Is there a way to push risk back to Draft state automatically?

[rohitg]

Hi,

While we generate Risks from Risk Statements. Just wondering if there is way to move risk state from Monitor back to Draft automatically, like how we do it for Controls?

I don't think there is any frequency concept in Risk Management App as such, hence, the ask.

Please let me know if there is a way to change risk state automatically.

Regards,

Rohit

[Eric Le Martre4 · Accepted solution]

Hi Rohit,

I agree with Utkarsh, the Advanced Risk Assessment capability would definitively resolve your problem and keep it OOTB.

Now, for customers who do not have access to the Advanced Risk module, it is frequent to resolve this in 2 ways:

• Add a frequency field in the Risk Record and use the value of this field to automate with a Business Rule the move to Draft and to Assess, so that a new Assessment is automatically sent.
• Add a 'Next Assessment' date field into the Risk Record and use this field to automate with a Business Rule the move to Draft and to Assess, so that a new Assessment is automatically sent.

I have seen many customers configuring their Risk module like that.

Regards

Eric

[rohitg]

Hi Eric,

Thanks. This makes sense.

Regards,

Rohit