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How to Configure the Risk Assessment Workflow
Who is this article for?Ideagen Quality Management administrators importing workflows.
Admin access is required.
Best in class workflows are pre-made workflows that you can import into your Workflow module.
The Risk Assessment workflow is designed to track risks for an organization as well as to evaluate and monitor those risks over time.
This article outlines the recommended configurations that can be applied to the Risk Assessment Workflow which is available for download in the Best-In-Class Workflow Download Center. This article has been split into the following sections:
- Associated Workflows
- Workflow-Specific Configuration Steps
- Default Responsible Parties & Recommendation for Update
- Further Reading
Looking for steps to import the workflow? Visit How to Import a Workflow for details.
1. Associated Workflows
The Risk Assessment workflow is designed to launch a Corrective Action when needed, so the Best-in-Class Corrective Action workflow should also be imported and configured in conjunction with Risk Assessment. Alternatively, you may choose to edit the Risk Assessment workflow to eliminate this automation or to be compatible with an existing Corrective Action workflow.
2. Workflow-Specific Configuration Steps
2.1. Update the “Automation: Launch CA” Step
- Click to select the “Automation: Launch CA” step
- Update information in “Select Automation to Add” section
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- “System Actions”- select “Workflow Launcher” from drop-down
- "Select Workflow to Launch”- select “Corrective Action” from drop-down
- Click Add Automation
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- Update information in “Workflow Launcher” section
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- Click Add Responsible Parties
- Select “QA/Owner”*
- Click Add Responsible Parties
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- Configure “Launch Options”
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- Click Configure
- Under List Field, choose “Is a Corrective Action Needed?” from the 1st drop-down and “Yes” from the 2nd
- Click Save Changes
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2.3. List Fields Requiring Update
The below lists required an update. List options can be added in the Custom Fields section within the Administration module.
| Field | Change |
|---|---|
|
Type of Risk |
Standard options for types of risk are pre-populated Update this field to identify the types of risks recognized and identified by your organization, if needed |
|
Overall Risk Status |
Standard options for risk statuses are pre-populated Update this field to identify the statuses you use to assess the risk status, if needed. |
|
Severity/Impact of the Risk |
Update this field to identify the scoring values you’d like to use to identify the severity/impact of risk |
|
Frequency/Likelihood of Occurrence |
Update this field to identify the scoring values you’d like to use to identify the frequency/likelihood of risk occurrence |
|
Ability to Mitigate |
Update this field to identify the scoring values you’d like to use to identify your organization’s ability to mitigate the risk |
|
Risk Level |
Update this field to identify the levels you’d like to use to identify the overall risk level |
|
Is a Corrective Action Needed? |
This field will be populated with Yes/No options by default- additional options are not typically needed |
|
Action Status (part of Risk Treatment Activities subform) |
Standard options for the status of risk treatment actions are pre-populated. Update this field to identify the action statuses you’d like to use, if needed. |
3. Default Responsible Parties & Recommendation for Update
The table below outlines the recommendations for changes to the responsible parties:
| Step | Default Responsible Party | Recommendations |
|---|---|---|
| Risk Identification | All Users | By default all users will be able to initiate this workflow- update if you’d like to specify particular users who can report customer feedback. |
| QA/Owner Risk Analysis | QA/Owner | By default this step will be assigned to the person identified in this custom personnel field in the previous step. If you’d prefer to identify a consistent group or person(s) to complete the risk analysis you will need to update this Responsible Party. |
| Evaluation | QA/Owner | By default this step will be assigned to the person identified in this custom personnel field in a previous step. If you’d prefer to identify a consistent group or person(s) to next evaluate the risk you will need to update this Responsible Party. |
Note: “Workflow Initiator” is a placeholder and default Responsible Party. We strongly advise updating these steps to identify the specific individuals or groups responsible for these steps in your process.