Connect Object to Risk Assessment

Explanation

This activity is used to connect an object to a risk assessment. Objects are items in the application that can be relevant to the assessment, e.g., incident cases, work orders, company sites, equipment, and non-conformance reports. It allows for quick access to the relevant data straight from the Risk Assessment window. For example, an incident relevant to the assessment can be linked as an object and quickly accessed via the right-click menu.

Prerequisites

In order to perform this activity:

• Relevant objects have to be configured in the Object Connections window.
• Risk assessment has to be in Planned or InProgress state.

System Effects

As a result of this activity, an object will be connected to the risk assessment.

Window

Risk Assessment

Related Window Descriptions

Risk Assessment, Risk Assessment/Connected To

Procedure

1. Open the Risk Assessment window.
2. Navigate to the Connected To tab and add a new record. A new window will open.
3. In the Object field, select what object type you want to connect.
4. In the table, select a relevant object, e.g., Incident Case No.
   Note: If you have any saved searches, you can select them from the Selection field. Note that each Object type has its own selection set. This functionality can be used to limit the amount of displayed objects.
5. Click OK.
6. Save the information.