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Risk (RMS)

Set up risk management, keep a register, assess risks and report exposure.

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Getting set up

Run the Risk Management setup wizard

Complete risk policy onboarding

Set up risk management

Define and maintain custom risk fields

Manage RMS roles and permissions

Inspect risk evidence retention

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Register and risk records

Find, filter and share views of the risk register

Log and assess a risk

Read the risk dashboard, heatmap and matrix

Work with a risk record

Maintain treatment actions and review a risk

Link controls and investigate residual challenges

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Assessments and AI

Run a structured risk assessment

Adopt or author an assessment template with AI

Work with AI in risk management

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Exposure, money and reports

Record a monetary risk estimate

Review portfolio exposure and risk appetite

Produce risk reports and documents