How to Create and Manage Risk Types

Who is this article for?

 Risk Managers responsible for managing risk assessments.

 Staff access to edit risk lists is needed.

Risk types are an easy way to categorise risk assessments. They are assigned on the risk record while you are performing the risk assessment and are useful for analysing the types of risks you are assessing or for searching.

This article outlines how to create risk types and how to manage them in Q-Pulse Cloud. This article does not include any details on how to perform the risk assessment (please visit How to Perform a Risk Assessment for details).

To make managing risk types easier to learn, this article is split into 6 sections so that you can either walk through the steps in sequence or you can jump to the section relevant to what you are doing in Q-Pulse Cloud:

1. Create a Risk Type
2. Archive a Risk Type
3. Reinstate an Archived Risk Type
4. Delete a Risk Type
5. Assign a Risk to a Risk Type
6. Further Reading

1. Create a Risk Type

There is no limit to the number of risk types you can have in Q-Pulse Cloud, however it is important to remember that the more risk types you have, the more complex (and potentially confusing to end users) your risk system will become.

To create a risk type:

1. Click on Risk and then Associated Lists.
2. Select Risk Types.
3. Click Add a New Risk Type.
4. Enter the name of your risk type.

5. Press the enter key to continue.
6. Click on your newly created risk type.
7. If required, you can now enter:

• • Code: A code that will be meaningful to the risk assessor.
  • Description: A clear and concise description which will help the risk assessor when selecting a type.

2. Archive a Risk Type

When a risk type is no longer required it should be archived.

Archiving a risk type does not remove it from active risks but it does stop it from being used on new risk assessments.

To archive a risk type:

1. Click on Risk and then Associated Lists.
2. Select Risk Types.
3. Select the risk type you would like to archive.
4. Click on the archive button.

5. When prompted, click [Yes, Archive].

3. Reinstate an Archived Risk Type

When a risk type has been archived it cannot be used risk assessments. You can choose to reinstate archived types so that they can continue to be used.

Note: Archived items will be shown in grey italics.

To reinstate an archived risk type:

1. Click on Risk and then Associated Lists.
2. Select Risk Type.
3. Select Include Archived.
4. Select the type you would like to reinstate.
5. Click on the re-instate button.

6. When prompted, click [Yes, Reinstate].

4. Delete a Risk Type

Risk types can also be deleted. This will completely remove them from Q-Pulse Cloud.

Remember, deletion is permanent! If you are unsure, consider archiving your risk type instead.

To delete a risk type:

1. Click on Risk and then Associated Lists.
2. Select risk type.
3. Select the risk type you would like to delete.
4. Click on the delete button.

5. When prompted, click [Yes, Delete].

5. Assign a Risk to a Risk Type

Risk records have a number of fields, including the risk type.

To assign a risk to a risk type:

1. Go to Risk, then Risks.
2. Open your risk assessment.
3. In the detail section, click on the Risk Type
4. Choose the type you would like to apply.

6. Further Reading

• How to Create a Risk Matrix