Adding a review date to a Risk Assessment

Once you have completed your risk assessment using a risk case form, it is advisable to periodically re-evaluate the risk level in the future.

Once a risk assessment has been conducted on a client using a form (see here), it is possible to establish a date for the review of the risk case. We can do this by finding the client in the Vault Hub and clicking on the Risk Cases icon.

Once you are in the Vault Hub and have clicked on the Risk Cases icon, you can easily select the risk case that requires a review date to be set.

To establish the review date, you can easily access the risk case panel and select the desired date from the date picker.