How to set Risk Case Review Reminders

You can easily schedule reminders for Risk Case Reviews in valid8Me.

Once the Due Diligence and Risk Assessments have been finished, you can schedule Risk Case Reviews with reminders to ensure thorough monitoring and evaluation. You can conveniently set up these review reminders from the Rules Library.

To set up a Risk Case Review reminder, simply go to the Rules Library and click on "Create +", then select "Risk Case Review". From there, you can choose the frequency of the reminders based on the level of risk.

This process can be repeated for various levels of risk. As the risk increases, it may be more appropriate to set shorter review frequencies.