When a risk has been added or reviewed, it's sent to someone to approve. In the Approve stage you review and approve the work that's been done or delegate further action.
Quick steps to approve an risk:
- Go to the Task management component
- Select from the Task options provided
- Complete the required fields
- Click Submit
Form components
| Action history | A chronological list of the instructions and actions recorded to date within each stage of the workflow. |
| Task management | Your options for approving the risk. |
| Risk summary | Contains key information about the risk. |
| System event history | A chronological list maintained by the system of all entries and linkages in the system relating to this risk. |
Workflow
There are two reasons why you will receive a task to approve a risk:
Scenario 1: A new risk has been sent to you to approve
Scenario 2: An existing risk has been managed or reviewed and sent to you to approve
Action history
This component displays the commentary by the assigned officers at each stage of the workflow.
Hover over the date to display who recorded the note.
Task management
This risk has been reviewed and sent to you to approve
When a risk has been sent to you to approve.
Click on Go to risk to review the Risk details form, which will provide a full description of the risk, links to existing controls and an assessment of the risk.
Task Options
Assign another task
Choose this option to define and delegate the tasks required.
- Task instructions - provide instructions for the review. Prior to approving the risk, you can use the workflow to delegate a further review task. For example, if you wanted to ensure the content of the risk is consistent with current legislation you might send it back for a final check with the following instructions: 'Ensure the safe work policy is consistent with recent changes to the work place health and safety legislation.'
- Assign to - select the user responsible for carrying out the task. Select Assign to me to assign the task to yourself.
- Task due date - select the date the task is to be completed by.
Approve the risk
Choose this option to approve the risk to be added/updated on the Risk register.
- Next review date - this is the proposed date the risk will be reviewed again in the future, which can be changed.
- Additional Comments (optional) - use this field to add any additional comments relating to the risk. These comments will appear in the Action history and will therefore be visible when the risk is next reviewed.
Risk summary
This component summarises the risk including if the threshold for related adverse events has been breached.
Submit/save the form
The green Submit button will save the form and in most cases progress the item to the next stage of the workflow. The button label, however, will change depending on certain conditions to make it quicker to complete tasks. For example, The green button will change to Approve if you choose Approve the risk. If you have assigned a task to someone other than yourself it will change to Submit, and if you have assigned a task to yourself it will change to Next.
Select the purple Archive button when the risk is to be archived and the Risk details form will be moved to the 'Archived risk' tab on the register.
Select Create a related item if you want to create a separate linked item on another register when you save the form. A link between the two items will be displayed in each item's System event history. For example, if you need to schedule a compliance task relating to the risk, you could select the Compliance option to create a new item in that register. The platform will display a link between the two items in the System event history.