Areas allow users to record which areas of the business are affected by a risk or are related to a risk.
Areas drive the filtering functionality and can be used to identify areas of the business such as departments (Family, Conveyancing etc).
Area values are used in the Risk Area field in the Risk Categorisation section across all ERM Modules.
To create and manage Areas, begin by navigating to the Account Settings.
From the menu on the left-hand side of the page, click Module Setup. Then click Risk Management, and then General Setup from the sub-menu.
Click + Add under the Area Setup section to add your Areas.
Type in the Area Name and click Save.
Once the area has been created it can be managed from the Area Setup list. Here, you will find options to edit the name, disable the option which will make it unavailable to select when using the modules, or delete the area.
Should you have any questions or need any support please contact the team at firstname.lastname@example.org or telephone 01206 322 575.