Updating a Risk is integral to risk management as it ensures that all identified Risks are actively documented and managed. Here's a guide with steps on how to update a Risk.
You require a Staff User (Risk RW Org or Risk RW Site) permission to access, view and Add a Risk to the Risk Register Module.
Method 1 - From the Risk Detail Screen (Viewing the Risk)
1.Log in to the ComplyFlow App using your credentials.
2. At the top left select the 
module picker > Risk Register to access the risk management features.
3. View current Risks by Site or select Consolidated View (top-right) for an aggregated Risk overview.
It’s a good idea to:
Check the 'Last Updated' column to identify Risks that may need a review or recent events that might influence the Risk status
Sort by the highest Residual Risk (i.e. to see which Risks may need additional controls)
4. To make changes, select Manage > View Risk for the item.
5. Next, select Edit Risk to begin editing the Risk details.
If you want to add or update the Controls for the Risk, or assign Actions then you can select the Manage option at each Site (details below).
6. From the Slide-over panel, you can update the Risk details including the Risk Area, Category, Potential Risks, and any additional Sites. You can also update the Risk Owner for each Site (as required).
7. To adjust the Initial Risk level (i.e. if there have been changes in the Likelihood or Consequence of the Risk occurring), simply update the selection on the Risk Matrix:
8. When you are done, select Save Changes to save all the updates.
The Initial Risk cannot be lower than the Residual Risk selected at existing Sites.
Method 2 - By Editing the Details (from the list view)
9. From the Risk Register List View, select Manage > View Risk for the item.
10. Follow the same steps as Method 1, above (Steps 5-7).
Update Actions
11. From the Risk Register List View, select Manage > View Risk for the item.
12. Select the Manage > Actions button to view the current actions associated with the Risk and Site.
13. The Actions slide-over panel will appear, allowing you to select Manage > Edit.
14. Modify the Action details, reassign if necessary, update the due date, and then select:
Save to confirm your changes
Delete Action if the Action is no longer required
Completing an Action does not automatically update Controls for the Risk – if they are changes to any of the Controls they need to be updated manually (below).
Update Controls & The Residual Risk
15. Select Manage > View Risk from the Risk Register List View for the specific Risk item you want to update.
16. Select Manage > Controls for the desired Site to view and manage controls.
17. Select the desired Control(s) by checking the adjacent boxes in the Controls panel, then select Update Controls to edit details.
If you want to add a new Control instead, select the Add Control option (the steps for created and edit Controls are much the same).
18. Control details can be modified through the Update Controls screen.
To add a new control, select the Add Control + button; to remove one, use the Delete Control option
The following fields must be filled out for each Control:
Control: Provide details about the measures or actions to manage or mitigate the Risk
Hierarchy of Control: Specify which level of control is being implemented to manage the risk, e.g. elimination, substitution, engineering controls, administrative controls, and personal protective equipment (PPE)
Effective from date: This is the date when the control measure becomes operational or is implemented
Add Files: Enables users to upload up to 20 supporting documents or images per control, with a maximum total file size of 100MB
Remove: You may also remove one or more uploaded files in this section
Mandatory Control (toggle): This indicates whether the control measure is mandatory or required by regulations, standards, or organisational policies.
You can add as many controls as needed by selecting the Add Control + button
19. To update the Residual Risk and Risk Status (i.e. after adding or updating Controls), choose the appropriate cell in the matrix:
20. After making the necessary changes to the Controls, select Save Changes (top right) to ensure your updates are recorded in the Risk Register.
Transfer Risk Ownership
If you wish to update the Risk Owner, follow the steps below:
21. From the Risk Register List View, select Manage > View Risk corresponding to the Risk item you need to update.
22. Select the Manage dropdown next to the Risk item for which you want to transfer ownership.
23. Select Transfer Owner from the dropdown options to initiate the ownership transfer process.
24. Next, select a new owner from the New Risk Owner dropdown menu.
Note: Check the option Transfer any pending actions for this Risk if you wish to transfer associated Actions to the new Owner as well.
25. To complete the transfer, select Transfer Owner. If you want to cancel the transfer, select Cancel.