Video Training for Getting Started: How To Setup The Workbook
Audio Extract for Getting Started: How To Setup The Workbook
Transcript and Screenshots for Getting Started: How To Setup The Workbook
How you setup this risk management workbook, depends on your answer to 3 simple questions.
The 1st question refers to the modules you need for the risk management practice in the organization.
What modules do you need?
Before you answer this question, you need to become familiar with the features this risk tool offers.
Please explore the risk application and its training resources available on our website.
You may want to hide all possible modules, and only use the minimum configuration.
You will reach the section where you can hide, at once, all data tabs which can be hidden.
You may want to show all possible modules, and use all of them.
You will reach the section where you can show, at once, all data tabs which can be shown.
You may want to pick and choose the modules to use.
You will reach the section where you can show or hide these modules.
The 2nd question refers to the parameters currently in place in the risk workbook.
Do you want to use the current parameters?
If you do not want to use the current parameters, you need to change them.
If you want to use the current parameters, then simply move on to the last question.
The 3rd and last question refers to the risk workbook you are using as a starting point.
Does this risk workbook contain some data, or, is it empty?
If the current file contains some data, then you may need to delete some or all data content, so that your risk workbook is a clean file for the risk management of the organization.
You will reach the section where you can delete some or all data content in the risk workbook.
Please note that this feature only deletes data, and does not delete any parameters.
If the current file does not contain any data, then simply move on to the next step.
It is recommended to hide all tabs for automation, so that only data tabs remain visible when practicing regular risk management.
You may activate or deactivate each feature, as per your needs, anytime.
When you have completed these steps, you are ready to start filling-up this risk management workbook with relevant data for the organization.
Additional Help & Training
Download the Risk Template in Excel