Welcome to the My Schedules Module in Risk Application product!

Welcome to the My Schedules Module in Risk Application product!

My Schedules provides a comprehensive calendar view for managing assessments.

The My Schedules module offers a comprehensive calendar view to help users efficiently manage and track their scheduled assessments.

This guide will walk you through the complete functionality and capabilities of the My Schedules module in detail.

1. Overview of My Schedules

My Schedules – Calendar View Overview

The My Schedules module provides an intuitive and interactive calendar interface to manage and monitor assessment schedules efficiently. It offers the following capabilities:

Key Features:

• Personalized Calendar View:
  Displays all scheduled assessments relevant to the logged-in user in a calendar format.
• Admin Access:
  If the user is an administrator, the calendar displays all assessments created by any user across the system.
• Status Indicators:
  Visual status markers help users quickly identify the state of each assessment:
  • New / Not Started
  • In Progress
  • Incomplete
  • Completed
  • Scheduled for Later
• Deadline Tracking:
  Enables users to monitor assessment deadlines and view upcoming schedules at a glance.
• Quick Assessment Creation:
  Users can add new assessments directly by selecting a specific date on the calendar.
• User-Friendly Interface:
  A clean and intuitive layout that simplifies scheduling and enhances usability.

Interactivity:

• Clickable Assessment Entries:
  Selecting a scheduled assessment opens a detailed view, including:
  • Assessment Name
  • Status
  • Deadlines
  • Direct links to Survey and Analysis pages
• Editable Controls:
  Users can:
  • Reschedule an assessment
  • Pause or delete an existing schedule
  • Update status directly from the calendar
• Real-Time Synchronization:
  All changes are reflected immediately on the calendar to ensure up-to-date tracking

Benefits of the My Schedules Module

1. Streamlined Workflow
   • Consolidates assessments and tasks into a single, unified view for more efficient management.
2. Improved Productivity
   • Supports quick actions such as scheduling, rescheduling, and status updates, minimizing the need to switch between modules.
3. Customization and Flexibility
   • Empowers users to independently plan and manage their assessment schedules based on their preferences and priorities.
4. Enhanced Tracking
   • Provides clear visibility into upcoming deadlines and the progress of assessments through real-time status indicators.
5. Accessing My Schedules with roles

To access the My Schedule Module:

• Go to the Main Menu.
• Select My Action.
• Click on the My Schedules tab.

The following user roles can access and view the My Schedulessection:

• Risk Administrator
• Risk Manager
• Risk Assessor
• Risk User
• Risk Viewer

1. Accessing My Schedules Module

The My Schedules module provides an intuitive and interactive calendar interface to manage and monitor assessment schedules efficiently Navigation Steps:

• Go to the Main Menu.
• Select My Action.
• Click on the My Schedules tab.
• Click the Calendar View icon (located near the top-left of the screen).
• The calendar will display Assessments based on their scheduled dates, color-coded by status for quick reference.

1. Language Options for My Schedules module

To cater to diverse user needs, the My Schedule module supports multiple languages. You can select your preferred language from the dropdown menu located at the top of the screen. This ensures that your reports are accessible and understandable across global teams.

1. My Schedules questionnaires
2. How to Open My Schedules module?

• Login to the application.
• Click on the My Actions menu from the main navigation.
• If your landing page is set to My Actions in your settings, you will be automatically redirected to the My Actions page upon login.
• From the My Actions page, navigate to the My Schedules tab or section.

1. How to create an assessment from My Schedules?

Navigate to My Actions page and open My Schedules and click on any Date you want to schedule the assessment, it will navigates you to the assessment creation page with predefined start date as you selected and end date as one month after the start date.

• Navigate to the My Actions page.
• Open the My Schedules section.
• Click on any desired date in the calendar where you want to schedule the assessment.
• You will be redirected to the Assessment Creation page with:
• Start Date pre-filled as the date you selected.
• End Date automatically set to one month after the selected start date.

1. Whether Assessments created in the past dates in My Schedules?

• Risk Assessments cannot be scheduled for past dates.
• If you click on any past date in the calendar, the system will prevent assessment creation and display a popup alert stating:

"You cannot create an assessment for past dates."

1. How to View the Assessment from My Schedules?

You can easily view all your assessments from the My Schedules.
The calendar displays the assessment names under each date, indicating:

• The creation date of each assessment
• The scheduled duration, helping you track start and end dates at a glance

1. How to View the Assessment from My Schedules if multiple Assessments are scheduled in same date?

• When multiple assessments are scheduled for the same date, the calendar displays a count badge (e.g., “+3”) under that date.
• This count acts as a clickable link. When clicked, it opens a list of all assessments scheduled for that specific date.
• Clicking on an assessment name from the list opens a detailed popup with key information, including:

Assessment Information:

• Assessment Name
• Start Date and End Date
• Status

1. How to Add the Risk Assessment using sheet?

The My Schedules section offers a convenient bulk upload feature, allowing users to create multiple assessments at once using an Excel sheet.

Step-by-Step Guide:

1. Download the Template Sheet:
   • Navigate to the My Actions page.
   • Click on the Download arrow icon located at the top-right corner, next to the Help button.
   • This will download the Assessment Creation Excel Template.

Note: The bulk upload feature supports creation of Regular Assessments only — Audit Assessments are not supported through this method.

1. Fill in the Excel Sheet:
   • Enter all required assessment details as per the template format.
   • Once complete, save the sheet to your system.
2. Upload the Sheet:
   • Go back to the My Actions page.
   • Click on the Upload icon (typically near the download arrow).
   • A popup window will appear with Upload File and Close buttons.
   • Click Upload File, then browse and select your saved sheet.
   • The file name will appear in the popup.
   • Click Upload to proceed.
3. Confirmation:
   • Once uploaded successfully, the system will display a confirmation message.
   • The assessments from the sheet will now appear in your calendar view

1. How to Track the Assessments from My Schedules?

To help users quickly identify the status of assessments, each status is visually represented using a unique color in the calendar:

Schedule Later assessments : Orange color

New/not started assessments : Red color

In progress assessments : Blue color

Completed assessments : Green Color

In complete assessments : Grey color.

These color-coded indicators make it easier to track the lifecycle of each assessment at a glance within the My Schedules calendar.

1. How to filter in My Schedules Page?

The Filter feature on the My Schedules page in the Risk Application is a powerful tool that helps users efficiently manage, sort, and navigate through assessments. By applying specific filters, users can easily locate relevant assessment data without manually scrolling through the calendar.

Available Filter Options:

Users can filter assessments based on the following criteria:

• Region
• Facility
• Facility Type
• Assessment Name
• Status
• Date Range
• Created By (Creator Field)

How to Use the Date Filter:

• Navigate to the My Actions page, then open My Schedules.
• Locate the Filter icon at the top-left corner of the My Schedules section and click on it.
• The first field in the filter panel will be Dates.
• Click on the Dates field to open two calendars:
  • The first calendar represents the From Date.
  • The second calendar represents the To Date.
• Select the start and end dates to define the range.
• Click Run to apply the filter.

The calendar will then display only the assessments that were created within the selected date range

The Creator filter in the My Schedules section allows users to view assessments based on the user(s) who created them. This helps in narrowing down assessments assigned by specific individuals.

How It Works:

• The Creator field is a multi-select dropdown in the filter panel.
• When you click on it, it displays a list of all users who have created assessments in the application.
• You can select one or multiple users from the list.
• After selecting the desired creators, click the Run button.

Result:

• The calendar view will refresh to show only the assessments created by the selected user(s).
• This includes both regular assessments and audit assessments.

You can refine your assessment search by applying multiple filters, including Region, using the “+” icon in the filter panel.

Steps to Use the Region Filter:

1. In the My Schedules section, open the Filter panel.
2. Click the “+” icon below the Creator field.
3. From the dropdown, select Region.
4. A new multi-select dropdown will appear beside it, listing all available regions.
5. Select one or more regions as needed.

Tip: You can select all regions at once to broaden your search.

1. Click the Run button to apply the filter.

Filter Results:

• The calendar will display assessments for facilities mapped to the selected region(s).
• If no assessments exist for the selected regions, the calendar will appear empty, indicating no matching records.

The Facility filter allows users to view assessments linked to specific facilities by applying targeted filtering in the My Schedules section.

Steps to Use the Facility Filter:

1. Go to the My Schedules page and open the Filter panel.
2. Click the “+” icon below the existing filter fields.
3. From the dropdown, select Facility.
4. A multi-select dropdown will appear next to it, listing all active facilities in the system.
5. Select one or more facilities from the list.

Tip: You can select all facilities at once to view assessments across all locations.

1. Click the Run button to apply the filter.

Filter Results:

• The calendar will display only those assessments that are mapped to the selected facilities.
• If none of the selected facilities have assessments, the calendar will be empty, indicating no data found for that selection.

The Facility Type filter allows users to narrow down assessments based on the type of facility they are associated with, enabling more focused assessment tracking.

Steps to Use the Facility Type Filter:

1. In the My Schedules section, open the Filter panel.
2. Click the “+” icon below the existing filter fields.
3. From the dropdown, select Facility Type.
4. A multi-select dropdown will appear next to it, listing all available facility types.
5. Select one or more facility types from the list.

Tip: You can select all facility types at once to view data across categories.

1. Click the Run button to apply the filter.

Filter Results:

• The calendar will display assessments linked to facilities that match the selected facility types.
• If no assessments exist for the selected types, the calendar will be empty, indicating no data found for that selection.

The Assessment Name filter enables users to focus on specific assessments—both regular and audit—across all statuses, including closed ones.

Steps to Use the Assessment Name Filter:

1. In the My Schedules section, open the Filter panel.
2. Click the “+” icon below the existing filter fields.
3. From the dropdown, select Assessment Name.
4. A multi-select dropdown will appear next to it, displaying a list of all assessments, including:
   • Regular assessments
   • Audit assessments
   • Assessments across all statuses, including Closed
5. Select one or more assessment names from the list.

Tip: You can select all assessment names to view the complete data set.

1. Click the Run button to apply the filter.

Filter Results:

• The calendar will update to display only the selected assessments.
• This helps users easily locate and track specific assessments, regardless of their status

The Status filter allows users to view assessments based on their current lifecycle stage. This is particularly useful for tracking progress or identifying pending or completed assessments.

Steps to Use the Status Filter:

1. In the My Schedules section, open the Filter panel.
2. Click on the “+” icon below the existing filter fields.
3. From the dropdown, select Status.
4. A multi-select dropdown will appear beside it, listing all available assessment statuses, including:
   • New / Not Started
   • In Progress
   • Completed
   • Closed
   • Schedule Later
5. Select one or more statuses from the list.

Tip: You can select all statuses at once to view the complete assessment dataset.

1. Click the Run button to apply the filter.

Filter Results:

• The calendar will display assessments that match the selected statuses.
• If no assessments exist under the selected statuses, the calendar will appear empty, indicating no matching records.

Combining Filters for Specific Results

• Users can apply all available filters at once—such as Region, Facility, Facility Type, Assessment Name, Status, Date, and Creator—to retrieve highly specific assessment data.
• The filtering system supports custom combinations, enabling users to fine-tune their search criteria.

1. How to Go to Previous/Next month in the Calendar?

On the My Schedules calendar, you will find arrow icons located at the top-right corner, just below the Help button, as shown below:

• These arrow marks allow you to navigate between months within the calendar view.
• Use the left arrowto view previous months.
• Use the right arrow to view upcoming months.

While viewing any month other than the current month, clicking the Today button will:

• Navigate back to the current month
• Highlight today’s date on the calendar

The Today button is disabled when you are already viewing the current month, as no navigation is required.

1. What is use of Help Button?

You can find the Help button at the top right of the My Actions page, located beside the bulk upload arrows.

• Clicking this button will open an informational popup that provides details about the My Actions feature in the Risk Application.
• The popup includes a detailed user manual video explaining how to navigate and use the module effectively.
• You can pause or close the video at any time by clicking the Close button.

1. How to View the Assessment Information from My Schedules?

• The Assessment Information icon is located at the top-right corner of the screen in the My Schedules module.
• When clicked, it opens a popup window that displays a summary of Assessments counts, grouped by status:
  • In Complete
  • Completed
  • Closed
  • In Progress
  • New

Details:

• Each status count in the popup is expandable.
• Clicking a count will show a detailed list of Assessments corresponding to that specific status.

Role-Based Visibility:

• The Assessment Information icon is visible to all Risk Roles, except the Risk Owner role.
• Risk Owners will not see this icon in their interface.

User Guide: MyTasks for Risk Assessment Application

Welcome to the My Tasks Module under My Actions of our Risk Assessment Application!

The My Tasks module enables users to view tasks that are assigned to others as well as those that are self-created. This personalized view helps users effectively monitor and manage tasks they are responsible for initiating or overseeing.

This guide will walk you through the complete functionality and capabilities of the My Tasks module in detail.

1. Overview of My Tasks

The My Tasks module enables users to view both tasks assigned to others and self-created tasks, depending on their role permissions. The module is primarily displayed in two formats:

• Calendar View – for a date-based visual overview of tasks
• Grid View – for a detailed, sortable table view of tasks

Key Features

• Task status tracking, with real-time updates such as: Open, In Progress, Assigned, Completed, Closed, and Incomplete
• Deadline tracking and the ability to view upcoming tasks
• The option to add new tasks directly from the calendar by selecting a specific date.

In the Calendar view, tasks are color-coded based on their status to allow for quick visual identification at a glance:

• Red – New or Not Started
• Blue – In Progress
• Green – Completed
• Grey – Incomplete.

In the Grid View, tasks are displayed as My Tasks or All Tasks based on the selection made using the Toggle button. This allows users to easily switch between viewing only their assigned tasks and viewing all tasks, depending on their role permissions.Users can easily switch between their own tasks and all tasks for enhanced visibility and control.

This guide will walk you through the complete functionality and capabilities of the My Tasks module, including:

• Navigating the Task Grid and Calendar View
• Using filters, search, and column customization
• Understanding role-based permissions
• Creating, editing, and exporting tasks
• Viewing task summaries through the Task Information panel
• Leveraging task status color coding for quick visual insights

This module is designed to help users:

• Stay organized
• Manage responsibilities effectively
• Ensure the timely execution of both assigned and delegated tasks

1. Accessing My Task Module

To access the My Tasks Module:

• Go to the Main Menu.
• Select My Action.
• Click on the My Tasks tab.

The following user roles can access and view the My Tasks section:

• Risk Administrator
• Risk Manager
• Risk Assessor
• Risk User
• Risk Viewer

1. Accessing My Tasks Calendar View

The Calendar View in the My Tasks module provides a date-based visual overview of tasks. It can be accessed using the Calendar View icon.

Navigation Steps:

• Go to the Main Menu.
• Select My Action.
• Click on the My Tasks tab.
• Click the Calendar View icon (located near the top-left of the screen).
• The calendar will display tasks based on their scheduled dates, color-coded by status for quick reference.

1. Accessing My Tasks Grid View

The Grid View in the My Tasks module offers users a comprehensive, sortable table format to view and manage their tasks effectively.

Navigation Steps:

• Go to the Main Menu.
• Select the My Action menu.
• Click on the My Tasks tab.
• Click the Grid View icon, located near the top-left of the screen.
• The Grid View will appear, showing a detailed, sortable table of tasks.

Grid View Columns Include:

• Task Number
• Task Subject
• Created Date
• Assigned By
• Assigned To
• Status
• Due Date
• Action

Users can:

• Switch between "My Tasks" and "All Tasks"
• Gain enhanced visibility and control depending on their role permissions

1. Language Options for My Tasks module

To cater to diverse user needs, the My Tasks module supports multiple languages. You can select your preferred language from the dropdown menu located at the top of the screen. This ensures that your reports are accessible and understandable across global teams.

1. Editing Tasks from My Tasks module

In the My Tasks module, users can edit tasks directly from the Action column.

Steps to Edit a Task:

1. Navigate to the Main Menu → My Action → My Tasks tab.
2. In the task list, go to the Action column.
3. Click the Edit icon next to the task.
4. The Edit Task screen will be displayed.

Editable Fields:

• Status - options: Open, In Progress, Assigned, Completed, Closed, Incomplete
• Assigned To - Select a user (email ID) to assign the task
• Cost - Input field for task-related cost
• Task Priority - Options: High, Medium, Low
• Created Date - Editable via a date picker
• Due Date - Editable via a date picker
• Facility - Indicates the risk assessment location
• Source - Options: Assessment, Miscellaneous
• Recommendation - Select or change recommendations
• Subject - Brief task title
• Description - Detailed task description
• Upload Attachment - Upload image or document files
• Notify Users - Notifies selected users for updates
• Comments - Select from templates or add custom comments

After clicking Save, confirm that all updated values reflect correctly in the task grid and Notifications will be triggered if Notify Users is used.

1. My Tasks questionnaires?
2. How to open My Task module?

To Open the My Tasks Module:

• Go to the Main Menu.
• Select My Action.
• Click on the My Tasks tab

1. How to open Calendar view in My Tasks Module?

• Go to the Main Menu.
• Select My Action.
• Click on the My Tasks tab
• Click on Calendar View icon (if page opened in grid, Calendar view icon available at top left screen)
• It displayed Calendar View – for a date-based visual overview of tasks

1. How to Open Grid view in My Tasks?

• Go to the Main Menu.
• Select My Action.
• Click on the My Tasks tab
• Click on Calendar View icon (if page opened in grid, Calendar view icon available at top left screen)
• It displayed Calendar View – for a date-based visual overview of tasks

1. How to open tasks inCalendar View from My Tasks module?

• Navigate to the My Actions page and open the My Tasks section.
• Click on any future date on the calendar where you want to schedule the task.
• You will be navigated to the Task Creation page with the following predefined fields:
  • Created Date: Automatically set to the date you selected.
  • Assigned By: Automatically set to the currently logged-in user.
• Create your task as usual by filling in the required details and saving it.
• After task creation, you can return to the My Tasks page by clicking the "Go to My Actions" button on the Task Creation page.
• You cannot create a task for a past date.
• If you click on a past date in the calendar:
  • Task creation is not allowed.
• A popup alert will appear with the message:
  "You cannot create a task for past dates."

1. How to View the Task Information from My Tasks module?

• You can easily view task information from the "My Actions > My Tasks" section.
• The calendar displays the number of tasks under each date, indicating:
  • The task creation date
  • The scheduled duration of each task
• If multiple tasks are scheduled for the same date, the calendar will show a task count indicator, such as:
  • “+4 more”, “+20 more”, etc.
• This indicator includes a clickable link.
• Clicking the task count displays a list of all tasks scheduled for that specific date.
• Clicking on an individual task number in the list opens a popup window showing detailed task information, including:

Task Details:

• Task Number
• Start Date and Due Date
• Status
• Assigned By and Assigned To user information
• With following buttons displayed
  • Remind, Save and Go to Task

1. What are the Permission available different risk roles to create tasks?

The My Tasks tab is available to all user roles in the system.

General Functionality:

• • Users can view tasks relevant to their role from the My Tasks tab.
  • Task creation and editing permissions are determined based on the user's role.

Role-Specific Behaviour:

• Risk Administrator and Risk Manager:
  • Can view both "My Tasks" and "All Tasks" using a toggle switch.
  • Can see all tasks in the grid, regardless of assignment.
  • Can create and edit tasks as per their mapped responsibilities.
• All Other Roles (e.g., Risk Assessor, Risk Owner, Risk User):
  • Do not have access to the "All Tasks" toggle.
  • The My Tasks page shows only tasks:
    • Assigned to the logged-in user
    • Assigned by the logged-in user
    • Associated with facilities where the user is a Site Supervisor
  • Cannot create tasks from the My Tasks tab.
  • Can edit tasks only if they are the manager for the mapped task.
• Risk Viewer:
  • Has view-only access.
  • Can only see tasks listed on the My Tasks page.
  • Cannot create or edit tasks

1. Can we hide/seek tasks screen columns in My Tasks?

Show/Hide Columns in My Tasks Gridto customize the visible columns in the My Tasks grid:

• Navigate to the My Actions page.
• Open the My Tasks tab.
• Go to the right side of the screen where the grid is displayed.
• Click on the "Show/Hide Columns" (or "See/Hide Columns") option.
• A list of available columns will appear.
• Check or uncheck the desired columns from the list.
• The grid will dynamically update to show or hide the selected columns based on your choices.

1. How to Search data in the My Tasks screen?

• Navigate to the My Actions page.
• Open the My Tasks tab.
• Locate the Search field above the task grid.
• Enter relevant data or keywords into the Search field.
• Verify that the grid displays matching results based on the entered text (i.e., performs a "like" search across relevant fields)

1. How to run the filter in the My Tasks module of grid view?

Steps to Verify Filter Options:

• Navigate to the My Actions page.
• Open the My Tasks tab.
• Locate the following columns in the task grid:
  • Task Number
  • Task Subject
  • Create Date
  • Assigned By
  • Assigned To
  • Cost
  • Status Type
  • Due Date
• Click on the filter icon in any of the above columns.
• Verify that the following filter conditions are available:
  • Starts With
  • Ends With
  • Contains
  • Equal
  • Empty
  • Does Not Start With
  • Does Not End With
  • Does Not Contain
  • Not Equal
  • Not Empty
  • Like
• Apply any filter option with the relevant text or value.
• Verify that the grid filters the data correctly and displays matching results based on the selected filter criteria.

1. How to download the My Tasks data?

Steps to Export Task Data to Excel:

• Navigate to the My Actions page.
• Open the Task module.
• Locate and click the "Excel Export" button on the right side of the screen.
• Verify that the data is successfully exported and downloaded as an Excel (.xlsx) file.
• Open the exported file and confirm that it contains the task data as displayed in the grid.

1. What are different Task status colour code in My Tasks for Calendar view?

Task Status Color Coding in My Tasks – Calendar View. In the My Tasks module under Calendar View, each task is visually represented with a color code based on its status. This allows users to quickly identify and track the status lifecycle of tasks.

In the My Tasks module (Calendar View), task statuses are visually distinguished using colour codes to help users quickly identify the current state of each task.

Status Colour Mapping:

• New / Not Started Tasks – Red
• In Progress Tasks – Blue
• Completed Tasks – Green
• Incomplete Tasks – Grey

These colour are applied directly on the calendar dates where tasks are scheduled, making it easier to distinguish between different statuses at a glance.

1. How to run the filter in the My Tasks module in Calendar view?

Steps to Verify Calendar Filter Functionality:

• Navigate to the My Actions page.
• Select the My Tasks tab.
• Switch to the Calendar View.
• Click on the Filter option located at the top-left corner of the screen.
• Verify that the following filter options are available:
  • Date Range
  • Status
  • Assigned To
  • Priority
  • Facility
  • Assessment
• Select values for one or more of the above filter criteria.
• Click on the Run button to apply the filters.
• Confirm that the Calendar view updates and displays only the filtered tasks based on the selected criteria

1. What is displayed in the Tasks Information of Calendar view?

Overview:

• The Task Information icon is located at the top-right corner of the screen in the My Tasks module.
• When clicked, it opens a popup window displaying a summary of task counts categorized by:
  • Closed
  • Open
  • Completed
  • In Progress
  • New

Details:

• Each count in the popup is expandable.
• When expanded, it shows a detailed list of tasks corresponding to the selected status.

Context-Based Display:

• The task data shown in the popup varies based on the selected view:
  • My Tasks: Displays tasks assigned to, assigned by, or relevant to the logged-in user.
  • All Tasks: Displays all tasks across the system (available only for roles with access to this toggle).

Role-Based Visibility:

• The Task Information icon is available for all Risk Roles, except the Risk Owner role.
  • Users with the Risk Owner role will not see the Task Information icon

1. How to remind the tasks displayed in Calendar view from My Tasks screen?

Steps to Send a Reminder Notification:

1. Navigate to the My Actions page.
2. Go to the My Tasks tab.
3. Switch to the Calendar View.
4. Click on a Task displayed on the calendar.
5. A popup window will appear showing the task details.
6. Click on the "Remind" button within the popup.
7. A reminder notification will be sent to the "Assigned To" user for the selected task.

1. How to remind the tasks displayed in grid view from My Tasks screen?

• Navigate to the My Actions page.
• Go to the My Tasks tab.
• Switch to the Grid View.
• Select a task and open it in edit mode.
• The Task Details screen will open.
• Click on the "Remind" button.
• A reminder notification will be sent to the Assigned To user of the selected task.

Welcome to the KRI Response Module in Risk Application product!

KRI Response refers to the action taken when a Key Risk Indicator (KRI) signals an elevated risk by breaching its defined threshold.

This guide will walk you through the complete functionality and capabilities of the KRI Response in detail.

1. Overview of KRI Response

In a Risk Application, a KRI Response refers to the action taken when a Key Risk Indicator (KRI) exceeds or breaches its defined threshold, indicating a potential or emerging risk.

Key Risk Indicator (KRI):

A KRI is a metric used to monitor risk levels in critical areas of an organization. Each KRI is configured with specific thresholds to flag risk severity.

When a Threshold is breached:

• The KRI status changes
• The system may highlight this with visual alerts.
• Users are expected to take a response action.

KRI Response Actions May Include:

• Creating a risk mitigation task
• Assigning the issue to a responsible user or team
• Adding a justification or comment
• Initiating a detailed risk review or assessment
• Escalating the risk to higher management

Purpose of KRI Response:

• Early warning to prevent risk escalation
• Ensure accountability through traceable actions
• Maintain compliance and auditability
• Promote proactive risk management

1. Accessing KRI Response

To access the KRI Response Module:

• Go to the Main Menu.
• Select My Action.
• Click on the KRI Responses tab.

The following user roles can access and view the KRI Responsessection:

• Risk Administrator
• Risk Manager
• Risk Assessor
• Risk User
• Risk Viewer

1. Accessing KRI Responses Module

The KRI Response Grid Screen is a central dashboard where users can view, manage, and respond to Key Risk Indicators (KRIs) that have breached their defined thresholds.

Following steps:

• Go to the Main Menu.
• Select My Action.
• Click on the KRI Responses

1. Accessing KRI Responses Module grid

The KRI Response Grid Screen serves as a centralized dashboard within the Risk Application, allowing users to effectively view, track, and respond to Key Risk Indicators (KRIs) that have breached their defined thresholds. It is designed to streamline the monitoring of risk levels and facilitate timely risk mitigation actions.

The grid displays the following columns:

• Facility Name - The name of the facility associated with the KRI breach.
• Template Name - The name of the KRI template used for the assessment.
• Risk Name - The specific risk associated with the breached KRI.
• Frequency - The frequency at which the KRI is monitored (e.g., Daily, weekly etc)
• Trigger Date - The date when the KRI breach was triggered.
• Date of Creation - The date the KRI entry was created in the system.
• KRI Value - The actual recorded value of the KRI that caused the breach.
• Date of Collection - The date the KRI data was collected.
• Actions - Action icon to view, respond to, or take corrective measures for the breach

1. Language Options for KRI Responses module

To cater to diverse user needs, the KRI Responsemodule supports multiple languages. You can select your preferred language from the dropdown menu located at the top of the screen. This ensures that your reports are accessible and understandable across global teams.

1. KRI Responses questionnaires
2. How to Open KRI Responses module?

• Login to the application.
• Click on the My Actions menu from the main navigation.
• If your landing page is set to My Actions in your settings, you will be automatically redirected to the My Actions page upon login.
• From the My Actions page, navigate to the KRI Responses tab

1. How to edit the KRI Value?

The Actions column in the KRI Response Grid allows users to manage Key Risk Indicator (KRI) breaches directly from the grid interface. One of the essential features provided here is the ability to edit the KRI Value when necessary.

Steps to Edit a KRI Value

• Navigate to the My Actions page.
• Click on the KRI Response tab to open the KRI Response Grid.
• Locate the Actions column for the KRI entry you wish to update.
• Click the Edit icon in the Actions column.
• The KRI Value field will become editable.
• Enter the updated KRI Value.
• Click the Save (✔️) icon to confirm and apply the changes.

1. How to Search data in KRI Response screen?

• Open My Actions from the main menu.
• Go to KRI Response tab
• Navigate to the Search field located at the top of the screen.
• Enter a keyword or data value into the Search field.(Tip: You can enter partial text — the system supports partial matching.)
• The KRI Response Grid will automatically update and display the results that match or partially match the entered input across relevant columns (e.g., Facility Name, Risk Name, KRI Value, etc.).

1. How to Export Excel data of KRI Response screen?
   1. Open My Actions from the main menu.
   2. Navigate to the KRI Response tab.
   3. Click on the Export Excel button located on the left side of the screen.
   4. The data from the KRI Response grid will be downloaded in Excel format to your device.