ASSET CONFIGURATION ~ Risk Manager

This guide provides step by step directions to setting up a Risk Manager.

From the Admin Console navigate to the Assets and click Risk Manager to open the Risk Strategy Configuration Page.

 

1. Click . A progress indicator appears and then opens a Strategy Detail Box seen below.

 

2. Type your strategy name and formula.

 

3. Click Insert.

You will see the new risk strategy as seen below. From here you can edit by clicking the pencil or delete by clicking the red x found on the right.

 

To add questions, click  next to the name of the strategy you wish to add questions to.

 4. Click .

A Question Detail box will appear.

 

5. Type the order in which you want your question to appear and then your question to start with the first letter or number in the Strategy Formula (Example: U for Utility Management).

6. Click Insert.  You will see the Question in a list.

7. Repeat 5-7 until you have all your Strategy formula letters and/or numbers used. See example below.

(U for Utility Function, R for Risk Application, & M for Maintenance Requirements & I for Incident History)

8. Begin at step 5 to add another question. Once you have all your questions inserted go to step 11.

9. Now click beside the Order number to add the response(s) for the question.

 10. Click .  This opens a Response Detail box as seen below.

 

11. Type the Score Value such as 1.00 or 2.00 and a response for the question working on (the Response should begin with the value (example: 1 Utility Communication, 2 Equip Support, etc).

12.  Click Insert.  You will see the Response in a list.

13.  Repeat steps 12-13 until you have all your Responses entered for the question.

See examples below.

 

14. Begin at Step 11 to add a response for the next question.

February 2026