Click on the title of a risk, issue or opportunity from anywhere in WeTrack to open the Details Page for that item. This page provides full information about the risk, issue or opportunity, including any necessary actions, mitigate or close the item, linked items, attachments, insurance policies and much more.
In short, this is the place to go to look into the detail of a risk or make changes to the risk. Hover over any field and click Edit to update the information for that field.
In the overview section at the top, view this risk's main information including:
- Status of the risk (Open, Draft, or Closed). Click the arrow on its side to edit.
- Risk Impact Type. These types can be customized in Settings.
- Title
- Description
- Additional Info
- Risk Summary, including the Residual Risk Rating and the Inherent Risk Rating
At the bottom, view information in the five tabs:
- Actions: View a list of all of the actions that need to be taken to deal with the risk, issue or opportunity. You add new actions here, or click into an action to view further information.
- Risk Assessments
- Associated Incidents
- Associated Jobs
- Attachments: Upload files or links to the risk, or view any files and links that have already been associated to the risk.
- History: Add comments to the risk and also shows you a full audit history of all changes or additions to the risk.
View granular information in the right sidebar:
- Details
- Departments
- owner
- Project
- Impact Type
- Risk Strategy
- Privacy Status
- due Date
- Identified by
- Event Category
- Financial
- Level of Reporting
- Any tags
- Location: Any Zone, Area or Location that has been applied to the Risk. You can set up zones and areas in the Location Manager, found in Settings.
- Linked Items: View any tasks, sub-tasks, projects, risks, issues or opportunities that have been associated to this item, or you can create new links between items.
- Subscribers.
In addition to editing the information above, you can also take additional actions. Click the three dot menu at the top right to:
- Add a comment. The comment will appear on the History tab.
- Unpin the item from MyTrack.
- Share the Risk.
- Subscribe to updates. All Subscribers are listed in the Subscribers section of the right sidebar.
- Change the risk to an opportunity.
- Archive the risk.
- Delete the risk.
- Assign actions.
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