Creating risk sources

To create a new source, click on the

button on the main screen toolbar. On the screen that will be displayed, select the type that will classify the risk source and save the selection.

To edit the data of a source, select it in the list of records and click on the

button.

To create a risk source, it is necessary to fill out the required fields in the General tab. After saving the data for the first time, the other tabs will be available to be filled out. See the description for each available tab:

On the General tab, enter the general information about the risk source.

Field
Risk source type	This field is filled out by the system with the risk source type selected previously; however, it is possible to edit it. In that case, select the type that will classify the risk source. Use the other buttons to add a new type to sort the risk source and clear the field.
Description	Record important information about the risk source.

Use this section to associate documents related to the risk source. To do that, the following sections are available:

Field
Attachment	Allows adding attachments related to the risk source that is being created. Refer to the Adding attachments section for further details on how to add and/or associate attachments.
Document	Allows associating the documents related to the risk source that is being created. For this resource to work correctly it is necessary for the SE Document component to be a part of the solutions acquired by your company. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.
Attributes	If in the Attribute tab of the previously selected type, attributes were associated, they will be displayed on this section, and it will be possible to identify them by name. In that case, enter their values. Those attributes that are required must necessarily have their values filled in. The blocked attributes will be filled by the system according to the default value set when associating it with the risk source. Remember that the way to enter an attribute value varies according to the configurations set when creating its record.