To streamline your risk management process and maintain continuity during staff changes, you can create Risk Management Roles in the Settings section of your BoardX system. These roles can then be assigned to users and used consistently when defining risk ownership.
Once assigned, the Risk Owner will be responsible for completing the risk assessment.
Why Use Risk Management Roles?
Defining roles instead of assigning risks to individuals helps you:
Avoid reassigning risks every time someone changes roles or leaves the organisation
Ensure accountability is tied to a position, not a person
Make your risk management process more scalable and future-proof
How to Create Risk Management Roles
Step 1: Go to Settings
From the left-hand navigation bar, click Settings
Step 2: Access Risk Management Roles
Under the General section, click Risk and Compliance Roles
Step 3: Create a New Role
Click the + New button (top right)
Enter a role name (e.g. Head of Operations, Data Protection Officer)
From the dropdown, select Risk Management Role as the role type
Click Save
Step 4: Assign Users to the Role
Click into the role you created
Select one or more users from the dropdown list
A user can be assigned to multiple roles if needed
Using Roles When Creating or Editing Risks
When you define a new risk or edit an existing one, you’ll see an option to assign a Risk Owner. Simply select one of your defined roles. The user(s) linked to that role will automatically be responsible for completing the risk assessment.
Let me know if you'd like to include screenshots or expand this article to show how risk owners complete their assessments.