version is currently active via the dropdown on the Risk menu item.

Create Follow-Up Tasks from Evaluations

To create a follow-up task from an evaluation, open the evaluation, click Create follow-up task, complete the pre-filled form, and save. Follow-up tasks can be created directly without leaving the evaluation context.

  1. Open an evaluation on any task.
  2. Click Create follow-up task.
  3. The new task is pre-filled with:
    • Title (derived from the evaluation name)
    • Related evaluation reference
    • Assigned owner

Rich text field on evaluation

Adjust any pre-filled fields as needed and save.

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