Creating a Risk - Adding a New Record

Softools' one-click Record creation is available from multiple areas within the RiskPlan App and gives you the ability to create and Record thousands of Risks.

^Adding a Risk at the App Level^

^Adding a Risk at the Record Level^

App Level - When all Reports are displayed in the Left Menu you are at the App Level, from here one-click '+ New Record' to begin the creation of a new Risk.

Record Level - When just the Risk' Form is displayed in the Left Menu you are in a Record (at the Record Level), from here one-click '+ New Record' to begin the creation of a new Risk.

Please see here for how to Populate a Newly Added Risk Record.

^New blank Risk Record^

You MUST enter the minimum of a 'Title' before the Risk Record will be saved.