Risk Manager record scheduling

You can create, manage, and automate scheduled record deliveries for Risk Manager objects, such as risks, controls, processes, and objectives. These schedules can run on a recurring basis, with options to update, pause, resume, or delete schedules as needed. Use record scheduling to trigger schedules for specific records, apply filters, and assign scheduling tasks to multiple users. When a schedule is set, it begins immediately if scheduled for the current day, or at 12:00 AM on the specified day. A schedule can be in one of the following stages:

Active: The schedule is currently running.
Paused: The schedule is temporarily paused.
Scheduled: The schedule is set to run in the future.
Stopped: The schedule is completed.
Blocked: The schedule is either incorrectly configured or an error occurred during execution.

Adding a schedule

Here is how you can add a schedule:

From the Launchpad home page (www.highbond.com), select the Risk Manager app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Risk Manager app. The Risk Manager home page opens.
In the left panel, select Settings and then select Schedule.
On the Schedule list page, select Add Schedule.
In the Add schedule pane enter a name for the schedule.
Select the Object Type. The available object types are risk, control, process, and objective.
Select the Record Type. The records associated with the selected object type are displayed. For example, if you have selected the object type as risk, the displayed record types are risk assessment and risk mitigation.
(Optional) In the Filter by section, specify the field and field value using which the records should be filtered. You can select multiple fields and field values.
(Optional) Select the related organizational unit, to set up a schedule for one or multiple organizational units. The selected organizational units are displayed below the Related organizational unit field.
Specify a schedule frequency:
1. Select how often the schedule should repeat. The available options are:
  - Monthly
  - Quarterly
  - Half-yearly
  - Annually
  - You can also customize the repetition frequency starting from 1 month. Use the plus (+) or minus (-) buttons to adjust the number of months.
2. Use the date picker to specify a start date.
3. Specify when the schedule should end. The available options are:
  - Never ends
  - Use the date picker to set an end date
  - Stop after a specified number of occurrences
Use the Assignee field to search and assign the schedule to multiple people. Assignees receive an email notification when a schedule is triggered. Notifications are triggered for each assessment based on the scheduling configuration.
Select Add schedule. You can view the schedule in the schedule list page. After you create and save a schedule, assessments are triggered immediately on the same date.

Viewing a schedule

Here is how you can view a schedule:

From the Launchpad home page (www.highbond.com), select the Risk Manager app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Risk Manager app. The Risk Manager home page opens.
In the left panel, select Settings and then select Schedule.

On the Schedule list page, you can view schedules and details including the schedule name, status, record, frequency of repetition, start date for the schedule, end date, and the selected filters.

Updating a schedule

Here is how you can update a schedule:

From the Launchpad home page (www.highbond.com), select the Risk Manager app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Risk Manager app. The Risk Manager home page opens.
In the left panel, select Settings and then select Schedule.
On the Schedule list page, find the schedule that you want to update, select the More options icon (three vertical dots) and then select Update schedule.
In the Update schedule pane, you can update the following fields:
- Schedule name
- Filter by
- Related organizational unit
- Repeat every, Start date, and Repetition end, to modify the frequency of the schedule.
- Assignee field, to assign the schedule to a different owner or add owners.
Select Update schedule. The details are updated.

Any updates to the schedule after it is saved for the first time, sets the record and object fields to read-only. You can still edit the other fields. However, the changes will take effect in the next run.

Pausing a schedule

Here is how you can pause a schedule in active or scheduled stage:

From the Launchpad home page (www.highbond.com), select the Risk Manager app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Risk Manager app. The Risk Manager home page opens.
In the left panel, select Settings and then select Schedule.
On the Schedule list page, find the schedule that you want to pause and then select Pause.

The schedule pauses and the status changes to Paused.

Resuming a schedule

You can resume all schedules except those in the Stopped status.

Here is how you can resume a schedule:

From the Launchpad home page (www.highbond.com), select the Risk Manager app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Risk Manager app. The Risk Manager home page opens.
In the left panel, select Settings and then select Schedule.
On the Schedule list page, find the schedule that you want to resume and then select Resume.

The schedule resumes and the status changes to Active.

Deleting a schedule

Here is how you can delete a schedule:

From the Launchpad home page (www.highbond.com), select the Risk Manager app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Risk Manager app. The Risk Manager home page opens.
In the left panel, select Settings and then select Schedule.
On the Schedule list page, find the schedule that you want to delete, select the More options icon (three vertical dots) and then select Delete schedule.
In the Delete schedule dialog box, select Delete schedule to confirm the deletion. The schedule is deleted and can't be retrieved.