Search for a risk proposal

You can search for a risk in two ways:

  • the Search function from your menu bar to access all risks
  • Dashboard Tile to access a filtered list associated with that tile 

Use the Filter option to create a focused list of results, for example, select Display Latest Risk and hide Not Completed and NTU Risks (Not Taken Up) to limit your results even further to only the most recent version of any active risk.

While working on a risk, it may be useful to note the Insured Name or Risk ID for future reference. Risk ID is the most common method to reference a risk.