Risk factor list

A Risk factor list shows all the Risk factors and Function risk factors connected to a Risk assessment. On the web, it will appear as a table containing the Risk value and Priority, among other things, for each Risk factor and Function risk factor connected to the Risk assessment.

The Risk value represents the cell in a Risk chart where the marker for the Risk factor will be placed. The Risk value for Risk factors can be modified by changing the values for Probability and Consequence, or the Probability function and Consequence function for Function risk factors, e.g. via Edit in the drop-down Options menu on the web. The Risk value will also change when the results of the Probability function and Consequence function for a Function risk factor change.

Probability limits and Consequence limits for Function risk factors may only be changed in Configuration Studio.

The Priority bullet shows the color value of the Risk factor or Function risk factor, according to the configuration in Risk options in Global settings.

Although Risk factor lists may be added directly in a scorecard object in the BMP model, we recommend building the risk structure in the Risk model and then displaying it on scorecard objects using a Risk assessment table. Risk factors created in the Risk model will have the structure Risk assessment table - Risk assessment - Risk factor list - Risk factor, which will make it possible to correctly report on them, and any child objects connected to them, via Reporter. This is not the case with Risk factors added via a Risk factor list placed directly on a scorecard object.

By copying a Risk factor list to the Template model, you can link it to other objects across models, and thus use it across the system.

How to create a Risk factor list in Configuration Studio

To add a Risk factor list object right click the Risk assessment to which it belongs and choose Add -> Risk -> Risk factor list.

Properties

General

Name - the name "Risk factor list" is generated automatically but it may be changed
Description - an optional text describing the object
Filter configuration - define the conditions that are to be met; this is done by selecting the desired properties, operations, and values from the drop-down lists

Start by clicking Add new rule set.

Select one:
- All - an object must meet all of the rules in a set
- Any - an object must meet only one of the rules in a set
- None - an object may not meet any of the rules in a set
Choose the property you want to define in the drop-down list on the left, e.g. ID. Select the operator you want in the drop-down list in the middle, e.g. =. The contents of the list will be adjusted in accordance with what you choose. In the drop-down on the left, select or enter the value the property should have, e.g. 100.

For some properties, the second drop-down list contains the "empty" option, so you can search for Risk factors where that property is missing, e.g. Probability, Consequence, etc.

Some properties such as Probability and Consequence are historical properties. That means that they will only have value in the period in which the value has been entered or in later periods. So filtering on Probability or Consequence will only work in periods where they already have value.

Example: You enter values for Probability and Consequence for a Risk factor in August 2017. You want the Risk factor list to show Risk factors with Consequence less than 3. In August, September, etc. you will see the expected result for that particular Risk factor in the Risk factor list. However, if you go back to a period before August 2017 the Risk factor list will not contain that Risk factor because it has no value in Consequence.

To create additional rules click Add new rule.

Column configuration - choose the properties to be displayed. By default, each object is configured to show a given set of properties, but you can change which properties to show and in which order. To change whether a property is visible or not, click the icon to the right and choose between "visible", "hidden" or "not available" in the Visible column. Web users can select to hide columns that are "visible" or show ones that are "hidden" by clicking the downward arrow on a column heading on the web; they will not see items with "not available". Use the arrows on the right to change the order.

Column widths - click the icon to the right and select the Column widths set to use.

Each child object of the risk factor list inherits the selected Column widths set.

Status & Progress

Status algorithm - the algorithm type used to calculate the status. See Algorithm types for more information.
Status - if you selected 'Manual status' in Status algorithm, select the status color to show on the web: "Red", "Yellow", "Green", or "None"; Manual status may also be set on the web

The 'Weighted status' algorithm for risk is based on the colors actually used in the default risk chart, ordered by the color priority defined in Settings. E.g. if "Orange" is not configured in the risk chart then it will not be used when averages are calculated.

Sorting

Sorting order - Select the sorting algorithm that Corporater BMP uses to sort items.
- None
- Ascending
- Descending
Sort column - click the Edit button () and select the column you want to sort by; the column will be converted to the column number which you will see in Sort column when you click OK. You may also enter the column number directly in Sort column. (Sort column is only available when Sort by row is not selected)

Configuration

Go directly to new object - select for the user who adds a new risk factor to the risk factor list on Web to receive an automatic redirect to that risk factor's page.

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.

Visibility

It is possible to create a simple shortcut for adding sub-objects on the following list objects:

Risk Assessment table
Risk Factor list
Initiative table
Checklist
Task list
Indicator list

Users will then see "+ Add" on the Title bar of those list objects web.

Example

Let’s say you want it to be simple for users to add Tasks to a certain Task list.

In Defaults, right click Task list under Default objects, and add Task. You can use the default task configuration or customize it if desired.

In the BMP model, add a Task list, and double click it to configure. In Addable items in the Advanced tab, click the icon on the right and select the Task that you added in Defaults.

You can also configure Addable items on the Task list in Defaults but that will apply to all Task lists you add to the system.

The Task list must be configured with Border style = “Frame and Title bar”

If Addable items contains more than one object, users will need to use the standard procedure for adding objects.

Now go to the web page that contains the Task list. You will see that the Title bar now contains “+Add”. By clicking on it, the configuration dialog opens and the user can configure the Task in the usual way.

Only users with access to add Tasks to Task lists in Access Profiles will see “+Add”.

Show Menu Button - check if you want the button that opens the Options menu for the object to be available on the web page; among other things, the Options menu contains alternatives for editing and deleting. The contents of the Options menu can be configured in Page setup.

Show Icon/Status - select which icon to display in the Title bar. You can choose between:
- Table type icon - the standard icon for the object
- Status gauge icon - a status gauge used as icon
- No icon

Layout

Columns large screen - the number of page columns the object spans across on Web on a large screen device.
Columns medium screen - the number of page columns the object occupies on Web on a medium screen device.
Columns small screen - the number of page columns the object occupies on Web on a small screen device.

The maximum number of page columns is 6. Hence, for the object to span across the entire page, set the value of '6' for the device type.

For the object to span across half the page, set the value of '3'. For the object to span across a sixth of the page, set the value of '1'.
Page setup - click the Page Setup button () and select a page setup for children objects to the object. The object itself doesn't use the setup. You can create and configure page setups in Shared web items.
Header style - select the header style for the object.
- Inside - displays the object's name together with the object header on Web.
- Outside - displays a divider between the object's name and the object header on Web.
- None - displays the object without its object name.
Border style - select the border style for the object.
- Line - displays the object inside a frame on Web.
- None- displays the object without a frame on Web.
Shadow - check to display a shadow around the object on Web.
Show status as - select which icon to show in the Title bar. You can choose between:
- Status gauge icon
- Bullet icon
- No icon
Transparency - enter a value for how transparent the object is on Web.

The value range is between '0' to '100', where '100' represents that the object is fully transparent.
Header color - click the Edit button () and select a color for the object header.

You can create and configure colors in Shared web items.

For optimum design, Corporater BMP recommends you don't use bright gradients or transparent pastels as header colors for table headers.
Font color - click the Edit button () and select a color for the object's text font.

You can create and configure colors in Shared web items.
Container - click the Edit button () and select a container for the object.

The container represents the page tab on which the object displays on Web.

You can create and configure containers for page setups in Shared web items.
Show on large display - select for the object to display on devices with a large display.
Show on medium display - select for the object to display on devices with a medium display.
Show on small display - select for the object to display on devices with a small display.
Tab - the page tab to display the object on Web.

You can create and configure new tabs in Shared web items.

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.