Risks in ClearPoint are events that could adversely impact your organization's ability to achieve its strategic objectives. By effectively managing risks, you can reduce the likelihood of negative events occurring and improve your organization's chances of success.
Creating a new Risk
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Risks
Click the Plus icon to add a new Risk
Under Name, enter the name of the new Risk, for example, ‘Inflation’.
Select the Scorecard you want the Risk to be in
Assign an Owner
Once you are done with your changes, click Save
Adding Multiple Risks
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Risks
Click the dropdown menu next to the Plus icon
Select Add Multiple
Click the Select Fields dropdown to add all the fields you wish to Bulk-fill out for the Risks you are adding.
Enter the name of the Risks you wish to add separated by a line, for example, ‘Raising prices, Decreased demand’.
Click Save
Re-ordering risks in the manage elements screen
Organize the list of Risks by dragging and dropping them in the desired order
Duplicating Risks
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Risks
Click the three dots icon next to the edit Pencil icon
Select Duplicate Risk
Under New Risk Name, enter the name of the new Risk, for example, ‘Budget increase’.
Use the Home Scorecard dropdown to select the Scorecard you want it in
Mark the checkbox Copy Status and Risk Data to copy data from the Risk you are duplicating
Mark the checkbox Copy Links box to have the Risk linked to the same Elements
Click Duplicate
Deleting a Risk
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Risks
Click the three dots icon next to the edit Pencil icon
Select Delete Risk
Confirm you want to Delete by clicking the red Delete button
Deleting Multiple
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Risks
Mark the checkboxes next to the Risks you want to Delete
Select Delete Multiple from the dropdown menu
Confirm you want to Delete by clicking the red Delete button
Editing a Risk
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Risks
Click the edit Pencil icon next to the Risk you want to edit
On the Update Fields tab you can set the Status and include comments
Navigate to the Edit Fields tab to assign Owner, Tags, Scorecard, Reporting Frequency, Collaborators & Start and End Dates.
Click Links to link Risk to different Elements
Once you are done with your changes, click Save
Bulk editing
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Risks
Mark the checkboxes next to the Risks you want to Edit
Select Edit Multiple from the dropdown menu
Risks to Update shows the Risks to be updated
Navigate to the Update Fields tab to set the Status
Navigate to the Edit Fields tab to assign an Owner
Once you are done with your changes, click Save
