Control classifications, review bands and automatic risk creation.
Maintain the classification
Product location: /stakeholder-management/settings/entity-types. Use Entity Types, Categories and Risk Group Thresholds.
In Stakeholder Management Settings, review Entity Types and Entity Categories. Deactivated choices remain on existing entities but cannot be selected for new ones.
Risk Group Thresholds map the composite 0–100 score to a band and default review frequency in months. Review the minimum, maximum and frequency together. An entity's explicit frequency override can replace the band default.
Configure risk triggers
Product location: /stakeholder-management/settings/triggers
Create a Risk Trigger and define whether all or any of its conditions must match the assessment answers. Use the actual questionnaire field codes. Complex conditions can require the advanced JSON editor.
Set the target register, category, title template and active state. Inspect a controlled assessment result before relying on the rule routinely. Deleting a trigger does not delete risks it already created.
Author a questionnaire
Product location: /stakeholder-management/settings/questionnaires/authored
Custom questionnaire authoring depends on plan entitlement and tenant-administrator access. Create a draft with a stable code, edit its questions and weightings, then Make live after review.
The code is shared across versions and cannot later be changed. Use New version for a later questionnaire revision and Retire when appropriate. A draft questionnaire and a live questionnaire have different availability.