Academy
Go to Customer Portal
Platform Guides
Platform Guides
General
Registers
Risks
Controls
Issues/Incidents
Compliance
Actions
Reporting
Form Customisation
Policy
Indicators
Assessments
Settings
Back to home
Academy
Platform Guides
Platform Guides
General
Registers
Risks
Controls
Issues/Incidents
Compliance
Actions
Reporting
Form Customisation
Policy
Indicators
Assessments
Settings
Platform Guides
Guides to the Usage of the RiskSmart Platform
General
How to navigate the platform and collapse the sidebar
How to utilise the risk and control libraries
How to utilise the AI button
How to clear multiple banner updates
How to connect to Slack via the RiskSmart platform
How to set your notification preferences
How to link and unlink items
See more
Registers
How to customise your register view via the preferences window
How to use the sort feature, the search bar and single and multi filters on a register
How to export data from a register
Risks
How to use the risk dashboard
How to add a risk
How to set a risk appetite
How to add a risk acceptance
How to update the parent risk
How to change the tier of a risk
How to delete a risk
How to add a risk rating
See more
Controls
How to add a control to a risk
How to add a test to a control
How to delete a control
How to create a control group and add controls
Issues/Incidents
How to add an incident/issue
How to delete an issue
Compliance
How to create an obligation
How to add a control to an obligation
How to use the compliance dashboard
Actions
How to create a new action and add an update
How to delete an action
Reporting
How to add, remove and reorder dashboard widgets
How to export a dashboard view
How to use the dashboard filters
How to create, save and share a new dashboard
How to navigate between different dashboards
How to add a tag
How to use the smart widget
See more
Form Customisation
What are custom fields, what types are available and which forms can I customise?
How to add custom fields on forms
How to edit a custom field
How to delete a custom field
How to display custom fields in a register
How to reorder the fields on forms
See more
Policy
How to add a policy, framework or standard
How to use the Policy Register
How to publish a document and Approve a document
How to add a version to a document
How to create an attestation
See more
Indicators
How to add an indicator to a risk
How to add an indicator to a control
Assessments
How to create an assessment
Settings
How to add a tag
How to add a department
How to edit a department
How to edit a tag
How to delete a tag
How to create a new tag group
How to delete a department
How to add a tag to a group
Permission Guide
How to create a user group
See more
