Risk Workflow: Stage Access

Manage the movement of Risks through the entire workflow

Stage access provides extra controls and guardrails as you move through the Risk lifecycle. In this article, you will be able to enable and disable Risk fields.

First, navigate to the Workflow section under Risks, the first 5 stages are the default stages that include; Triage, Assess, Active, Review, and Closed.

Risk Workflow stages are outlined below:

1. Previous stages (source).
2. Current stage.
3. Future stages (end state).

Create a new workflow stage.

Access one of the Risk Fields.

You will then see the Risk Details. These fields are by default set, if you wish to disable any of these fields select the toggle button on the right.

Note: The top toggle on the right turns off all of the fields. But you can individually select the Risk Details the on the line items below. If one Risk Details is enabled then this will denote "all fields & actions" as disabled. So you can easily identify that only select fields are enabled.

After all changes have been made select the "save" button on the bottom right.

Note: Changes are saved for the current new workflow stage being modified. Not just at the tab level.

View the Stage Workflow in the Risk 

Navigate to the Risk you wish to review.

Inside the Risk you can now click - view stage details.

You can now view the Workflow Stage easily.