Create an opportunity analysis
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Prerequisites
- Access to the Opportunity menu (RI420) .
- Previously registered context .
- Opportunity previously registered.
- Business unit previously registered.
Presentation
After creating the risk analysis, if necessary, an opportunity analysis can be created. This analysis can be performed while the plan review is in progress.
In addition to creating an analysis from scratch, it is also possible to create an opportunity analysis from an existing one. In this case, analyses whose review status is current, in progress, or both can be selected. When this option is used, some fields on the data screen are automatically filled with information from the chosen analysis.
This article will show you how to create an opportunity analysis from scratch.
Create an opportunity analysis
See below for more details about the Advanced Options tab shown in the video:
Advanced options settings
Set up an account holder for all controls.
Select this option so that all controls have an responsible person and/or a responsible team.
To do this, in the Responsible field , select the desired user and/or team.
Use identification mask for control analysis.
This option allows the identifiers for the control plan analyses to be generated using an identification mask. Selecting this option will enable the Identification Mask and Allow changing identifier fields .
Only identification masks whose purpose is control analysis will be available for selection.
Opportunity Analysis Assessment Approval Roadmap
Select this option to have the opportunity analyses of the plans go through approval. To do this, in the Responsible Roadmap field , select the desired responsible roadmap.
Approval guidelines for control analysis assessment
Select this option to have the plan control analyses go through approval. To do this, in the Responsible Routing field , select the desired responsible routing.
Revalidation
This field will only be available if the context has been configured with the revalidation option. The revalidation feature allows you to extend the validity of registered objects with an expiration date, ensuring that they remain active in the system even after the initial deadline has passed.
The fields Validity , Revalidation , and Expiry Date will be displayed .
For more details, see the article How revalidation works .
When creating the analysis, you can use Copilot , SoftExpert's artificial intelligence, to assist in preparing the observation. For more details, see the article Using AI in text creation and editing .
Conclusion
With the opportunity analysis properly created, the next step is to evaluate it .