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Best practice

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Location: File Best practice

 

Prerequisites:

Best practice type

Optional:

Document (SE Document)

 

Overview:

The system allows managers to identify the best market practices for controlling the identified risks, keeping them at an acceptable level. The level of compliance with the best practices may be proven by the use of checklists.

 

Specific buttons:

Click on this button to create a new best practice. See more details about this operation in the Creating best practices section.

Click on this button to edit the best practice selected in the list of records.

Click on this button to delete the best practice selected in the list of records.

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.

Click on this button to import best practices from an .xls file through an import wizard.

Click on this button to enable/disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter, in the search filters panel.

 

Use the Search filters to find the records more easily based on specific information.