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Location: View  Risk
Overview:
Through this view, it is possible to follow the analyses performed on the risks recorded in the system. Through the tab located at the top right of this menu, it is possible to change the vision of the risk view for risk analysis (displays all the information about the risk analyses), risk (displays the information of the risk association to the plan) and project (displays the risk analyses of plans that have the "Project" scope; besides the information of the risk analysis will also be presented, the information of the associated projects as scope). In the list of records on this screen, the columns configured in the standard view profile of SE Risk will be displayed.
Specific buttons:
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Click on this button to view the data screen of the risk analysis selected in the list of records.
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Click on this button to load SE Analytics, so that the result obtained in the search can be analyzed.
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Click on the arrow next to this button to configure and issue the desired risk reports. This button also allows you to export the list of records displayed on the main screen to an Excel file, configure a new report, or associating an existing report, or also refer to the parameters that may be used in setting up new reports.
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Click on the arrow next to the button to change the screen layout to 3 quadrants. In the third quadrant, the details of the risk analysis selected in the second quadrant are displayed.
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Click on the arrow next to the button to change the screen layout to 2 quadrants.
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Use the following filters to find the records you wish by using specific information. To use these filters, go to the Search filters panel and click on the  button to add filters.
For further details about the "Search panel" and other view operations, refer to the "User guide  Views" section.
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Analysis ID #: Enter the risk analysis ID # you wish to search.
Comments: Enter the risk analysis comments you wish to search.
Risk: Select the risk you wish to search.
Control: Select the control associated with the risk analysis you wish to search.
Control analysis: Select the control analysis associated with the risk analysis you wish to search.
Risk source: Select the risk source associated with the analysis you wish to search.
Treatment: Select the treatment associated with the risk analysis you wish to search.
Cause: Select the cause associated with the risk analysis you wish to search.
Consequence: Select the consequence associated with the risk analysis you wish to search.
Best practice: Select the best practice associated with the risk analysis you wish to search.
Objective: Select the objective associated with the risk analysis you wish to search.
Responsible: Select the party responsible for the risk analysis you wish to search.
Responsible team: Select the team responsible for the risk analysis you wish to search.
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ID #: Enter the ID # of the action/isolated action plan you wish to search.
Title: Enter the title of the action/isolated action plan associated with the risk analysis you wish to search.
Planned date: Select a date range that covers the planned dates of the action/isolated action plan associated with the risk analysis you wish to search.
Actual date: Select a date range that covers the execution dates of the action/isolated action plan associated with the risk analysis you wish to search.
Status: Select the execution status of the action/isolated action plan associated with the risk analysis you wish to search. Use the buttons next to the field to expand the list of options, check all available options, and clear the checked options.
Responsible for planning: Select the user responsible for planning the action/isolated action plan you wish to search. Use the other buttons on the side of the field to fill it with the logged user data or clear it.
Action plan/action responsibility: Select the user responsible for planning the action/isolated action plan you wish to search.
Team: Select the team responsible for the action/isolated action plan associated with the risk analysis you wish to search.
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Use the fields of this filter to find the risk analysis you wish to search through the document (SE Document) associated with it. To do that, enter the ID # and/or title/summary of the desired document.
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ID #: Enter the plan ID # to which the risk analysis you wish to search belongs.
Name: Enter the plan name to which the risk analysis you wish to search belongs.
Plan: Select the plan to which the risk analysis you wish to search belongs.
Scope: Check the option corresponding to the scope of the plan to which the risk analysis you wish to search belongs. Use the buttons next to the field to expand the list of options, check all available options, and clear the checked options.
Business unit: Select the business unit to which the plan containing the risk analysis you wish to search belongs.
Revision status: Check the options corresponding to the possible status of the revision of the plan to which the risk analysis you wish to search belongs. Use the buttons next to the field to expand the list of options, check all available options, and clear the checked options.
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Use the fields in this filter to locate the desired analysis by the risk evaluations. To do that, enter the ID # and/or check the corresponding options to indicate if it is significant or not. Check the Display all evaluations option so that all evaluations that were performed within the date range you entered are displayed in the search result. Check the Display evaluation attributes option to display the attributes of the method used in the risk evaluation as columns, showing the value of the attribute that was filled in for each evaluation. In addition to selecting this option, it is also required to select the Select type button in the Type filter and select the plan type to which the evaluation method whose attributes are displayed on the main screen is selected.
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Use the fields in this filter to find the risks according to the results of the criteria used to generate the evaluation result. To do that, use the search field to enter the Evaluation criterion you wish to filter, as well as the respective Criterion option and Evaluation in the following fields.
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Use the fields in this filter to find the desired risk analysis using the instantiated process (workflow, incident and/or problem) related to it. To do that, select the process/activity of the process, and in the Display field, define whether you wish to view the analysis that has the process associated, those that have only that particular activity of the process associated or all.
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Use the fields in this filter to locate the desired control analysis through the data of the upper level element associated with it. To do this, select the desired element according to its respective name and type, or enter the ID #, Name, and Element type separately in the respective fields.
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Use the fields in this filter to find the desired risk analysis through the scorecard element associated with it. To do this, enter the ID #, name, framework associated with the scorecard to which the element belongs and/or the status of its record (active or inactive).
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Project: Select the project associated with the risk analysis you wish to search.
ID #: Enter the project ID # associated with the risk analysis you wish to search.
Name: Enter the name of the project associated with the risk analysis you wish to search.
Type: Select the type that classifies the project associated with the risk analysis you wish to search.
Responsible: Select the user responsible for the project associated with the risk analysis you wish to search. Use the other buttons next to the field to fill it with the data of the logged user or clear it.
Team: Select the team responsible for the project associated with the risk analysis you wish to search.
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Use the fields in this filter to locate the risk analysis for the workflow (event) related to it. To do that, select the desired workflow or enter its ID # and/or title.
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Use the fields in this filter to locate the risk analysis for the incident (event) related to it. To do that, select the desired incident or enter its ID # and/or title.
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Use the fields in this filter to find the risk analysis by using the problem (event) related to it. To do that, select the desired problem or enter its ID # and/or title.
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Click on the Add attribute button and select the attribute associated with the "Attributes" tab of the risk type whose analysis you wish to search, the operator and a value for it. To use more than one attribute in this search, just click OK and repeat the procedure described above. After adding the desired attributes, click on the Apply button.
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Click on the Add attribute button and select the attribute associated with the "Risk analysis attributes" tab of the risk type whose analysis you wish to search, the operator and a value for it. To use more than one attribute in this view, simply click on Add attribute on the search screen and repeat the procedure described above. After adding the desired attributes, click on the Apply button.
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Use the fields in this filter to find the risks according to the attributes used in the evaluation method. To do that, click on Add attribute and enter the attribute of the evaluation you wish to filter, as well as its value. To use more than one attribute in this view, simply click on Add attribute on the search screen and repeat the procedure described above. After adding the desired attributes, click on the Apply button.
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Click on the Add attribute button and select the attribute associated with the plan type that has the risk analysis you wish to search, the operator and a value for it. To use more than one attribute in this view, simply click on Add attribute on the search screen and repeat the procedure described above. After adding the desired attributes, click on the Apply button.
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After you complete the necessary filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be listed on the right side of the view screen.
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