Visual version tracking

Visual version tracking makes it easy for you to:

• find the most recent version of your risk, by choosing it from a list 
• maintain version control; you can only work on the most current version of a risk
• read the Risk Status for each version; this helps you determine what action has been taken or needs to be taken to move the risk forward
• maintain the integrity of your risk file; for example, the platform stores all versions (drafts) of a risk proposal in one place (a risk file)

Quick tip! Any time you modify or quote a risk, a new version will be created. While the version number will change, the risk ID will remain constant. The risk ID will store each risk proposal as a Digital Risk File. Every risk file has a Risk History tab that shows you, in list format, every version of a proposal/application form that you have managed for a particular risk. Seeing all versions (drafts) in one place, makes it possible for you to identify the steps taken to complete a sales transaction.