Entering Risk General Basic Data—Exercises

Main Exercise

Purpose: The purpose of these exercises is to create general basic data for Risk Management

Windows:
Risk Basic Data

Creating Risk Project Types

  1. Open the Risk Basic Data window, and click the Risk Project Type tab.
  2. Create a new record. A default value for the Risk Project Type ID field is assigned for the new record which can be edited if required.  
  3. In the Risk Project Type Description field, enter the description of the Risk Project Type.
  4. Save the record.
  5. Repeat steps 2 through 4 to create multiple risk project types.

Creating Analysis Categories

  1. Open the Risk Basic Data window, and click the Analysis Category tab.
  2. Create a new record. A default value for Company and Category Ref will appear for this record, which can be modified if required.  
  3. In the Category Description field, enter the description of the category.
  4. In the Risk Project Type ID field, select a suitable risk project, that you want to associate with the analysis category you are about to save, from the List of Values.
  5. Save the record.
  6. Repeat steps 2 through 5 to create multiple analysis categories.

Creating Person Groups

  1. Open the Document Basic or Risk Basic Data window and click the Person Group tab.
  2. Create a new record to enable the creation of a person group.
  3. Enter a value in the Group ID field. This field accepts a maximum of 20 characters. 
  4. Enter a value in the Description field. This field accepts a maximum of 100 characters.
  5. Save the record.
  6. Repeat steps 2 through 5 to create multiple person groups using one of the member to group association methods as described below.

Proceed with the following steps if you are using manual entry to add group members:

  1. Click in the table and then click New to enable the addition of a person to the group.
  2. In the Person ID field, use the List of Values to select and insert a valid value.
  3. In the Note field, enter optional text about the person. Add as many persons to your group as needed. 
  4. Save the record.

Proceed with the following steps if you are copying group members from one group to another:

  1. Right-click the Person Group tab and select Copy Group Members to open the Select Group to Copy From dialog box.
  2. In the Group ID field, enter a group from which you wish to copy members, and click OK. The group members are then copied into the group.
  3. Save the record.

Creating Risk Evaluation Areas

  1. Open the Risk Basic Data window, and click the Risk Evaluation Areas tab.
  2. Create a new record.
  3. In the Risk Evaluation Area ID field, enter a number that you want to assign as the ID for the particular record.
  4. In the Risk Evaluation Area field, enter a description for the risk evaluation area you want to add. 
  5. Save the record.
  6. Repeat steps 2 through 5 to create multiple risk evaluation areas.

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