Article published on the 23rd of November 2020.
Contents
1. Introduction
The Risk Matrix webpart is used to give a visual representation of the risks registered on entities, e.g. projects, cases, or contracts.
The Risk Matrix webpart is requires a risk list on the entity, from where to pull items to show. Risks are then represented in a matrix form with two choice fields on the x- and y-axis.
An example of a risk matrix webpart with risk entries can be seen in the following image:
The risk matrix in the image displays a 3 by 3 matrix using the "Severity"- and "Probability" fields from the risk list on the entity. The numbers in the matrix represents the number of risks with the corresponding severity/probability values. There is e.g. one risk with a severity value of 2 and a probability value of 3, and there are two risks with a severity value of 4 and a probability value of 3.
Clicking a field in the matrix which has any number of risks opens a list in which the user can inspect the risks with that severity/probability score.
2. End User Guide
The Risk Matrix webpart can be used to inspect risks registered on entities.
This can be done in different ways.
2.1. Navigating to the risk list used for the webpart
The user can, from the webpart, navigate directly to the risk list from where the webpart pulls entries:
- Click the title of the webpart to navigate directly to the associated risk list.
Note that when navigating to the associated risk list, the list is opened with the same view as the webpart is using. If e.g. the Risk Matrix webpart uses the "Open Risks" view to pull entries and the user navigates to the risk list using the webpart, the list will open with the "Open Risks" view active.
2.2. Inspecting entries in the Risk Matrix
Users can click a number in the Risk Matrix to view the risks which have the corresponding Severity/Probability scores:
- In the Risk Matrix, we click to view risks which have a severity Score of 4 and a Probability score of 3 (we see that there are 2 risks with these scores). This opens a window which displays the risks along with the risks meta data:
- Clicking the title of a risk opens the editing page of the risk:
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