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Repeatable forms are reports that display object data as it was entered into a form. This allows users to view and share non-editable, printer-friendly versions of completed forms with other users. This report type makes it easy to save Risk Respons...
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This article and the next few articles of this guide provide instructions for creating basic reports. Should you need to create additional reports with more complex requirements (e.g., a report that displays which risks are or are not associated wit...
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For more detailed information on data definitions, see the Data Definitions section in the Resolver Core Administrator's Guide . To create a new data definition: Click the icon in the top bar > Data Definitions in the Data Mode...
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For more detailed information on email notifications and nightly triggers, see the Email Templates section and Add a Trigger & Transition to a State article in the Resolver Core Administrator's Guide . Create an Email Template To cr...
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In this section, the permissions are configured to allow the Plan Owner to be explicitly assigned to Risk Response Plan objects. Additionally, the inferred permissions on the Risk object type are modified to allow the Plan Owner access to select rel...
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The enabled triggers and permissions in the following steps are recommended; however, you can adjust these triggers and permissions as needed. To avoid creating duplicate data, it's recommended that admins perform a search to confirm the follow...
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For more detailed information, see the Standard Forms section in the Resolver Core Administrator's Guide . The following are basic instructions for creating a new form. For more information on creating user-friendly forms, see the Form Desi...
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For more detailed information on workflows, see the Workflows section in the Resolver Core Administrator's Guide . Create & Configure States To create and configure the workflow states: Click the icon in the top bar > Object ...
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The formulas discussed below are basic and show both the number of risks and the maximum residual impact value from all risks related to the plan. For more detailed information, see the Formulas section and the Variables, Operators & Function...
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This article provides instructions for creating relationships and references on Risk Response Plans between the Risk and Requirement object types. However, plans can be linked to other object types, including, but not limited to Pro...