Risk Introduction

INTRODUCTION

Lucidity Risk allows a set of master risks to be used to create project or site-specific risk registers through a series of templates.  A process improvement workflow allows new and improved risks to be incorporated into the Master and passed to new projects and sites. This is called a 'top down' risk management structure. Each time a new project risk register is required, it is drawn from the current version of each master risk, via the appropriate template. The use of templates allows project managers to efficiently create an 80% complete register with minimal effort. The remaining 20% project specific register can easily be created and added.

Getting Started

The Lucidity Risk Quick Reference Guide provides the essential workflow and entry type information required to get started.

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Example - Managing Plant & Equipment

The Managing Plant & Equipment Risk application note provides an example of how Lucidity Risk can be used to assist in the management of plant and equipment.

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RISK ACCESS ROLES

Users are given different permission levels based upon their access requirements. Permissions for all Lucidity applications are set via Lucidity Access and are generally configured by the system administrator. The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.

Read Only

End-users may be given read only to Lucidity Risk in order to allow them to view project risk registers and run reports. These users will be able to perform the following tasks for the projects they have access to:

• View project risk registers at the high level only (no editing permissions)

• Run reports 

The menu and tab options relevant for base users are:

• Risk Registers menu

• Reports menu

• Actions tab

Manager

Managers, with correct scoping applied, will only be able to view the project risk registers from specified organisational areas. Generally, they will be able to perform the following tasks for the projects they have access to:

• Create, edit and delete project risk registers

• View, add, edit or delete individual risks in the project risk register (does not impact master risks)

• Run reports 

• Create individual dashboards

The menu and tab options relevant for project managers are:

• Risk register menu

• Archived risk register menu

• Reports menu

• Actions tab

• Dashboards tab

Administrator

Administrators will generally have access to all functionality within the system. In addition to the same functionality as managers, administrators can also:

• Create, edit and delete master risks

• Create, edit and delete risk templates

• Access risk dashboards and templates

• Access all menu and tab options

NAVIGATION

The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.

On the default landing page, Lucidity Risk features:

• Tab options: top panel listing areas of access within the module

• Risk tab: reflects the current module. Select to switch between modules

• Menu options: left-hand panel listing areas of access within the current tab

• Help: provides links to help documentation such as user guides and support materials

• Show Filters: allows for defining search parameters

• Configure Columns: allows for configuration of columns displayed on screen and in Excel reports

• Excel Export: an Excel report reflecting the current filters selected

• Headers: click to sort in ascending/ descending order

• Admin: Edit Admin details of project risk registers

• Risks: Manage individual risks for a project risk register

• Actions: Manage unprocessed risks, copy, archive or delete the project risk register

Tabs

As with all Lucidity Software Modules, Lucidity Risk uses a series of tabs for basic navigation which are based on assigned permissions. 

• Risk Registers: View, create, edit and delete all project risk registers for the organisation and access detailed reports

• Actions: View, edit and close actions assigned from within Lucidity Software

• Master Register: Manage all risks for the organisation and build risk templates

• Dashboard: provides at-a-glance views that organises and presents information in a way that is easy to read and showing a graphical presentation of the current status

• Settings: Edit available lists and configure select settings

Filters

Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.

Filters on the Risk Register page comprises of one main section. Any field with the [ SELECT ] option denotes a list will be displayed to select from. Options in these lists are pre-populated according to system configuration. Multiple options in multiple filters for a single search can be selected.

Refer to the My Filters user guide for more details on how to use filters.

My Filters and My Emails

My Filters: Users can create and save their own reports using the My Filters feature. 

Any saved filters can be easily accessed via the current filter drop down selection option above the Filter tabs. This is a short-cut route for applying saved filters.

My Emails: Automatically emailed reports can be specified using the My Emails feature. 

Column Configuration

Columns within each page of Lucidity Risk as well as those displayed in reports can be manipulated by the system administrator. The columns displayed as well as the order in which they are displayed can be adjusted. It is important to remember that changes made to columns affect all users viewing the pages or running reports.

View the Column Configurationuser guide for more details.