View a plan

  1. Sign in to the Risk Dashboard.
  2. In the navigation menu, click Management Plan.
  3. In the Plan section, select the Week, Month, or Quarter option as the timeline scale.
  4. Optional: Use plan filters to refine the items that appear in the Plan chart:
    • Users — Select a user to see the plans that are associated with that user.
    • Risk Score — Select two risk score values to view plans that include risks with risk scores in that range.
    • Risk State — Select a state to view the plans that include risks in that state.

      See Risk states for more information.

    • Created Before — Select a calendar date to view all of the plans that were created before that date.
    Tip:

    Click Clear All at any time to remove all filters.

  5. Optional: In the Plan section, click + beside the name of the plan to display the risks contained in the plan and the associated timelines for each risk, and then click a risk to view the risk details.