BoardX

Setting Up Risk Management Roles

How to Define Risk Appetite Scoring

Outside Tolerance Risks

To tailor your risk and compliance management process,  BoardX allows you to create custom subcategories under its 13 default categories.

How to Create Subcategories Under the Main Compliance and Risk Categories

How to Complete a Risk Assessment Task in BoardX

What Is a Risk Assessment Method and How to Create RAMs in BoardX

How to Bring in Master Risks from AI Suggestions

Creating and managing risk statements is essential for effective risk management. Follow these detailed steps to create a risk statement.

How to Create a Master Risk in BoardX

How to Complete a Risk Response Task in BoardX

What Is a Risk Group and How to Set One Up

Adding a Risk Indicator to a Master Risk

Importing your risk register into BoardX- quickly bring in risk data and begin using the full suite of risk assessment and reporting tools.

How to Import Your Risk Register into BoardX

Harper Tang

Nevigating through Risk Management Workspace

Risk Workspace

What the Risk side panel is, how to open it, the header and tabs, and a tour of the Overview tab — the assessment graphic, linked controls and documents, response…

Risk Side Panel: Overview Tab

A step-by-step admin guide to editing a Risk's setup from the side panel — Description, Category, Risk Groups, Master Risk, Entity, Risk Assessment Method, Frequency, Appetite, Target, and the cycle…

Risk Side Panel: Editing Risk Details

A step-by-step admin guide to the Risk Activities tab — the 8 numbered steps that take a Risk from Inherent assessment through to Assurance, including how to edit scores, link…

Risk Side Panel: Working Through Risk Activities

A step-by-step admin guide to the Risk side panel's History tab — reading the cycle tiles, expanding to see appetite, dates, and the activity log, and exporting the full Risk…

Risk Side Panel: Risk History & Exporting

A short guide to the Risk Movement modal in BoardX — how to open it, read the heat-map view of Inherent, Residual, and Target, and toggle cycles on and off…

Risk Movement: Seeing How a Risk Has Changed

The Risk side panel is the report-style view that opens from the Risk Dashboard

Risk Side Panel

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