Form Template Risk Field

How to setup a Risk field on a Form Template

Table of Contents

Before setting up your Risk Field

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

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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.)

The Checkbox field is singular in its category.

Name: The name of the Checkbox.
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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