Risk Training Checklist

Topics to cover when providing training or doing self paced learning about Lucidity Risk.

• Review Quick Reference Guide
  

  
  

• Master Risk Register

1. Fundamental purpose of the Master Risk Register

2. Permissions to access Master Risk Register

3. Exporting to excel
4. Classification of Master Risks and why
5. Filtering using Classification

6. Controlled Risk Score options:

   1. Blank score

   2. Extreme score

   3. Suggested / likely score

• Templates

1. Basic purpose
2. Creating from new:
   1. How to initiall add risks
   2. How to add / remove risks going forward
3. Template categories

• Creating a Risk Register

1. Admin information
2. Scoping
3. Selecting Templates:
   1. Filtering by Category
   2. Renaming
   3. Save and New
4. Comments / Review
5. Attachments
6. Reviewing Risks
7. Navigation: Admin versus Risks button from list page
8. Excel Export

• Adding unique Risks

1. How to add
2. Selection of existing Template

• Deleting Risks

1. How to delete
2. No impact on Master or Templates

• Risk Processing Workflow 

1. Submitting a revision

2. Submitting a new risk (note it doesn't go into a template by default)

3. Reviewing and accepting changes
   
   

• Dashboard

1. Dashboad wizard (first time login)

2. Widgets - adding, configuring, moving and deleting

3. Creating additional dashboards

4. Dashboard templates

• Reports

1. Risk summary
2. Risk control effectiveness report