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Associate Risk Survey with a Change Category

You can associate a risk survey to help assess risk for change orders that belong to a change category.

To associate risk survey with a change category

  1. Navigate to Service Desk, Change Orders, Categories.

    The Change Category List appears.

  2. Click a change category in the Symbol column.

    The Change Category Detail page appears.

  3. Click Edit.

    The Update Change Category page appears.

  4. Click Risk Survey.

    The Risk Survey Template Search appears.

  5. Search for the appropriate survey.

    Select the survey from the Risk Survey Name column.

    The Update Change Category page appears.

  6. Click Accept.

    The change category updates and is associated with the risk survey.