Risk Assessments
Assess risk from a risk assessment template and take the assessment through signature.
Browse Risk Assessments articles
- Overview
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How it works
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Roles, statuses and permissions
Other modules
Tasks
Do a task
Lifecycle
Select a status to see who acts there and the article for that step.
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1Draft
DraftStatus 1 of 6
- Who acts
- Responsible Persons
- What happens
- The assessment is created here from its template, and risks can already be added. Sign to move it to Under Assessment.
- Signature
- Yes
- 2Awaiting Preliminary Reviewer Sign OffOptional
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3Under Assessment
Under AssessmentStatus 3 of 6
- Who acts
- Responsible Persons
- What happens
- Add and score the risks; each move of a risk to another status is signed. When the last open risk is closed, the assessment moves to Under Signing by Approver on its own, without a signature. When it was sent back with every risk closed, a Responsible Person moves it on with a remark only.
- Signature
- No
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4Under Signing by Approver
Under Signing by ApproverStatus 4 of 6
- Who acts
- Approvers
- What happens
- Sign to send the assessment to QA, or send it back to Draft or Under Assessment with a reason.
- Signature
- Yes
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5Under Signing by QA
Under Signing by QAStatus 5 of 6
- Who acts
- QAs
- What happens
- Sign to move the assessment to Done. The QAs' panel also offers moves back to Draft, Under Assessment or Under Signing by Approver.
- Signature
- Yes
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6Done
DoneStatus 6 of 6
- What happens
- The assessment is finished; its status button is greyed and offers no further move.
Select a status above to see who acts there.
Risks — each has its own lifecycle
- Draft
- Active
- Closed
Other moves
- Send backUnder Signing by ApprovertoDraftorUnder AssessmentThe Approvers, with a reason.Sign a risk assessment as Approver or QA
- Send backUnder Signing by QAtoDraft,Under AssessmentorUnder Signing by ApproverOffered to the QAs in their panel.Sign a risk assessment as Approver or QA
A dashed status is not used on every record. Each risk has its own status, such as Draft, Active or Closed, and every risk must be Closed before the assessment goes for signature.
Status names and colours as Complere shows them.
The whole workflow, step by step: How a risk assessment moves from Draft to Done
Who can do what
Who can take the key actions. A status name in a cell means the action is allowed in that status only.
| Your system role | Named on the risk assessment | ||||||
|---|---|---|---|---|---|---|---|
| Action | Administrator | Supervisor | Regular User | Read Only User | Responsible Persons | Approvers | QAs |
| Create a risk assessment How to: Create a risk assessment | Yes | Yes | Yes | No | Not a role on the risk assessment for this action | Not a role on the risk assessment for this action | Not a role on the risk assessment for this action |
| Add a risk (Add New) How to: Add a risk to a risk assessment An Administrator named as Approver on the assessment does not get Add New. | Draft | No | No | No | Draft, Under Assessment | No | Under Assessment |
| Move a risk through its statuses How to: Close a risk by accepting it Each move is signed, with a reason. Adding, editing and scoring a risk are not signed. | No | Under Assessment | No | No | Under Assessment | No | Under Assessment |
| Sign to move the assessment on Read: How a risk assessment moves from Draft to Done From Under Assessment only when every risk is Closed: the move happens on its own, unsigned, when the last risk is closed, or with a remark only after a send back. | No | No | No | No | Draft, Under Assessment | No | No |
| Sign for approval How to: Sign a risk assessment as Approver or QA | No | No | No | No | No | Under Signing by Approver | Under Signing by QA |
| Send back How to: Sign a risk assessment as Approver or QA | No | No | No | No | No | Under Signing by Approver | Under Signing by QA |
Every action, status and role — Risk Assessments: who can do what