Managed Risk


Risk Dashboard

Updated Jan 25, 2024

Create a plan

  1. Sign in to the Risk Dashboard.

  2. In the navigation menu, click Management Plan.

  3. Click Create Plan.

  4. In the Create a Plan dialog, configure these settings:

    • Plan — Enter a name for the plan.
    • Description — Enter a description for the plan.
    • Severity — (Optional) Select a value to create a plan that only includes risks of that severity.

      Note: Risk severity is based on risk score.

  5. Click Create Plan.

  6. Add risks to your new plan.

    See Assign a single risk to a plan and Assign multiple risks to a plan for more information.

Assign a single risk to a plan

  1. Sign in to the Risk Dashboard.

  2. In the navigation menu, click Risks.

  3. (Optional) Use Filters to limit the number of risks that appear on the page.

    See Filters section for more information.

  4. In the Risks table, click the required risk.

  5. In the information pane, in the Plan list, select the required plan title.

    Your changes are automatically saved.

Assign multiple risks to a plan

  1. Sign in to the Risk Dashboard.

  2. In the navigation menu, click Risks.

  3. (Optional) Use Filters to limit the number of risks that appear on the page.

    See Filters section for more information.

  4. In the Risks table, select the checkbox next to each risk that you want to update.

  5. Click Update Selected.

    The Bulk Update dialog appears.

  6. In the Plan list, select the required plan title.