The risk index page

The risk index lists the risk analyses in Risk management, ten per page. From here you search, choose columns, filter, sort, export and share the list, create a new analysis, make quick edits to analysis information in Edit mode, and copy, delete or mark analyses as favourites. Everyone with the Read right on the Risk management row sees the list; some controls need more, as noted below. Your user administrator grants these rights.

This page describes the index as you see it in a wide browser window.

Title and tabs

Element	What it does
Risk management	The page heading.
Index	The list of risk analyses described on this page.
Graphical analysis	Saved charts built from risk analyses. See The graphical analysis page.
Admin	The risk matrices and the dropdown lists used in risk analyses. Shown only to users with the Admin right on the Risk management row. See The risk Admin tab.
Risk Heat Map	The number of risk elements per probability and consequence in a matrix, across selected analyses. Shown only to users with the Admin right on the Risk management row. See The risk heat map.

The controls appear in this order.

Control	What it does	Values and default	Hidden or disabled	What is kept
Search	Type text and press Enter or click the magnifier to show only matching analyses. The x clears the search.	Matches part of a word, regardless of upper and lower case, in Title, Scope, the facilitator’s name and the values of every global field. Empty by default.	Always shown, also in a shared index.	Not saved for your next visit. Included in a share link. Not applied to exports.
Select columns	Chooses which columns the list shows.	Every column except Title, which is always shown. All columns are shown until you change the selection.	Hidden in a shared index.	Saved for you at once and kept on every device. Also decides which columns the exports contain, and which fields appear in edit mode.
Filter	Choose a column to open a filter line for it. See “Filter line” below.	Title, Facilitator, Scope, Date Created, Last updated and each global field. Finalised/Total items cannot be filtered.	Hidden in a shared index.	Filters are saved for you at once.
Export	Opens a menu with two exports of the index: Risk Management index downloads an Excel file of the list; Risk Management incl. details creates a fuller Excel file in the background and e-mails it to you.	Both use your saved filters, sort order and column selection. The search text is not applied.	Hidden in a shared index.	—
Share (tooltip “Get link to share this filtered index”)	Opens a dialog with a link to the index as you see it now, with a button that copies the link.	The link holds your current filters, sort order, selected columns and search text.	Hidden in a shared index.	Nothing is saved.
New risk analysis	Opens the form for a new analysis. See The analysis information form.	—	Needs the Create right. Hidden in a shared index.	—
Edit mode	Turns the list into editable rows. The button then reads View mode; click it to return to the normal list.	Starts in view mode.	Needs the Edit right. Hidden in a shared index.	—

In edit mode, a notice above the list reminds you: “Please ensure all columns you wish to edit have been selected in the the column selector.”

For step-by-step use of search, filters, export and sharing, see Filter, search, export and share the risk index.

Columns

In view mode the columns appear in this order. Click any cell in a row to open that analysis; Ctrl+click opens it in a new browser tab.

Column	Content	Sortable
Title	The analysis title. Always shown.	Yes
Facilitator	The facilitator’s full name.	Yes, by name
Scope	The scope text.	Yes
Global fields	One column per global field set up for Risk management, such as Company, Country, Department, Location and Project. Shows the selected values, separated by commas. The fields, their names and their order are your company’s own setup.	Yes
Date Created	The date the analysis was created, in your language’s date format.	Yes
Last updated	The date the analysis was last changed. For a risk analysis, Last updated changes when the analysis information is saved with a change, from the information form or from Edit mode on the index, and on any saved change to one of its risk elements, including a risk element copied into it from another analysis; see “When Updated at changes” in The risk-element table. The star, your column, filter and sort choices, and sharing the index do not change it.	Yes
Finalised/Total items	For an analysis, the number of its risk elements with the status Actions completed or No action, then a slash, then the number of all its risk elements, for example 3 / 8. Empty when the analysis has no risk elements.	No
(no heading)	The row actions: star, copy icon and trash icon. See “Row actions” below.	—

Sorting

Click a sortable column heading to sort by it:

The first click sorts ascending.
A second click on the same heading sorts descending.
A third click removes that sort, and the list returns to the default order.

The default order is Title, ascending. A highlighted icon shows the column the list is sorted by. When sorting ascending, analyses with an empty value come first; descending, they come last. Analyses with equal values are ordered by creation date. Your sort order is saved for you and restored on your next visit. Headings can also be clicked in edit mode.

Filter line

When you choose a column in Filter, a line with that column’s control appears. Each change applies at once and is saved for you; there is no Apply button. The list returns to page 1.

Column type	Control	When it applies	Which analyses remain
Title, Scope	Text box	When you press Enter or move the mouse out of the box	Those whose value contains the text, regardless of upper and lower case
Facilitator	List of facilitators	When you choose a name	Those with that facilitator
Date Created, Last updated	A start date and an end date	When you change a date	Those whose date falls on or between the two days. Either date may be left empty.
Global field	Multi-select, Select Value	When you change the selection	Those with at least one of the chosen values. Clearing all values removes the filter.

Choose further columns in Filter to add more filters. An analysis must match every active filter, and the search text, to appear in the list.

Applied Filters

Below the filter line, Applied Filters shows one tag per active filter, with the column name and value; a date filter shows its range as start - end.

The x on a tag removes that filter.
The x next to Applied Filters removes all filters. Your sort order and column selection are kept.

Filters, sort order and column selection are stored with your user, so they are applied again every time you open the index, and to both exports.

Pagination

The list shows ten analyses per page. When there are more than ten, page controls (« ‹ 1 2 › ») appear below the list. The page you are on is not saved.

Row actions

The last column of each row in view mode holds these controls, in this order.

Control	What it does	Who sees it
Star	Adds the analysis to your favourites, or removes it. The star is filled when the analysis is a favourite.	Everyone
Copy icon	Opens a dialog to copy the analysis under a new name. See Copy or delete a risk analysis.	Everyone who can open the index; shown on every row in view mode
Red trash icon	Deletes the analysis and all its risk elements, after a confirmation.	Users with the Admin level on the Super area row, the analysis’s facilitator and the user who created it. Deleting an analysis needs the Create right; without it the analysis is not deleted.

Edit mode

Edit mode needs the Edit right. Each analysis becomes a row of fields, and a chevron on the row opens more fields. Every field saves that analysis as soon as you leave the field or change the selection. There is no Save, Cancel, Add or Delete button in edit mode; create analyses with New risk analysis, and copy or delete them in view mode.

Only the columns selected in Select columns appear as fields. Finalised/Total items is never editable.

Field	Control	Notes
Title	Text box, marked with a red asterisk	Required. If you empty it, the row is marked in error and the change is not saved.
Facilitator	List of users, with a blank option	Choose one facilitator.
Scope	Text box	Not required.
Global fields of the organisation types company, country, department, location and project	Multi-select of the field’s values	Shown in the row.
Date Created, Last updated	Date fields	Read-only.
Other global fields (all global fields not of those types)	Multi-select of the field’s values	Shown when you open the row with the chevron, sorted by name.
Participants	Single-line text box	Shown when you open the row. Separate participants with commas. Disabled on an analysis with the Closed marking.
Date	Date picker	Shown when you open the row. The analysis date.
Closed	Checkbox	Shown only on an analysis that still carries a closed marking from an earlier version of the module; analyses can no longer be closed. The marking concerns the risk owner and action responsible used by that earlier version. Only users with the Admin right on the Risk management row can untick it, and it cannot be ticked again afterwards.

For editing the full analysis information, including the matrix and report, see Edit risk analysis information.

Shared index

A link made with Share opens the index with the filters, sort order, columns and search text saved in the link. Whoever opens it needs the Read right on the Risk management row.

In a shared index:

Select columns, Filter, Export, Share, New risk analysis and Edit mode are hidden. Search stays available.
The controls for removing filters under Applied Filters are hidden.
An information icon explains: “This is a shared Index. Any changes won’t be saved. If you want the configuration to be saved, go back to Personal Filter or get a new shared link”.
Changing the sort order only changes what you see; it does not change your own saved order.
A button next to the information icon takes you back to your own index, with your own saved filters, sort order and columns.