Risk surveys

Surveys collect risk information from employees, partners, or the public. Authorized managers can analyze responses and convert them into draft risks.

Survey lifecycle

  • Draft — editable and not accepting live responses.
  • Active — available to its configured audience during the active period.
  • Closed — no longer accepting responses, but can be reopened.
  • Archived — retained for reference.

Draft surveys can be cloned or deleted.

Create a survey

  1. Open Risk Surveys and select Create.
  2. Enter a name, description, respondent instructions, and contact email.
  3. Choose an active period: a number of days, specific dates, or until manually closed.
  4. Choose the audience:
  5. Anonymous — no sign-in or identity required.
  6. External with identity — name and email are required.
  7. Application users only — sign-in is required and roles can be targeted.
  8. Add questions and arrange them in the intended order.
  9. For each question, set its label, help text, required status, and field type.
  10. Preview the survey.
  11. Activate it when ready and copy the public link when applicable.

Image needed: Survey builder showing audience, active period, question ordering, Preview, and Activate.

Question types include short text, long text, number, yes/no, single choice, multiple choice, date, and rating.

Review responses

Open the survey's Responses area to review individual submissions, organize groups, filter, view question analysis, and export CSV or Excel. Preview and respondent views use the same basic form presentation.

Convert responses into risks

  1. Select one response or a response group.
  2. Choose the conversion action.
  3. Preview the proposed drafts and duplicate warnings.
  4. Review titles and mapped data.
  5. Resolve exact duplicates or decide whether an authorized forced creation is appropriate.
  6. Confirm conversion.
  7. Open the created drafts from the Risk Register and complete normal intake.

RiskVault records the source submission and prevents the same submission from being converted twice.