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      Risk submission forms

      Risk submission forms allow people who are not 6clicks users to submit risks straight into your risk register.

      Creating the form

      To create a new risk form, head to Risks > Forms and click on the Create to the top right.

      Form details

      • Name - this will be displayed at the top of the form.
      • Guidance text - this will be displayed at the top under the name of the form.
      • Risk owners - when risks are created using this form, the user/s or group/s selected here will be automatically assigned as owner/s of the risk, and will be notified.
      • Risk workflow stage - the workflow stage that risks will belong to when they are created using the form.

      Field selection

      Your default and custom risk fields will be available for selection in Add form fields.

      Once added, you can reorder the fields (except the risk name) or make them mandatory for the form submitter.

      Any fields with child fields will show all child fields on the actual form, but in the form builder only the main parent will be available for you to add/remove or reorder.

      Assessment configuration

      Optionally, you can ask the form submitter to also create a risk assessment along with the risk.

      • Enable risk assessment - toggle this on if you would like the form submitter to also submit the first risk assessment. The rest of the fields only appear if this is on.
      • Risk Assessment Labels - select the type of risk assessment that will be created. For example, if your organization has the risk assessment types 'Inherent' and 'Residual', it may be that 'Inherent' risk assessments are performed by the form submitter outside of 6clicks, and 'Residual' risk assessments are performed by a regular user of the 6clicks platform within the risk register.
      • Add form fields - your default and custom risk fields will be available for selection. Once added, they can be reordered or made mandatory.

      The risk assessment labels that come out-of-the-box are Current, Planned and Residual, although you can edit or delete them as needed. To learn more, head here.

      Any formula-based or matrix fields will not be visible to the form submitter, but the resulting values will still be calculated and shown in the register based on input by the form submitter once the risk is created.

      Click Publish to create the form.

      Using the form

      Anyone with the link will be able to use it to submit a risk into your risk register.

      Please do not share this URL outside your organization or with anyone you do not wish to submit risks.

      Click on the 3 dots next to a form to Unpublish, Copy, Archive, or Edit it.

      Archiving a form automatically unpublishes it as well as moves it into the Archived area which you can access by clicking on Archived next to the Search bar.

      You can Copy, Restore or Delete an archived form. You can also Restore or Delete archived forms in bulk.

      If someone tries to access the form while it is unpublished, they will see a message that says that the form is unpublished.

      Anyone can access the form via the URL while it is published.

      Once a form submitter submits the form, a risk will be created in your risk register and you can manage it like any other risk.

      Your next steps may be to: