SysRisk Auditing Record Maintenance
At SysRisk, we provide a comprehensive reporting record maintenance feature that allows internal and external reporters to efficiently generate and manage risk records. This functionality ensures that reporting processes are secure and seamless, preserving data integrity.
Key Features:
- Support for Internal & External Reporters: Facilitates reports while ensuring data security.
- Advanced Reporting Tools: Allows users to initiate reports, filter risk entries, and generate reports in CSV or PDF formats.
StepbyStep Procedure for Managing Report Records
- Log In and Access the ERM or PRM Module
- Action: Log in to SysRisk and navigate to either the Enterprise Risk Management (ERM) or Project Risk Management (PRM) module.
- Navigate to the Risk Report Page
- Action: From the homepage of the selected module, proceed to the Risk Report page, which contains the report management features.
- Purpose: This page allows users to initiate and manage report records.
- Initiate a New Report
- Action: Complete the “Add Risk Report” form with the necessary details and click “Initiate Report.”
Result: The new report record will appear in the table below the form.
- Access and Edit Report Records
- Action: Click the “Action” button next to the newly created report record to open a subpage titled “View & Edit Report.”
- Purpose: This subpage allows users to view and edit saved report entries.
- Enter Report Parameters
- Action: Below the “View & Edit Report” section, enter report parameters such as date and categories (or project for the PRM module) to filter risk entries.
- Purpose: This feature generates a file containing filtered risk entries in the “Report Risk Item History Log” table.
Result: The generated file will be uploaded to the ” Uploaded Report” table.
- Download Uploaded Reports
Action: Once the file is uploaded to the Uploaded Report table, users can download it in CSV or PDF format for further analysis.
Purpose: This ensures reporters have access to all required documentation for recordkeeping and reporting.
By following these steps, reporters can effectively manage report records within the SysRisk platform, ensuring a secure and streamlined process for reviewing and documenting risk activities.
