Guide summary
Procedure link — opens your risk management procedure URL (optional).
2.1 Top Bar
- App name and branding — configured under Settings → General.
- Procedure link — opens your risk management procedure URL (optional).
- Dark mode toggle — switches between light and dark theme instantly; the preference is stored per browser.
- Portfolio filters — filter by business and project across the dashboard and all risk views; selections persist per site URL.
- Create New Risk — or New Assessment on compliance pages.
- User profile pill — shown when SharePoint chrome is hidden (Settings → Appearance).
| Portfolio filters Filters apply globally as you navigate. Clear them from the top bar to return to the full portfolio. On the Dashboard, filters also scope heat maps, charts, summary cards, and the latest-risks table. |
| Section |
Page |
Purpose |
| Main |
Dashboard |
Portfolio summary, heat map, charts, latest risks |
| Risks |
All Risks |
Full register with search, filters, and CSV export |
| Risks |
Assigned To Me |
Risks where you are the owner or assignee |
| Risks |
Open / In Progress / Closed |
Filtered by workflow status bucket |
| Risks |
Overdue / Due Today / Due This Week |
Date-driven risk views |
| Analysis |
Risk Rating |
Inherent and residual risk matrices |
| Analysis |
Report Builder |
Custom reports and CSV export |
| Compliance |
Compliance Dashboard |
Compliance KPIs and charts |
| Compliance |
Compliance Frameworks |
Framework library and assessments |
| Lookups |
Business |
Business unit master data |
| Lookups |
Projects |
Project portfolio linked to businesses |
| Admin |
Settings |
Site owner / app administrator configuration |
| Widget |
What it shows |
Typical action |
| Summary cards |
Counts for Open, In Progress, Closed, and Critical risks, plus average age |
Click a card to jump to a filtered list view |
| Inherent heat map |
Likelihood × Impact distribution of potential ratings |
Click a cell to open the matching risks |
| Severity / status charts |
Breakdown by matrix priority and workflow status |
Hover for counts; use the legend to compare buckets |
| Latest risks table |
Recent items with tabs: Latest, Assigned to me, Overdue, Due this week |
Click a title to open the risk panel |
| Financial exposure |
Aggregated potential cost, when enabled under Settings → Dashboard |
Review high-exposure items; export detail via Report Builder |
Additional App Functionality
Panels, Deep Links, and Workspace State
Most list and dashboard actions open the selected risk or compliance item in a right-side detail panel. Use the panel to review the record, switch to edit mode, inspect activity, and return to the list without losing your filters.
Notification emails can include links that open the app directly to a risk. If the item was deleted or the link points to the wrong site, the app displays a friendly failure message and keeps the user in the workspace.
- Portfolio filters for business and project are shared across dashboard and register views.
- The sidebar can be collapsed on desktop to give more room to data-heavy tables and dashboards.
- Use Escape to close supported detail panels and dialogs.