Form Template Risk Field

How to setup a Risk field on a Form Template

Risk Fields are advanced fields to add to a Form Template.

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Before setting up your Risk Field

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Setup Risk Fields

When adding a Risk Field to a Form Template, the following information may be important:

 

  • Have you set up the following:
    • Risk Categories
    • Risk Types
    • Activities
    • Control Measures
  • Should the field prefill from another field?
  • Is the field mandatory? 
    (Check the box for Mandatory.)
  • Is this field only needed when a form is in a certain status? 
    (Set the Form Status.)
  • Is this checkbox only for certain teams or zones? (Set the User Zone.)
 
 
 

Basic Setup

The Risk field is singular in its category.

  • Name: The name of the Risk.
  • Label: The system identifier - this is used when setting up Hide/Show rules for fields.
  • Position: The order your field display.
  • Prefill with: Not applicable for this field.
  • Prefill from: Prefill with responses from another field on the template.
  • Onchange: This is an advanced option.
    See Advanced Setup for more detail.
  • Mandatory: Marks the field as mandatory.
  • Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
  • Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
  • Select Risk: The specific risk from the Risk Register.
  • Allow Editing Checkboxes: Enable or disable the ability to edit the initial risk, control measure, residual risk, and Responsible fields on the form.
  • Form Statuses: Determines if the field will display based on the status of the form.
  • User Zones: Determines if the field will display based on selected User Zones.
 
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