New article
Recently updated
Navigating Risk features
Who is this article for?Administrators who want to learn how to navigate Risk features.
Administrator permissions are required.
Effective risk management in Lucidity Risk relies on the ability to efficiently navigate its various features, tabs, filters, and column configurations. This article provides a guide to using these essential tools, demonstrating how to leverage tabs for organised risk viewing, utilise filters for precise risk identification, and customise column configurations.
1. Navigating Risk features
The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.
Video: Navigation for Administrators
On the default landing page, Lucidity Risk features:
- Tab options: top panel listing areas of access within the module.
- Risk tab: reflects the current module. Select to switch between modules.
- Menu options: left-hand panel listing areas of access within the current tab.
- Help: provides links to help documentation such as user guides and support materials.
- Show Filters: allows for defining search parameters.
- Configure Columns: allows for configuration of columns displayed on screen and in Excel reports.
- Excel Export: an Excel report reflecting the current filters selected.
- Headers: click to sort in ascending/ descending order.
- Admin: Edit Admin details of project risk registers.
- Risks: Manage individual risks for a project risk register.
- Actions: Manage unprocessed risks, copy, archive or delete the project risk register.
2. Tabs
As with all Lucidity Software Modules, Lucidity Risk uses a series of tabs for basic navigation which are based on assigned permissions.
- Risk Registers: View, create, edit and delete all project risk registers for the organisation and access detailed reports.
- Actions: View, edit and close actions assigned from within Lucidity Software.
- Master Register: Manage all risks for the organisation and build risk templates.
- Dashboard: provides at-a-glance views that organises and presents information in a way that is easy to read and showing a graphical presentation of the current status.
- Settings: Edit available lists and configure select settings.
3. Filters
Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.
Filters on the Risk Register page comprises of one main section. Any field with the [SELECT] option denotes a list will be displayed to select from. Options in these lists are pre-populated according to system configuration. Multiple options in multiple filters for a single search can be selected.
3.1. Reset filters
To avoid unwanted data such as archived records appearing unexpectedly, always select Reset Filters when clearing a recent search.
3.2. My Filters and My Emails
Users can create and save their own reports using the My Filters feature.
Any saved filters can be easily accessed via the current filter drop down selection option above the Filter tabs. This is a short-cut route for applying saved filters.
Automatically emailed reports can be specified using the My Emails feature.
4. Column configuration
Columns within each page of Lucidity Risk as well as those displayed in reports can be manipulated by the system administrator. The columns displayed as well as the order in which they are displayed can be adjusted. It is important to remember that changes made to columns affect all users viewing the pages or running reports.