Organize Your Strategy - Add and Manage Risks | Scribe

    Organize Your Strategy - Add and Manage Risks

    • Fernando Montenegro |
    • 0 step |
    • 3 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    Creating a new Risk

    Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**\ Click the **Plus icon** to add a new **Risk**
    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

    Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**\ Click the dropdown menu next to the **Plus icon**\ Select **Add Multiple**
    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

    Organize the list of **Risks** by dragging and dropping them in the desired order

    Duplicating Risks

    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**
    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

    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

    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

    Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Risks**
    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

    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe