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*** ## Completing the Form Use the **Schedule Risk Assessment** form to create and schedule a risk assessment.IMAGE
{% hint style="success" %} For guidance on common form features and functions, see [**Working with Forms**](/interfacing-help-files/end-users/exploring-apps/working-with-forms.md). {% endhint %} *** {% stepper %} {% step %} ### Define Scope & Parameters Specify the purpose, focus, and context of the risk assessment.IMAGE
* **Purpose of the Assessment:\*** Enter a brief description defining the primary objective of the risk assessment. * **Lead Risk Assessor:\*** Select the user, role, or group responsible for leading and completing the risk evaluation. * **Assessment Reviewer:** Select the user, role, or group responsible for reviewing the assessment results. * **Start of Assessment Period:\*** Select the start date of the assessment period. * **End of Assessment Period:\*** Select the end date of the assessment period. {% hint style="danger" %} The selected end date cannot be earlier than the start date. {% endhint %} * **Focus of the Assessment:\*** Specify the focus area for the risk assessment, defining what it will investigate and evaluate. {% hint style="warning" %} Additional fields will appear based on your selection.IMAGE
To assign an asset, follow these steps: * **Select Folder** * In the **Select an Asset Folder** field, click the :chevron-down: to open a form displaying a tree structure of documentation folders. * Double-click the desired folder to select it. * **Select Asset** * Once a folder is chosen, its contents populate the grid below. * Check the **Selected** box next to the asset you want to assign. * To apply your changes, click **Save Changes** or click outside the grid. * To discard them, click **Discard Changes**. * **Assign Asset** * Click **Assign Selected** to finalize the assignment. * **Review Assigned & Impacted Documentation** * The assigned asset appears in the **Asset to Be Assessed** grid. * Only one asset can be assigned to a risk assessment at a time. To assign a different asset, first remove the current asset by clicking the **Delete** ( :trash-can: ) icon.Confirm deletion by clicking Save Changes or clicking outside the grid. To cancel, click Discard Changes or Undelete ( :xmark: ).
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* [**Department:**](#user-content-fn-1)[^1] Select the department to be assessed for risks.IMAGE
To assign a process, follow these steps: * **Select Folder** * In the **Select a Process Folder** field, click the :chevron-down: to open a form displaying a tree structure of documentation folders. * Double-click the desired folder to select it. * **Select Process** * Once a folder is chosen, its contents populate the grid below. * Check the **Selected** box next to the process you want to assign. * To apply your changes, click **Save Changes** or click outside the grid. * To discard them, click **Discard Changes**. * **Assign Process** * Click **Assign Selected** to finalize the assignment. * **Review Assigned & Impacted Documentation** * The assigned process appears in the **Process to Be Assessed** grid. * Only one process can be assigned to a risk assessment at a time. To assign a different process, first remove the current process by clicking the **Delete** ( :trash-can: ) icon.Confirm deletion by clicking Save Changes or clicking outside the grid. To cancel, click Discard Changes or Undelete ( :xmark: ).
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* [**Product:**](#user-content-fn-2)[^2] Select the product to be assessed for risks. {% hint style="warning" %} When a product is selected, the following read-only fields are automatically populated with available information. * **Identifier:** The unique identifier assigned to the selected product. * **Device Class:** The device class or category to which the product belongs. * **Status:** The current status of the product. * **Version:** The version number or iteration of the product. {% endhint %}IMAGE
* [**Project:**](#user-content-fn-3)[^3] Select the project to be assessed for risks.IMAGE
To assign a risk, follow these steps: * **Select Folder** * In the **Select a Risk Folder** field, click the :chevron-down: to open a form displaying a tree structure of documentation folders. * Double-click the desired folder to select it. * **Select Risk** * Once a folder is chosen, its contents populate the grid below. * Check the **Selected** box next to the risk you want to assign. * To apply your changes, click **Save Changes** or click outside the grid. * To discard them, click **Discard Changes**. * **Assign Risk** * Click **Assign Selected** to finalize the assignment. * **Review Assigned & Impacted Documentation** * The assigned risk appears in the **Risk to Be Assessed** grid. * Only one risk can be assigned to a risk assessment at a time. To assign a different risk, first remove the current risk by clicking the **Delete** ( :trash-can: ) icon.Confirm deletion by clicking Save Changes or clicking outside the grid. To cancel, click Discard Changes or Undelete ( :xmark: ).
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To assign a capability, follow these steps: * **Select Folder** * In the **Select a Capability Folder** field, click the :chevron-down: to open a form displaying a tree structure of documentation folders. * Double-click the desired folder to select it. * **Select Capability** * Once a folder is chosen, its contents populate the grid below. * Check the **Selected** box next the capability you want to assign. * To apply your changes, click **Save Changes** or click outside the grid. * To discard them, click **Discard Changes**. * **Assign Capability** * Click **Assign Selected** to finalize the assignment. * **Review Assigned & Impacted Documentation** * The assigned capability appears in the **Capability to Be Assessed** grid. * Only one capability can be assigned to a risk assessment at a time. To assign a different capability, first remove the current capability by clicking the **Delete** ( :trash-can: ) icon.Confirm deletion by clicking Save Changes or clicking outside the grid. To cancel, click Discard Changes or Undelete ( :xmark: ).
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* [**Supplier:**](#user-content-fn-4)[^4] Select the supplier to be assessed for risks. {% hint style="warning" %} When a supplier is selected, the following read-only fields are automatically populated with available information. * **Representative Name:** The name of the representative associated with the selected supplier. * **Representative Email:** The email address of the supplier’s representative {% endhint %}IMAGE
* **Other:** Specify the custom risk category to assess.━━━━━━━━━━━━━━━━━━━━━━━━━━━
**Read-Only Fields** (🔒) * **Assessment ID:** A system-generated, unique identifier used for tracking and reference. {% hint style="warning" %} This ID is assigned upon submission:IMAGE
{% endhint %} *** {% endstep %} {% step %} ### Assign Questionnaire (Optional) From the **Analysis Questionnaire** dropdown, select a questionnaire to assign to the risk assessment.IMAGE
Upon selection, a grid will appear, displaying the list of questions contained within the questionnaire. {% hint style="danger" %} If a questionnaire is selected in this section, the **Risk Assessment Questionnaire (Optional)** accordion will be shown to the lead risk assessor in the [**Execute Risk Assessment**](/interfacing-help-files/risk-analysts/risk-application/creating-and-managing-risk-assessments/execute-risk-assessment.md) task. If no questionnaire is selected, the accordion will be hidden. {% endhint %} *** {% endstep %} {% step %} ### Submit Assessment Click **Submit** to enter the assessment into the **Risk Management** workflow, routing it to the designated lead assessor for [execution](/interfacing-help-files/risk-analysts/risk-application/creating-and-managing-risk-assessments/execute-risk-assessment.md). *** {% endstep %} {% endstepper %} *** ## See Also| Cover image | |||
|---|---|---|---|
| Tracking & Monitoring Risk Assessments | View the status and progress of risk assessments throughout their lifecycle. | App-V16-Icons-1.png | Tracking & Monitoring Risk Assessments |
| Managing Risk Assessment Questionnaires | Create, review, and maintain questionnaires used to gather structured information during risk assessments. | App-V16-Icons-1.png | Managing Risk Assessment Questionnaires |
