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Create a Risk Survey

You can create a risk survey to assess risks for change orders that belong to a change category.

To create a risk survey

  1. On the Administration tab, click Service Desk, Change Orders, Risk Survey.

    The Risk Survey Template List appears.

  2. Click Create New.

    The Create New Risk Survey page appears.

  3. Complete the following fields:
    Risk Survey Name

    Specifies the name of the risk survey.

    Include Comments

    Specifies to include comments in the survey.

    Comment Label

    Specifies the caption to display for comments in the survey.

    Active?

    Specifies if the survey is active or inactive.

    Risk Survey Description

    Specifies a description of the risk survey.

  4. Click Save.

    The Risk Survey Detail page appears.

You can add questions and answers to the survey.

More information:

Add Risk Survey Question

Add a Risk Survey Answer

Associate Risk Survey with a Change Category