Review risk and control plan
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Prerequisites
- Access to the Plan menu (RI430) .
- A risk and control plan has been previously created and approved.
Presentation
When creating risk or control plans, it is possible to generate revisions whenever there is a need for updating or improvement.
Revisions allow you to record changes to the content, adjust information, and maintain a history of the modifications made, ensuring that the plan's progress is monitored over time.
This article will show you how to review a risk and control plan.
Review risk and control plan
Depending on the configuration defined in the context review process, the procedure may vary. There are three types of review available: Simplified , ISO9000 Model , and Workflow .
Below are the specific characteristics of each type of review:
Simplified
1. Access the Plan menu (RI430) .
2. Search for the plan you wish to review and click on it 
.
3. Click Enable editing , and then click Confirm .
4. Make the necessary changes and, when finished, click Accept revision and then Confirm .
5. Immediately after the review is completed, those responsible for the review will receive the task " Plan Review ".
For more information about my tasks , please visit the SoftExpert Risk Tasks article.
ISO9000 based and Workflow
The ISO9000 model is the SoftExpert Risk review standard.
Plans configured with workflow review can be created from the process, scorecard, project, and asset registration menus. That is, when creating a plan in the process registration menu, for example, the selected process will be used as the scope of the plan that will be created. In this way, when reviewing this process, the risk plan review will be automatically created, but without the need to execute the plan review, as it will follow the process review.
1. Access the Plan menu (RI430) .
2. Search for the plan you wish to review and click on it .
3. Click on Add new review and then on Confirm .
4. Click on the Review option .
5. Make the necessary changes in the General , Participant , Change , Review , Checklist , and Review History tabs , and when finished, click Save and Exit .
6. The revised plan will be displayed in the list of records. To approve it, click on the record to open the Summary panel . With the side panel open, access the Revision tab . Then, locate the In Progress record , click on More , click on the Release version option and then on Confirm . In this way, the plan has been approved and is available for use.
7. Immediately after the approval process is finalized, those responsible for the review will receive the task " Plan Review ".
- For more information about my tasks , please visit the SoftExpert Risk Tasks article .
- In the General section , which contains general information about the plan review, you can specify the reason for creating the review, set scheduled start and end dates for the review, and configure other settings.
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The information in the Participant section depends on the type of itinerary selected in the context. If it is an itinerary:
- Fixed only : participants cannot be edited.
- Fixed : participants can only be selected through a review process.
- Variable : participants can be selected via a script or through the buttons on the side.
- The Change section allows you to report changes made to the plan. Changes can be entered either by the user registering the revision or by the developers, through the development stage in the Revision Execution task .
- Use the Feedback section to record feedback regarding the ongoing review. Feedback can only be entered while the review process is underway.
- The Checklist section will only be displayed if there is a checklist associated with the participant responsible for executing the review step that is currently in progress.
- In the Revision History section , you will find the complete history of the plan's revisions and their stages.
- For more information about the Change , Review , Checklist , and Revision History sections , click here .
It is also possible to review the plan model , control , opportunity , and risk . To do this, access the menus Plan Model (RI304) , Control (RI410) , Opportunity (RI420) , Risk (RI435) respectively , and follow the procedure described above.
For more details about the review process , please see the article How the review process works .
Conclusion
Revising the plan allows for updating and improving information related to risks and controls, ensuring that the plan remains aligned with current process conditions and organizational needs.