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Register opportunity

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Gear icon with a blue background, which leads to the initial stage of defining the context.

 

Bomb icon with a blue background, which leads to the stage of identifying risks and opportunities.

 

Chart icon with a white background, which leads to the stage of defining controls.

 

Checklist icon with a white background, which leads to the stage of creating the risk plan.

 

Magnifying glass icon with a white background, which leads to the stage of analyzing risks and opportunities.

 

Line chart icon with a white background, which leads to the stage of analyzing controls.

 

Target with arrow icon with a white background, which leads to the stage of treating risks.

 

Crossed-out bomb icon with a white background, which leads to the final stage of monitoring risks.

 

 

Prerequisites

  • Access the menu Registration > Opportunity (RI511) .
  • Opportunity type previously configured.

 

Presentation

In the context of risk management, an opportunity refers to a positive event, that is, a positive risk that can bring benefits and favorably impact an organization or project. In SoftExpert Risk, these opportunities will be associated later, in the opportunity analysis stage.

This article will demonstrate the step-by-step process of how to register an opportunity.

 

Register opportunity

1. Access the Registration > Opportunity (RI511) menu .

2. Click the button Add record icon..

3. Select the type of opportunity to be used in the registration.

4. Provide an identifier and a name for the opportunity.

5. In the General tab , if desired, you can change the type of opportunity

6. Choose an icon to represent the opportunity being registered.

7. Click Save icon. to enable the Details tab .

8. In the Details tab , you can:

  • Include : the consequence that the opportunity may generate, the treatment that should be applied to the opportunity, the source of risk, the control that can be applied to the opportunity, the root cause analysis, and an annex related to the opportunity.
  • Associate : the documents related to the opportunity.
  • View: the associated records, the analyses to which the opportunity was linked, and the opportunity registration history.

9. After finishing, click on Save and exit icon..

10. The registered opportunity will be displayed in the menu's list of records. If desired, you can click on:

Edit icon. This button allows you to view and edit the opportunity data.
Change status icon. This button allows you to activate or deactivate the opportunity.
Delete icon. This button allows you to delete the opportunity.
User following the steps described above to register an opportunity.

Risk-related documents must be registered in SoftExpert Document.

It is also possible to register the opportunity by importing a file. Access the article Exporting a file in the correct format for import to learn more.

 

 

Conclusion

With the opportunity properly registered, the next step is to register the risk source .


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