Default Compliance and Risk Categories in BoardX
You can create subcategories under any of the following default categories:
Strategic
Operational
Financial
Compliance
Reputational
Market/Environmental
Cybersecurity
Legal
Human Resources
Technology
Process
Supply Chain
Macroeconomic
How to Create a Subcategory
Step 1: Go to Settings
Click Settings from the left-hand navigation menu.
Step 2: Open the Risk and Compliance Categories Section
Under the General heading, select Risk and Compliance Categories.
Step 3: Add a Subcategory
Click + Subcategory in the top-right corner of the screen.
Step 4: Enter Details
Subcategory Name: Enter a clear name (e.g., "IT System Downtime").
Parent Category: Select the main category this subcategory belongs under.
Description: (Optional) Add a short description to provide additional context.
Step 5: Save
Click Save to apply your changes.
How to Edit a Subcategory
If you need to make changes to an existing subcategory:
Locate the subcategory in the Risk and Compliance Categories list.
Click the three grey dots (more options) on the right side of the subcategory line.
Select Edit to update the name, parent category, or description.
Make your changes and click Save to apply them.
This allows you to keep your risk classification structure up to date as your organisation’s needs evolve.
What Happens Next
Your new subcategory will now be available when creating or editing Master Risks and Master Controls, allowing you to further customise how risks and controls are organised and reported across your organisation.