Assign Tags to Risks

Risk register tags

Select the Risks tab and then the Registers tab in the left navigation panel.

Select Risk by clicking on the Risk name.

Risk Tags are used to categorise the risk, e.g. strategic, operational, financial, or human.

Click the + button under Risk Register/Tags in the Risk Details screen.

Type a tag name into the search bar at the top of the drop-down menu that appears.

If there are no pre-existing tag names press enter to create new.

Select Yes to confirm and save the new tag.

If the tag already exists, it will appear in the dropdown list when the Risk Register/Tags field is selected.

Select the relevant tag from the list.

Adding Labels  (Risk Assessment)

The Labels field is where tags are displayed. 

Tags are used for identifying Risk Assessment types, examples being inherent, current, planned, residual, etc.

The process of adding a tag is identical to adding a Risk Register tag.

Risk Activity and Timeline

Adding a Risk Activity and Timeline Overview

To add a risk activity and/or timeline overview, you need to create multiple risk assessments over a period.  Follow the below steps.

Creating a Risk Assessment

Enter the record details as follows:

  •          Title (required) – Enter the title for the risk assessment then press enter
  •          Likelihood (required) – Enter the likelihood for the risk assessment
  •          Impact (required) – Enter the impact for the risk assessment
  •          Risk Rating (required) – This is generated automatically from the impact and likelihood
  •          Label(s) (required) – Enter/select the associated tag(s)
  •          Assessment Date (required) – Enter/select the assessment date

This is an example of a completed record:

Creating a Risk Activity Overview

After creating the Risk Assessment with all the required fields, at the top of the Risk is the activity Overview, this view can be filtered by label or date range.

Expanding the Activity and Timeline Overview

By using the tags such as ‘Planned’, ‘Current’, ‘Inherent’, the Risk Assessment activity and timeline overview can expand to reflect the situation around a Risk.

Visualizing Risk in the Risk Matrix

From the Risk Registers screen, select Action on the top right, then View Risk Matrix.

Currently, the Risk Matrix is generated with no filters by default.

Select the Risk Register/Tags list.

Select the tag you want to filter by, then select the Generate button.

Similarly, if you want to filter by the Assessment tag, select the tag you want to filter by and then select the Generate button


Learn more about Reporting, Risks, and Assessments by clicking the links.