Risk Management - Part 3e - Publishing Configurations

Publishing Configurations

Once all the configuration tabs have been completed, the risk assessment configuration can be published.

This is easily accomplished by pressing the ‘Publish’ button.

A brand-new configuration must first be saved by clicking ‘Create’. The ‘Publish’ and ‘Version History’ buttons only appear once the configuration has been created.

Any unsaved changes to the draft are saved automatically before it is published. If that save fails, the configuration is not published.

The system validates the draft as you edit it. If any required information is missing or invalid, the affected fields show a red error message, and the ‘Publish’ button and ‘Save’ are disabled (with the message ‘Save disabled due to errors’) until the errors are corrected. If an error occurs when the draft is saved or published, an error message will briefly display in the bottom left corner of the screen.

When the configuration passes validation, a confirmation dialogue box appears.

Published assessment configurations are available by navigating to ‘Settings > Configuration’.

The Configurations page has a search tool and sorting filters for each column header, to help locate configuration schemes as the collection builds.

The list shows draft configurations which have not been published yet, as well as published ones. Tick ‘Show archived configurations’ to include archived configurations in the list.

Configurations which are no longer needed can be archived. A confirmation dialogue box appears first, as archiving cannot be undone.

Creating and saving configurations requires the ‘Risks: Manage Settings’ permission, and the Configurations page only lists configurations in the organisational units where you hold that permission.

Creating New Draft Versions

Opening a published configuration offers the ability to edit it.

Clicking the ‘Edit’ button immediately creates a new draft version of the configuration.

The draft can be edited using all the tools described in the previous articles and then published when ready. If not needed it can be deleted at any time by clicking ‘Delete Draft’, which will bring up a confirmation dialogue box.

Clicking the ‘Version History’ button will expand a panel on the right where all the versions of the open configuration can be viewed, and clicking any of them will jump to that version.

When opening a configuration from the Configurations page, the current published version will be displayed and if a draft has been created, the button, ‘Edit existing draft’ will be available to open it.

Once the new draft version is published, the previous version becomes superseded and it can be viewed through the version history but it can’t be deleted or used to create assessments.

Next step:

The next article covers Updating Risk Assessment Configuration

Previous step:

The previous article covers Risks Table Configuration