Filtering risks

Filter risks according to specified criteria to display a subset of risks in the company.

How it works

You can apply one or more filters to display a subset of risks.

Filtered results display when you navigate between pages in the Strategy app and are only removed when you clear the filters or end your Strategy session.

Filters are global within Strategy, and apply to the Risk Profile, Assessment tab, Strategy Heatmap, Risk Heatmap, and Excel and PDF exports.

Permissions

All Strategy users can filter risks.

Filter risks

Note

  • Interface terms are customizable, and fields and tabs are configurable. In your instance of Diligent One, some terms, fields, and tabs may be different.
  • If a required field is left blank, you will see a warning message: This field is required. Some custom fields may have default values.
  1. Open the Strategy app.
  2. Click Filters.
  3. Complete any of the following tasks to filter the risks displayed and click # Filters Applied to hide the filter options when you are finished:
    TaskSteps
    Filter risks by Inherent Risk Heat range
    • Click and drag the Inherent Risk Heat slider from the left to filter out values below the specified threshold.
    • Click and drag the Inherent Risk Heat slider from the right to filter out values above the specified threshold.
    Filter risks by keyword or tag

    Enter a keyword or tag name in the Keywords/Tags field.

    You can filter risks using multiple search terms or tags.

    Filter risks by stateSelect one or more states from the State dropdown list.
    Filter risks by Operating Segments or Strategic Objectives

    Select the appropriate options from the dropdown lists.

    View the state of risks at a particular point in time

    Under Time Machine, click Choose a Date and select a date from the calendar.

    Time Machine shows data in read-only format. You cannot edit the historical data.

    Remove all applied filtersClick Clear All.