The Project Risk functionality in SapphireOne allows you to identify, assess, and manage risks associated with your Job Projects. This guide will teach you how to document and monitor project risks to mitigate potential issues. The steps are as follows:
- Navigate to Job Projects > Job Projects > Inquiry and then select the Project Risk item. SapphireOne will display the Project Risk Register list screen with a list of Projects Risks already in the data file.
- From here the user has several options as follows:
- Create a New Risk Entry – Select the blue plus button on the main toolbar. Sapphire one will display the New Project Risk Register screen ready for data entry.
- Title – Enter a title for this new project risk register entry.
- Menus – A number of these Menus a drop down menus that may be created by the user. Enter in a new menu item if required, or select existing items from the drop down list.
- Tabs – There are a number of tabs in this area as follows, Summary, Details (Default), Events and Actions. Select any of these tabs and enter the data as required.
- Description & Response Text Data fields – The the risk details into the appropriate text field.
- Reviewing – Check to the form to ensure all required data entry fields are filled in and the appropriate drop down menus have been selected correctly.
- Saving – When all is correct click on the green tick button on the main toolbar.
For more detailed instructions, please refer to the Job Projects > Job Projects > Project Risk article.