Add a New Risk

1. The first step that we must take when adding a new risk is to choose a risk register from the drop-down selection box at the top of the page. 
2. By making a selection in this box first, we are indicating to Ideagen Healthcare Guardian that the risk we are about to add will be added to this particular risk register. 
3. As we will see later in the video, the pages in the risk app are driven by the drop-down selection boxes. So the selection made in the box controls the information that we can see on each page. If we don't choose a risk register before creating the risk this is okay as the risk will still be created, and any information entered against the risk will be saved. 
4. However, we would later need to link the risk to a risk register in order to be able to view it on the other pages across the app. 
5. So, once we've chosen our risk register, we can now select Create Risk. Pressing this button should produce a pop-up box where we can enter some details about our new risk. 
6. The first field which must be filled in is the name of our risk. This field is limited in Ideagen Healthcare Guardian to 100 characters or less. 
7. Next, we come to the start date for our risk by clicking on the ellipsis button. We can open up the date picker and select the date from which we need our risk to begin. We won't be able to enter any information such as risk measure scores or any commentary for any time period before our start date. So it's important that we remember to move this from the default date which is set to the system date. 
8. Once we've selected a start date, we need to assign ownership of the risk. The drop-down list is connected to the list of users in Ideagen Healthcare Guardian. So we should be able to assign ownership of the risk to anyone with a user account. 
9. The field below the owner is the overseeing officer. This field is again linked to the list of users in Ideagen Healthcare Guardian so we can assign an overseeing officer to the risk. However, this field is not mandatory, therefore can be left blank if required

Risk Category Options

1. We can also apply a risk category from the options of political economic, social, technological, legal and environmental. 
2. We can select more than one option if needed, either by holding the Ctrl or Shift buttons whilst clicking on the relevant options. 
3. There is also the option to add a risk response. The options are tolerated treat, transfer and terminate. 
4. The final field in the pop-up is the escalation status. This field links into the PMO and will display whether or not the risk has been escalated to what level and whether or not it's been accepted at the given level. 
5. Once the details in the pop-up have been completed, we can press save and our new risk will be created.
6. The page will update with more fields available for us to enter information into. The ‘About the Risk’ section contains three tables, each of which can be edited by clicking on the data entry icon in the top right corner of the table. 
7. Once in data entry mode, we can edit the details of the risk. 
8. The name is the same name field we just populated when creating the risk. The URL is automatically generated by Ideagen Healthcare Guardian so we don't need to edit that. 
9. We can add a reference to our risk if needed, edit the description of the risk and also add the risk inherent score, which is our assessment of the risk score based on the five-by-five risk matrix if we didn't take any steps to reduce the likelihood or consequence of the risk.
10. In the second table, we can indicate our risk approach to either accept the current risk, do more or reduce our efforts. 
11. We can also apply a risk category from the options of political economic, social, technological, legal and environmental. We can select more than one option if needed by either holding Ctrl or Shift and clicking on the relevant options
12. Next, we can amend the start date if needed, and also add a closure date to our risk.
13. The last field on the second table gives us the option to search for other objects in Ideagen Healthcare Guardian and select those on which we think the risk will have an impact. 
14. To do this, we need to click the ellipsis button which will produce a pop-up where we can search for the object name and also filter by the object type.
15. The Third table allows us to amend the owner of the risk and to identify each Org Unit the risk is associated to. The Org Unit options are taken from the organisational structure built out by the Organagram, which can be accessed through the reports page. 
16. The final field in this section is the other stakeholders which allows us to add additional user accounts against the risk who depending on how they're configured their notification settings may receive notification updates when comments are left against the risk.

Managing the Risk

1. As you move down the page, there are two text boxes for us to enter information into. These are what is the cause of the risk and what are the key consequences or impacts of the risk. 
2. The purpose of these fields is to promote correct thinking when making a risk assessment for example, if there are lots of different elements that could cause the risk, or lots of potential consequences of the risk, this should influence the score that we allocate the risk likelihood and risk of consequence measures.
3. The next section of the page is for managing the risk. By entering Data Entry mode, we can enter scores from the risk impact and risk likelihood for the current month.
4. These scores will then be multiplied populating the risk rating score. We should be careful not to manually enter a score for the risk rating as this can overwrite multiplication and could result in an incorrect risk rating being applied. 
5. Next, we can edit and enter target values for the risk likelihood and impact. As with the actual values we entered in the table above. These will multiply to create the target for the risk rating measure. 
6. Moving down the page, we have a section to add a narrative around the controls and assurances that are in place to the right there is a commentary panel to detail anything else we might do to reduce the likelihood or impact of the risk. 

Adding an Action

1. Ideagen Healthcare Guardian also allows us to create actions that are associated with the risk.
2. Simply click the Add Action button to produce the pop-up. As with creating the risk itself, the name field for the action is limited to 100 characters.
3. Next, we can set other details about the action. We can set the priority of the action at this stage. We can enter a start date for the action, due date and an estimated completion date. 
4. When creating an action, Ideagen Healthcare Guardian would expect the due dates and estimated completion date to be the same. However, as the action progresses the estimated completion date may move with the action being completed ahead of or behind schedule. 
5. You can also assign an owner against the action and add a description if required. Under the details section. We can assign Org Units against the action as just as we did with the risks.
6. The pattern refers to how frequently Ideagen Healthcare Guardian expects an update to be provided on the performance of the action. 
7. The scheme refers to the colour scheme used to display the performance of the action. 
8. Weighting allows us to say that the performance of an action has a greater impact on the task summary measure, which is created when an action is created against an object. For example, if there are five actions added against this risk, the task Summary Score will be the average of the performance of those five actions. 
9. However, if the weighting is changed, then the action with a higher weighting will contribute more to the overall performance of that task summary measure the extent the tracking with the action allows us to monitor the performance of the action based on the planning pattern selected. If minimum tracking is selected, this functionality is not available. 
10. Actions can also be categorised by type, either choosing key action crisis or issue from the dropdown.
11. The performance section will display the performance ratings of the action once they have been set. And the impact section displays the objects against which the action has been added and therefore impacts upon.
12. Once the action has been added, it will display in the table on the page

To upload documentation

1. Finally, at the footer of the page, there is a section to upload documentation. 
2. Click on the pencil icon at the top right of the table and then select the Add document icon. From there, we can select the file that has already been uploaded or click the plus icon to add a file from our local machine.

Edit the Risk Details

1. Once the risk has been added, and we want to revisit and amend details, we can do this from the Edit Risk Details page. 
2. This page is structured in the same way as the Add New Risk page, except that after selecting a risk register from the drop-down, a second drop-down box appears allowing us to select a risk associated with that register.
3. Once the risk has been selected, the page works in the same way as adding a risk using data entry mode to update the required details.

Updates to the Table

1. Now we will move on to the update section of the app. 
2. The first page that we come to is driven by the drop-down selection box.
3. When we choose a risk register from the list, the table below will update with the risks associated with that register.
4. If we enter data entry mode on the table, we can enter values for risk impact and likelihood for the current period. Previous period values are also displayed to assist with our update. 
5. The slices at the top of the table can be used to filter the information, for example, to view the risks from one particular owner. 
6. The risks detailed update page is also driven by the drop-down selection box. When a risk register is chosen, the sunburst visualisation will populate with all the risks associated with the chosen register by selecting a segment of the sunburst the other frames on the page will update. 
7. Details about the risk are displayed alongside the sunburst, with performance cost displaying the objects that the chosen risk impacts. 
8. As we scroll down the page we can enter a risk impact the likelihood scores for the current period and also add commentary against the risk update subject. 
9. This allows us to provide further context around why we have made the ratings that we have to leave a comment and just click the comment icon. This will produce a comment pop-up where we can enter the comment text and save it.
10. We can also view previously reported information with the previous period score displayed in the table to the left in the risk matrix chart in the middle and also in the performance chart on the right of the page. 
11. That's with the Add and Edit risk pages. You have a section to add a narrative around the controls and assurances that are in place and to the right, that as a textbox to detail anything else we might do to reduce the likelihood or impact of the risk. At the footer of the page. 
12. We can also add actions following the same process as previously which will display in the table below what's created.

Risk Reports

1. The final section of the risk app is the risk reports. 
2. The first page we landed on when accessing the risk reports from the menu provides an overview of the performance of risks associated with the register selected in the drop-down box. 
3. The infographics towards the top of the page provide an account of the risks, risks outside of target risks within target, deteriorating risks and improving risks. This is an example of how the target information added to the risk likelihood and risk impact measures can change the information that we see. 
4. Adjusting the target values will impact when a risk becomes outside of the target or within the target. Deteriorating and improving risks are calculated by looking at the previous period's score and comparing it to the current score. 
5. If the current is closer to the target, the risk will be deemed improving, whereas if the score is further away from the target compared to the previous period, it will be deemed deteriorating. We should note that risk can be both outside of target and improving and also within target and deteriorating. 
6. The performance curves provide further details about the risks that fall into each of the four categories. 
7. The risks and actions register provides at-a-glance information for all risks of the register chosen in the drop-down and the actions associated with those risks. 
8. As with other tables across the app, the slices can be used to filter the information as required.
9. The risk register report works in a similar way. First, we must select a register from the drop-down and then the information relating to each associated risk will appear in the table. 
10. Likewise, the actions register displays all actions of the risks within the chosen register. Again, the content of this page is driven by the risk register that is selected from the drop-down selection box. 
11. The Risk Detail Report pulls together information about specific risks chosen from the second drop-down box once a risk register has been selected. The information displayed is the same as can be found in the risk edit details and update pages.
12. High-rated risks is an exception report showing those risks of a register with risk scores are calculated which then places the risk into the read according to the risk matrix. 
13. The risk details table provides a glance at information about all the exception risks. The table below can be used to filter to show specific risks or risks by the owner or by the impacts the risks are associated with. 
14. The table shows the current score and the Ideagen Healthcare Guardian assessment for each risk. We can open the details of each action to provide more information.
15. The action table can be used to show actions associated with a specific risk, owner stage priority or by Org Unit.
16. Using the report pattern and report range zoom to a different report frequency to view the content over an alternative timeframe or different financial year. We can also open the details of each action to provide more information