Welcome to Risk Cloud! This guide is designed to help you understand the basics of the platform, from navigating your Home Screen to completing your assigned work.
The Home Screen: Your Starting Point
The Home Screen is the home base for you to complete work on the Risk Cloud platform. The Home Screen is where you will find work assigned to you and reports that provide visibility into your processes.
Navigating to Home
If in a different Module, you can return to the Home Screen by clicking Home in the top menu. If you have access to multiple Applications in the Risk Cloud environment, you can navigate to each Application's Home Screen with the "Select an Application" drop-down.
Note: Each of your Applications can and most likely will have different reports on their Home Screens, Ensure you choose the right Application to find your work.
My Work
The Home Screen of every Application has a "My Work" section by default. You will be able to see all the Records that are assigned to you in this section. "My Work" provides information on the Workflow (type of work), Current Step (status of work), and Due Date (date by which work must be completed) of the Record. You can click on the Name to open and perform work on the Record. Please note, records in a completed or end step will not show within this view.
If you have multiple Applications in your Risk Cloud environment, users can click View Across All Applications located at the top right of "My Work" to see a list of Records that have been assigned to them across all Applications in Risk Cloud.
Finding Your Assigned Tasks: The Work Queue
If enabled in your environment, The Work Queue is your entry point into the Risk Cloud platform. It allows you to filter and find the specific tasks you need to access. You have the option to apply five useful filters, as described below.
List of Available Filters
- My Work: This shows any work that is currently assigned to yourself.
- Available Work: This shows any work that is not currently assigned to anyone (including yourself), and you have access rights to begin working.
- Completed Work: Work that has already been completed either by you or others.
- My Previous Work: Work that you have previously worked on.
- Created By Me: Work that you have created.
You can see currently active filters displayed as buttons. To remove an active filter, click the red "x" on the filter's button.
To add a filter, click the filter box to view the list of available filters. Clicking on an option in the dropdown will add it to your Work Queue view.
Notes:
- If you have no filters selected, then all items for the workflows that exist in Risk Cloud will be shown to you (based on your permissions).
- You cannot search or create custom filters in your Work Queue. To search for specific fields or create custom filters, you will have to create a table report. Refer to the Creating a Table Report or Viewing a Table Report articles to learn more.
How to Complete Work in Risk Cloud
The Record screen is where each Record for a given Workflow will be worked to completion.
Record Header Information
- Record Name: Once in a Record, the Record Name can be found in the top-left corner of the Header Bar. By default, it takes the format of a Workflow object name + - + system_generated_number.
- Audit History: Click the history icon at the top-right of the Record Header Bar to expand the Audit History box. This will display the history of the different users who have accessed the Record and in what capacity.
Completing Work
1. Check Out
To complete a Record, it must first be checked out to you. Only one person can have a given Record checked out at one time. If you have access to the Record and it is not yet checked out, you will see a pop-up screen asking you to check it out. Click the Check-Out button to begin working.
Note: All your work will save automatically. As long as you entered your info while connected to the internet, you can close out of your assessment. When you re-access it, it will have saved all of the data you previously entered.
2. Submit Work
Once you have completed working on a Record, you must submit your work to the next step in the process. To do so, scroll down to the bottom of the screen and click the blue Submit button.
Upon clicking Submit, a "Submission Options" modal will appear. Depending on the Step Configuration, you may have several options, such as:
- Reviewing the next Step the Record will be sent to.
- Selecting a specific Risk Cloud User to assign the work to.
- Specifying an External e-mail address to send the Record to (if enabled).
- Assigning the Record to yourself and immediately opening it in the next Step.
- Submitting the Record without assigning it to any specific user.
Once you have selected your desired options, click the Submit button to complete your work on this Step.
Using Comments
You can add comments to a Record even if you do not have it checked out. Your name and a timestamp will be attached to every comment you add.
- To post a new comment, click the speech bubbles icon on the right side of the page and click the + New Comment button.
- Type your comment into the comment box.
- When finished, click the Save button.
You can edit or delete your own comments by clicking the ellipsis in the upper right corner of the comment. Risk Cloud will automatically notify subscribed users if a comment has been added to a Record. Users can manually subscribe by clicking the Bell Icon or can be automatically subscribed if the Record is assigned to them or they've previously commented on it.
Navigating Risk Cloud Effectively
Use these tools to quickly find your most used Records, Table Reports, and Dashboards.
Recently Viewed Records and Reports
To quickly find the Records and reports you have most recently accessed, you can use the "Recently Viewed" drop-down. The dropdown (Clock icon), located next to notifications in the upper right corner, will show your 5 most recently visited Records, Table Reports, Visual Reports, and Dashboards across all your Applications.
Favorite Records and Reports
You can also "Favorite" the Records and reports you use most. When viewing a Record or report, click the Favorite button with the Heart icon to add the object to your favorites list. Your Favorites page can be easily accessed from the Heart icon located in the top toolbar of the Risk Cloud.
Related Help Center Articles
Home Screen Frequently Asked Questions