Risk management process in Inclus

How to manage risk management process in Inclus - Overview:

1. Planning the risk management process and context together with Inclus contact person. 

2. Configuring and setting up Inclus workspace 

3. Collecting the risk data

• Risk identification 
• Risk assessment
• Joint risk assessment with shared results

4. Analyzing the results and assigning risk management actions 

User management and process setup: 

Inclus personnel will give you user rights to Inclus. You will get activation email and instructions how to setup the account.

Read more about the account activation here. 

Admins can add different levels of user rights for the workspace.

(admin/user/reporter/viewer)

You can also activate the Microsoft AD login using your organization email when first activating Inclus accout. 

Editing the workspace in Inclus 

After accessing Inclus it is time to create first Inclus process. With Inclus it is possible to run one risk management process under one Inclus project. 

First step is to create a new project by clicking Add new project. 

Give the project a name, and if available, choose one of the ready made templates. 

Step 1: 

Import your existing risks from Excel to Inclus:

If you have your risks already in Excel, you can import them to Inclus easily clicking the add new items from excel.

Read more about the import functionality here:

Downloading items from Excel : Inclus.com (freshdesk.com)

When you have the existing risk list in Inclus, you can edit the risks and categories in the risk tab. Edit the contents by clicking the wrench icon: 

Click here to learn more on how to edit the risks and categories

How can I edit the risk items for evaluation? : Inclus.com (freshdesk.com)

Step 2: 

Setting up the risk assessment criteria: 

Go to the Criteria tab to create the assessment criteria and edit the criteria values and descriptive names for them. 

Read more about editing the criteria and additional open questions:

How do I edit the answer options in the Criteria tab : Inclus.com (freshdesk.com) 

Step 3:

Setting up the answer groups: 

Bring the background groups for the participants in the group tab. 

Adding participant groups will allow to see the deviation of answers in the assessment and comparison between the different answer groups.

Read more here:

How do I add or edit respondent groups? : Inclus.com (freshdesk.com) 

You can assign certain risks and risk categories only visible to be assessed for targeted answer groups. 

Read more about this in here: 

How do I edit a questionnaire contents based on the answer group : Inclus.com (freshdesk.com)

Step 4: 

Edit and check the session settings(Identification and assessment)

Go to the session tab and click the edit session button to filter content for the identification and assessment forms. You can filter the content by risk, criteria or group. 

Click the link below to watch the video tutorial on how to edit the session contents:

(5.1) Session content filtering : Inclus.com (freshdesk.com)

Step 5:

Invite participants for the risk identification and assessment round: 

You can send and schedule invitation to risk identification and assessment to all stakeholders and organisation through Inclus invitation tab. 

Read more about how to automate the invitations according your yearly clock:
How do I automate sending an invitation message? : Inclus.com (freshdesk.com)

Step 6:

Set up the visualization(s) and reporting page. 

Choose relevant visualization types you want to use when analyzing the results and reporting. (scatter plot, cumulative bar plot, results table  radar chart and Gantt chart).

You can add and edit the visualisation types and save the default view. 

More information about how to setup visualisation page for analysis and reporting:

How do I setup and edit Inclus visualisation page : Inclus.com (freshdesk.com) 

What can I do in the scatter plot? : Inclus.com (freshdesk.com)

How do I change the background colors in the scatter plot? : Inclus.com (freshdesk.com) 

Step 7: 

Analyze and share the results/report 

You can analyze the results with different result views in Inclus. It is possible to share all the results to the participants by email link, or print pdf report. 

Read more about sharing the results: 

How can I share the results with my stakeholders? : Inclus.com (freshdesk.com)

Step 8:

Task management  

You can assign tasks for different persons in the result views and task manager page. 

Managing risks with tasks ensures the continuous risk process and following the risk development when there are defined actions in place. 

Read more here: 

Task adding and management : Inclus.com (freshdesk.com) 

With Gantt chart it is now possible to view all tasks in a visual timeline view. Check the tutorial video here how to navigate and edit the Gantt chart:

Gantt-Chart view : Inclus.com (freshdesk.com)

Step 9: 

Continuous risk process:

Ensure the continuous risk management process automatizing the risk assessments aligned to your organizations yearly clock.