Folio allows you to configure the settings for Risk Reviews by Risk Template. To change the settings of the risk reviews for a particular template -
- In the Admin section, click Folio Templates, select the relevant risk template and click on it.
- Select Fields to view the fields in the template and click on the Risk Assessment Field.
- You then have the option on whether to Edit (just the name of the Risk Assessment field and a description of the field) OR to Edit the Settings of the Risk Assessment. Click on Edit Settings.
- Select the Risk Review frequency you would like to set up. You have the option of No Review OR you can select Review required. If you wish this to be a regular review, tick the Repeated box.
- Reviews can be sent out on a regular basis including monthly, six monthly and annually.
- You can allow users to edit the Review Frequency or lock in that frequency as something only the Administration users can edit.
- You can decide when you would like to make the risk review available. For example selecting 5 weeks before will send out a notification 5 weeks before the due date of the review, and you can then tick the Repeat Notifications box if you would like notifications about the review being available to go out on a regular basis. If you only want the review to be available on the due date put a 0 in the numeric field:
- A decision will then need to be made on whether you would like notifications to be sent out after the Review date.
