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How to Implement the Risk Survey

Implement the risk survey as follows:

  1. Establish risk levels for your organization.
  2. Create or select a risk survey from the default list.
  3. Create or modify risk survey questions and answers.
  4. Modify risk ranges for the risk survey.
  5. Associate the risk survey with a change category.
  6. After you associate a risk survey with a change category, the Risk Survey button appears for the requester when they save a change order using the specified change category.
  7. View the evaluated risk based on the risk survey results.
  8. (Optional) Override the evaluated risk value from the Activities menu.

Note: For detailed information about creating and modifying risk surveys, see the Online Help.

See also

View Default Risk Surveys

Deploy a Risk Survey Example