4.2.8 Manage a Risk Evaluation

 

Once a Risk Evaluation is created, it is possible to edit and send the Risk Evaluation through its workflow cycle with the use of Item Query results panel.



4.2.8.1 Locate a Risk Evaluation

 

  1. Navigate to the Workspaces Tab
  2. Click on the Item Query icon (Item Query windows appears)


  • Alternatively Click on the Item Query icon on the left hand side



  1. Expand the Where Item Type Is menu


Item Query - Where Item Type Is Search Criteria


  1. Select Risk Evaluation
  2. Specify other relevant Search Criteria
  3. Click Search
  4. Select required Risk Evaluation


Item Query – Risk Evaluation Search Results



4.2.8.2 Revising a Risk Evaluation

 

  1. On the Welcome Page select Item Query
  2. Enter the name or part of the name of the Risk Evaluation in the All or part of the item: field
  3. In Where item type is select Risk Evaluation
  4. On required Risk Evaluation right click on the Risk Evaluation and select Action Item


Item Query > Risk Evaluation > Showing Right Mouse Button Options


  1. The Item Workflow screen is displayed


Item Workflow Screen


  1. Select the Revise checkbox
  2. Add in a revision statement in the Action Comment field (if required)
  3. Click Action
  4. Click Ok
  5. Click Close
  6. On the Item Query Screen click Search to refresh the results, the Risk Evaluation to be revised is now shown as Draft Status
  7. Select Risk Evaluation
  8. Check Out the Risk Evaluation
  9. Once the Item is Checked Out it is possible to Edit the:


 


Note that editing a Risk Evaluation follows the same steps as creating a Risk Evaluation, for more information refer to Section 4.1.13



4.2.8.3 Editing a Risk Evaluation Using Override

 

  1. Click the Check Out icon


  • If the Item is already Checked Out to you please skip this step
  • If the Item is Checked Out to other User and you have Control Override you will be able to Override their Check Out and Check the Item out to yourself
  • If you do not have Control Override you cannot Check Out the item to yourself



  1. Once the Item is Checked Out it is possible to Edit the:


 


Note that editing a Risk Evaluation follows the same steps as creating a Risk Evaluation, for more information refer to Section 4.1.13



4.2.8.4 Risk Evaluation Item History

 

  1. Click the History tab
  2. Expand Revision Item History


Item History



4.2.8.5 Preview and Print a Risk Evaluation

 

  1. Click the Preview button located in the Item Query results list (Risk Evaluation View Item window is opened)



  1. Print the Risk Evaluation by clicking the Printer button.




4.2.8.6 View Risk Evaluation Relationship

 

  1. Click the View Relationship button under the Item Query results list (Item Relationship Viewer window is opened)



Note that the top represents Links from the Item and the bottom represents Links to the Item.


  1. Click the Top or Bottom buttons (depending on what is available) to view individual links to or from Items



  1. Hover over the linked to or from Item
  2. Click the Designer icon (Item is opened in new window).


4.2.8.7 Action a Risk Evaluation 

 

  1. On the Welcome page or Workspaces tab, select Item Query
  2. Enter the Number/Title or part of the Number/Title of the Risk Evaluation in the All or part of the item: field
  3. In Where item type is: select Risk Evaluation
  4. Click Search
  5. On the required Risk Evaluation, right-click on the Risk Evaluation and select Action Items


Item Query - Showing Right-Click Button Options


  1. The Item Workflow screen is opened where the Risk Evaluation (the default workflow for a Risk Evaluation is Basic) can have the following set:


  • Send for Review with the Review Task Settings being modified if required - See Section 4.3.4 for details on how to achieve this
  • Set as Reviewed
  • Send for Approval with the Approval Task Settings being modified if required - See Section 4.3.7 for details on how to achieve this
  • Set as Approved
  • Release.