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Risk Dashboard

The objective of this SOP is to guide team members on how to effectively access and manage risks using the Risk Dashboard.

Key Steps:

  1. Access the Risk Dashboard by clicking on "Risks" in the left panel, then selecting "Risk Dashboard".
  2. Utilise the filters at the top of the screen to sort created risks based on specific criteria.
  3. Select all required filters from the drop-down menu.
  4. Click on "Apply Filter" at the bottom right to see the risks that match the selected items.
  5. To clear all filters, press the reset button.
  6. Review the displayed risks based on the selected filters.
  7. Utilise the Risk Key Data section to view the risks involved with the selected filters.
  8. Review the Control Evaluation and Risk Evaluation charts for the selected risks.
  9. Use the options at the top of the chart to print, download in various formats, or export the data as CSVs for visualisation and risk management.

Cautionary Notes:

  • Ensure all required filters are selected before applying to avoid missing relevant risks.
  • Double-check the filters to prevent overlooking any critical risk categories.
  • Be cautious when exporting data to ensure accuracy and data integrity.

Tips for Efficiency:

  • Familiarise yourself with the filters to quickly sort and view specific risk categories.
  • Regularly review and update risk evaluations to maintain accurate risk management.
  • Utilise the export options to effectively analyse and manage risks outside the dashboard for better decision-making.

Watch a video demonstration: