How to transfer a Risk Treatment
You can transfer a Treatment (and its associated history if it exists) to another Risk to save time, or to restructure your data.
Note: Before transferring a Treatment, check that the ‘Actioned By’ Position(s) has at least ‘View’ Record Security Rights to the target Risk record. Otherwise, you will need to assign another ‘Actioned By’ Position who has these rights.
-
Access the Risk list page.
-
Click on a Risk record in the list to open the The ‘Risk’ page. Click the Treatments tab. Click the
Transfer this Taskicon of the record to be moved. -
The
Transfer Treatmentwindow displays. Select the target Risk from the ‘To’ 1 drop-down list.
-
A preview list of the existing Treatments for that Risk is displayed. This allows you see if a similar Treatment 1already exists for this Risk. Click the Transfer icon 2 to complete the move. (Or, click the Cancel icon 3 to abandon the move.)
-
The transferred Treatment will no longer appear in this Treatment list. The target Risk Treatment List contains the Treatment at the end of the list.
Related Articles
View and Editing a Risk Treatment
From the Main Menu, select Risks | Work with Risk Records. The Risks Page is displayed. In the Risks List, click the Risk that you want to add Treatments for. The Risk Page is displayed for the current Risk. On the Risk Page, click the ‘Treatments’ ...How to copy (Duplicate) a Risk Treatment
Use the Treatment Copy functionality to duplicate an existing Treatment. Access the Risk list page. Click on a Risk record in the list to open the The ‘Risk’ page. Click the Treatments tab. Click the Copy this Treatment icon 1 of the record to be ...How to add a Risk Treatment
Add Treatment tasks to maintain Risk items. Treatments can be scheduled cyclic, or on a Adhoc manual schedule. Access the Risk list page. Click on a Risk record in the list to open the The ‘Risk’ page. Click the Treatments tab. Click the New Task ...What is a Treatment in Risk?
About a New Treatment A Treatment is the given name of the Risk task. A task is made of four main elements: the details of the instruction or action required, the schedule, including the frequency, Reminder Days and Due Date, the Actioned by(s) ...The Risk Management Process
The following flowchart outlines the Drova Risk Management process. Note: The Risk Management features are highly configurable—you can use as much or as little of the Risk Management features set as your organisation needs. As such, this section ...