Risk assessment table

Risk assessment tables contain the risk objects that are relevant to the current object; namely, risk assessments where the Affects property contains the current object.

By using the table's filter settings users are able to display or hide risk objects based on properties.

A Risk assessment table can be added directly to a scorecard, perspective, strategic objective, or KPI.

Also, by copying a Risk assessment table 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 assessment table in Configuration Studio

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

Properties

General

Name - the name "Risk assessment table" is generated automatically but it may be changed
Description - an optional text describing the object, displayed when you click Description in the drop-down for the table on the web
Column configuration - the properties to display as columns in the risk assessment on Web. Click the Edit button () and arrange the properties in the panels.
Use the arrow buttons at the center or drag-and-drop to move properties between panels.
Similarly, use the arrow buttons to the right to rearrange properties in each panel. The order in which the properties display in the panel is the order in which the corresponding columns appear in the checklist on Web.
To set one or more selected properties as hidden, use the Toggle hidden button ().
To revert your changes in the dialog, click Reset.

Include

Query root - the starting point for the search. The table will only include risk assessments found below this object. E.g. select a scorecard and all assessments on that scorecard will be included in the table. Click the icon to the right of the field and select from the list. If left blank the current object's parent object will be used.

Only some types of objects are valid for selection as Query root.

Include subelements - when marked assessments for child objects will also be displayed
Include suborganizations - when marked, assessments for child organizations will also be displayed

When only Include suborganizations is marked, the table displays the risk assessment from the current organization, for the current object (e.g. Perspective) and from the Scorecard level only from suborganizations. To display risk assessments from other objects, Include subelements must also be marked.

Filter

'Affects' name contains - only assessments that affect objects with this text in their name will be displayed

'Affects' name contains will only be used when Include suborganizations or Include subelements is checked. Only the child scorecard elements to the suborganizations that match 'Affects' name contains will be included in the search.

If your setup does not have any child elements, 'Affects' name contains has nothing to search in.

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, e.g. ID = 100, Name contains Result, Priority = Red

Specify:

- Any - an object must meet only one of the rules in a set
- All - an object must meet all of the rules in a set
- None - an object must not meet any of the rules in a set

To create an additional rule in a set click Add new rule.

To create another rule set click Add new rule set.

For some properties, the second drop-down list contains the "empty" option, so you can search for Strategic initiatives where that property is missing, e.g. Start date, Status, Progress, etc.

Some properties, such as Start date and End date are historical properties. That means that they will only have value in the period in which the value is entered, or in later periods until new values are entered for Start and End date . So filtering on Start and End date will only work in periods where Start and End date already have values.

Example: You enter values for Start date and End date for a risk factor in February 2017, Start date = Nov. 1, 2016 and End date = Apr. 30, 2017. You want the Risk assessment table to contain risk factors where Start date is in the past. You will see that particular risk factor in the table in Feb., Mar., Apr. etc. but if you go back to a period before Feb. 2017 the risk will not be in the list because Start date had no value.

Status & Progress

Status algorithm - the algorithm type used to calculate the status: "No status", "Manual status", "Worst status", "Weighted status", "Best status". See Algorithm types for more information.

The 'Weighted status' algorithm for risk is based on the colors actually configured 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

Location - click the icon on the right to select the folder where new Risk assessments that are created on the web page should be placed. If left blank assessments will be stored in folders that are created automatically based on the name of the organization under which the assessment is created.

Visibility

Border style - choose the style the object should have:
- Frame and Title bar
- Frame only
- None
Visible - select how the object should appear on the web:
- Visible
- Not visible
- Only visible for Admin - shows the object on the web only for users with admin user role; this applies everywhere, e.g. breadcrumb, organization tree, page content, Reporter, searching, filtered lists, maps, and Workflow.
This can be useful e.g. when adding new elements to "live" objects.

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.