Organize Your Strategy - Add and Manage Risks
Fernando Montenegro
14 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating a new Risk
2
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**\ Click the **Plus icon** to add a new **Risk**
3
Under **Name**, enter the name of the new **Risk**, for example, ‘Inflation’.\ Select the **Scorecard** you want the **Risk** to be in\ Assign an **Owner**\ Once you are done with your changes, click **Save**
Adding Multiple Risks
4
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**\ Click the dropdown menu next to the **Plus icon**\ Select **Add Multiple**
5
Click the **Select Fields** dropdown to add all the fields you wish to Bulk-fill out for the **Risks** you are adding.\ Enter the name of the **Risks** you wish to add separated by a line, for example, ‘Raising prices, Decreased demand’.\ Click **Save**
Re-ordering risks in the manage elements screen
6
Organize the list of **Risks** by dragging and dropping them in the desired order
Duplicating Risks
7
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**\ Click the **three dots icon** next to the edit Pencil icon\ Select **Duplicate Risk**
8
Under **New Risk Name**, enter the name of the new Risk, for example, ‘Budget increase’.\ Use the **Home Scorecard** dropdown to select the Scorecard you want it in\ Mark the checkbox **Copy Status and Risk Data** to copy data from the Risk you are duplicating\ Mark the checkbox **Copy Links box** to have the Risk linked to the same Elements\ Click **Duplicate**
Deleting a Risk
9
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**\ Click the **three dots icon** next to the edit Pencil icon\ Select **Delete Risk**\ Confirm you want to **Delete** by clicking the **red Delete button**
Deleting Multiple
10
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**\ Mark the checkboxes next to the **Risks** you want to **Delete**\ Select **Delete Multiple** from the dropdown menu\ Confirm you want to **Delete** by clicking the **red Delete button**
Editing a Risk
11
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**
12
Click the **edit Pencil icon** next to the **Risk** you want to edit\ On the **Update Fields tab** you can set the Status and include comments\ Navigate to the **Edit Fields tab** to assign Owner, Tags, Scorecard, Reporting Frequency, Collaborators & Start and End Dates.\ Click **Links** to link **Risk** to different Elements\ Once you are done with your changes, click **Save**
Bulk editing
13
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**
14
Mark the checkboxes next to the **Risks** you want to **Edit**\ Select **Edit Multiple** from the dropdown menu\ **Risks to Update** shows the Risks to be updated\ Navigate to the **Update Fields tab** to set the Status\ Navigate to the **Edit Fields tab** to assign an Owner\ Once you are done with your changes, click **Save**
Organize Your Strategy - Add and Manage Risks
Fernando Montenegro
14 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating a new Risk
2
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**\ Click the **Plus icon** to add a new **Risk**
3
Under **Name**, enter the name of the new **Risk**, for example, ‘Inflation’.\ Select the **Scorecard** you want the **Risk** to be in\ Assign an **Owner**\ Once you are done with your changes, click **Save**
Adding Multiple Risks
4
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**\ Click the dropdown menu next to the **Plus icon**\ Select **Add Multiple**
5
Click the **Select Fields** dropdown to add all the fields you wish to Bulk-fill out for the **Risks** you are adding.\ Enter the name of the **Risks** you wish to add separated by a line, for example, ‘Raising prices, Decreased demand’.\ Click **Save**
Re-ordering risks in the manage elements screen
6
Organize the list of **Risks** by dragging and dropping them in the desired order
Duplicating Risks
7
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**\ Click the **three dots icon** next to the edit Pencil icon\ Select **Duplicate Risk**
8
Under **New Risk Name**, enter the name of the new Risk, for example, ‘Budget increase’.\ Use the **Home Scorecard** dropdown to select the Scorecard you want it in\ Mark the checkbox **Copy Status and Risk Data** to copy data from the Risk you are duplicating\ Mark the checkbox **Copy Links box** to have the Risk linked to the same Elements\ Click **Duplicate**
Deleting a Risk
9
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**\ Click the **three dots icon** next to the edit Pencil icon\ Select **Delete Risk**\ Confirm you want to **Delete** by clicking the **red Delete button**
Deleting Multiple
10
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**\ Mark the checkboxes next to the **Risks** you want to **Delete**\ Select **Delete Multiple** from the dropdown menu\ Confirm you want to **Delete** by clicking the **red Delete button**
Editing a Risk
11
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**
12
Click the **edit Pencil icon** next to the **Risk** you want to edit\ On the **Update Fields tab** you can set the Status and include comments\ Navigate to the **Edit Fields tab** to assign Owner, Tags, Scorecard, Reporting Frequency, Collaborators & Start and End Dates.\ Click **Links** to link **Risk** to different Elements\ Once you are done with your changes, click **Save**
Bulk editing
13
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**
14
Mark the checkboxes next to the **Risks** you want to **Edit**\ Select **Edit Multiple** from the dropdown menu\ **Risks to Update** shows the Risks to be updated\ Navigate to the **Update Fields tab** to set the Status\ Navigate to the **Edit Fields tab** to assign an Owner\ Once you are done with your changes, click **Save**
