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  1. Softools
  2. Softools RiskPlanᵀᴹ

Softools RiskPlanᵀᴹ

Over the coming month we will be introducing a Self-Service Model. This will initially consist of the Risk Plan App and then extend into other Applications that you will be able to trial and purchase on a single use licence.

Welcome to RiskPlanᵀᴹ

  • Softools RiskPlan - Risk Management Overview
  • Initial Sign Up & Subscription - Account Creation
  • Managing my RiskPlan Subscription - Account Management
  • Logging In - Accessing your RiskPlan Site
  • Password Reset - Regaining Access to your RiskPlan Site
  • Logging Out - Securely Exit your Apps
See all 7 articles

Getting Around

  • RiskPlan Homepage - Navigation Hub
  • Folders Icon - Open and Close the Left Menu
  • Launchpad Icon - Quick Access to Apps
  • Actions Menu - Area Specific Features

Manage My Risks

  • Creating a Risk - Adding & Populating a New Record
  • Creating a Risk - 1. Overview | 2. Analysis | 3. Mitigation Plan Templates
  • Updating a Risk - Editing an Existing Record

Advanced Risk Management

  • Exports - Generate Shareable PDF and Word Reports or Convert to .csv
  • Filters - Organising your Data Output
  • Archive - Keeping your Risks Current
  • Show Archived - Deleting and Restoring Risk Records
  • Comments - Adding Additional Evidence & Notes
  • History - Track Changes to Risks throughout their Life Cycle
See all 7 articles

Reporting & Exporting

  • Reports Overview - Visually Analysing your Risk Data
  • Risk Register - All Risks in an Editable Table
  • Risks by Type Bar Chart - Categorised Risks
  • Risks by Project Column Chart - Categorised Risks
  • Monte Carlo Bell - Financial Impact Analysis
  • RiskPlan Heat Map - Colour-Coded Risk Matrix

Getting Help

  • Risk Plan - FAQs & Best Practice
  • RiskPlan - Glossary of Key Terms
  • Templates - Expand / Collapse & Help
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