How to transform a Risk into an Issue

By selecting the appropriate Workflow State

An Issue can be created from a Risk once the last Workflow State is reached.

  1. Log in to the HTML5 client.

  2. Select the Risks tab, available in the Work workspace.

  3. In the Risks Home Page – Single project selection, click on the Risk Name of the Risk card to open the Risk dialog box.

    Risk_card___Open.png

  4. After having reached the "Closed" Workflow State (WorkflowAction), the user will be prompted to select specific actions from a popup display.

  5. Click the Create a Connected Issue button.

  6. Enter the necessary information in the Issue dialog box.

  7. The Connections section is automatically activated in the Risk dialog box displaying information regarding the connected Issue.

  8. Click on the CLOSE button.

By creating a Connection

Warning

To perform this action, the Workflow State Vote must be set to “Closed”.

  1. Log in to the HTML5 client.

  2. Select the Risks tab, available in the Work workspace.

  3. In the Risks Home Page – Single project selection, click on the Risk Name of the Risk card to open the Risk dialog box.

  4. Click on the Connections button to display the Connections section.

  5. In the Connections section, click on the Create & Connect button and select Issue.

  6. The newly created Issue is added in the Connections section.

  7. Click on the CLOSE button.