Risk Management in Health

Owned by Nickolai_Gill (Unlicensed)
Last updated: Jul 25, 2023 by Vladislav_Solodovnikov
6 min read

 

 

 

Please be informed that the new navigation and some features (like Risk Comments) might not yet be available on your on-premise environment right now, but it will be there soon.

Concept of Risk Management 

The Risk Management in the Health application is based upon the provided possibility first to register all the artifacts of identification, assessment, and mitigation of risk, and second, upon the possibility of operating all the registered risks in the aggregation table.

The Risk editing is restricted according to your role, as follows: if you are Key Staff, you can edit any risk, if you are a regular user, you can edit the risks that were created by you or assigned to you.

While viewing Risks in the Risks table, you can sort the items by Unit name, Priority, or Date parameters, or use filtering. If you click a Risk, the system opens Risk Details.

Fig. 1……Representation of Risks in the Health application

 

 

How to Navigate to Risks list

 

The risks table can be found:

  1. On a Dashboard (ex-Summary) page in the Risks widget.

  2. In the Status Dimension sidebar in the Risks widget.

  3. On a Risks page.

Note that Risks widgets and Risks page are subjects of application configuration.

 

To navigate to a Risks page:

  1. Select a project. The project Dashboard (ex-Summary) page opens.

  2. In the side navigation panel:

    1. If it’s collapsed: hover over Delivery Health and then click on Risks (Fig 2).

    2. If it’s expanded: Click on Risks (Fig 3).

  3. Alternatively to (2) - from Health Beats, by clicking the Risks icon.

Fig. 2 Link to Risks page in the collapsed navigation bar

 

 

How to Manage Risks

Create Risk

It is possible to create a risk:

  1. While updating a status (in status edit mode, click on Create Risk button at the bottom of the card).

  2. On a Dashboard (ex-Summary) page in Risks widget.

  3. In Status Dimension sidebar in Risks widget.

  4. On a Risks page.

 

To create a Risk:

  1. On the right of the Risks page, click New Risk. The Create Risk dialog box opens.

  2. Enter parameters of the new Risk, and then click Save. The system creates the new Risk.

To learn how to choose values of Risk parameters, see Risk Parameters.

 

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To edit a Risk:

  1. On the Risks page, select a Risk. The system displays the risk pop-up with the Edit option.

  2. Select Edit. The system opens the Edit Risk Details dialog box.

  3. Modify the Risk, and then click Save.

 

To delete a Risk:

  1. On the Risks page, select a Risk. The system displays the risk pop-up with the Edit option. 

  2. Click the menu, and select Delete. The system deletes the Risk after confirmation.

 

Comment Risk

Note that Risk Comments functionality is a subject of application configuration.

It is possible to comment any risk. To do this, select the risk and click on the comment icon if you are on the risk lists or start typing comments in the section on the right if you are in the risk editing form. 

 

 

To delete or edit a risk comment:

Comment creator is able to edit and delete their own comment.  

  1. In the upper right corner above your comment Click on the ( ⁝ ) button. 

  2. Select Edit or Delete. 

  3. Enter and save changes or confirm deletion. 

 

Risk History

In the risk history section, you can view the historical data and see how your risks have evolved over time. 
To open a history sidebar, you need to open the selected risk and click on the history icon in the upper right corner.

 

After clicking on the button, a sidebar with the history of this risk will open.  New history entries are displayed at the top.

 

Sort and Filter Risks

Risks can be found on a risks page of a unit, or, in Risks widget: on Dashboard (ex-Summary) page and in status dimensions.

Risks are aggregated from bottom units to a current, so it’s possible not only to see the own risks of the unit but also all the risks from units below.

In the risks table, there are filtering options:

  • Quick filters (most used filters that are easily accessible).

  • Regular filters (full list of available filtering possibilities).

Besides, it’s possible to sort risks by data in the following columns:

  • Unit name;

  • Risk Exposure;

  • Date Created;

  • Date Updated.

 

View Risk Details

The risks table can be found:

  • On the Risks page.

  • In the Risks widget on the Dashboard page.

  • In the Risks widget on the Dashboard page.

Users who do not have rights to edit a risk can view it:

To view risk details:

  1. Click a Risk. The system displays the risk as a separate Risk Details box.

  2. To close the Risk Details box, click Cancel.

 

To view Risk Signals in Health Beats:

  1. Hover over the Risks icon. The system opens Risk Signals which are major risk updates that happened during the period of time shown in Health Beats.

  2. To open Risk Details, click a signal.

 

 

Manage Risk Visibility 

This section describes how to set the visibility of a Risk. The same settings are available for Issues.

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To set or edit the visibility of a Risk:

  1. Start creating a risk or open an existing risk in Edit mode.

  2. On the upper right, click the lock icon. The system opens a dialog box.

  3. Set the required visibility option, and then click Save.