Define Risk Request Workflow (v8.xx)

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• Workflow Types (v8.xx)

  The workflow is an integral part of document management. It is the modeling of a work process that defines how documents inside a workgroup pass from one status & participant to another according to a predefined set of rules. These predefined rules: ...

• Create a Project Request (v8.xx)

  To create a new project request: Navigate to the [Project requests] tab on the Module navigation menu. Select "New request" from the contextual navigation menu. Otherwise select "Project request" from Create Tab. A new Project Request form will open. ...

• Create a New Risk (v8.xx)

  For each identified risk a new Risk document must be created. This document defines which project the risk refers to, and classifies the risk. Classification criteria are defined in the various Risk setup documents. To create a new risk: Navigate to ...

• Update a Risk (v8.xx)

  To update an existing risk simply navigate to the [Risks] module and locate your project and the risk to be updated. Open the Risk form in edit mode and apply any necessary changes and updates. If an approval or revision workflow has been applied to ...

• Manage and Review a Project Request (v8.xx)

  Depending on the workflow definition, each project request will follow a review and approval process. Different views are available to track project requests, such as the "My requests" view, designed to track the status of your personal requests. To ...