Dashboard and My Work Items

The Dashboard gives you a quick picture of your work and the risks you are allowed to see. My Work Items turns that picture into a practical list you can work through.

Use the Dashboard

Start with Today. It shows a few of your most important items in this order: Overdue, Due soon, Waiting on me, and No due date. Each item also explains why it appears there. This is a quick starting point, not a second task list; select See all in My Work Items when you are ready to work through everything.

My Actions summarizes your personal workload. Its total is divided into:

  • To submit — your draft risks that are not yet in review.
  • To action — risks assigned to you for processing or review.
  • To approve — decisions waiting for you.

Submitted for Review counts your own risks that are waiting for someone else to review them. It's work you're waiting on, not work you have to do; anything you need to act on appears under My Actions.

SLA Exposure covers every risk you can see, not only your own, so it's normal for it to be larger than your personal workload. It keeps Past SLA deadline separate from Approaching deadline. Select either number to open the matching Risk Register results.

The quieter Portfolio strip gives context without mixing portfolio totals into your workload. Total risks means every risk you are authorized to see; in my scope means risks associated with you. These numbers can legitimately differ from My Actions.

Other dashboard areas can include Risk Heatmap, Unscored risks, and Risk Status Overview. Select a heatmap cell, status count, or SLA count to open the Risk Register with the matching filter already applied.

Image needed: Dashboard with My Actions, SLA Exposure, Portfolio, Risk Heatmap, and Risk Status Overview labeled.

Customize the Dashboard

Select the gear icon beside the page title to arrange the Dashboard in a way that works for you. You can reorder widgets, remove ones you do not need, add them again later, and pin reports you can access as dashboard tiles.

When you add a widget, RiskVault immediately shows a live preview using its real content. Select Save Changes to apply the layout without reloading the page, or Cancel to discard the changes you just made. After you have saved a custom layout, Reset to Default returns you to the standard set of widgets.

Work from My Work Items

My Work Items opens on All work, combining drafts, assigned actions, and approvals that are genuinely yours. Items are grouped into four easy-to-scan bands:

  • Overdue — work whose deadline has passed.
  • Due soon — work approaching its configured deadline.
  • Waiting on me — work that needs your decision or input but does not have a useful due date.
  • No due date — work that belongs to you but has no date to rank it by.

Each band shows a count. Every row includes a short explanation such as “Overdue since Aug 20” or “Waiting on your Reviewer since Aug 18,” so you do not have to guess why it was placed there. Scored risks show their rating as a familiar colored badge rather than only displaying a number.

A small blue dot beside a risk ID means something has changed since you last looked. The note under the title briefly describes the change. The dot clears after you open the risk or its quick view.

Select a risk's ID to open a quick view: a summary panel that doesn't take you away from the list or block the rest of the page. Select the risk's title instead to open its full Details page. Quick view follows the same access rules as the Details page and includes a link to the complete record.

Act without opening the risk

When an action is available to you, you can often complete it directly from the row:

  • Approve completes a tolerance or treatment-plan approval.
  • Request info opens a small message box and sends a risk under review back to the person who submitted it.
  • Reassign appears when you are the Reviewer or Action Owner. Choose another person from the picker and the assignment changes immediately. If that person cannot access the risk, RiskVault offers to grant access.
  • Extend due date appears when the displayed date comes from the risk's Next Review Date. SLA and treatment deadlines are managed in their own parts of the application.
  • Reject appears for risks under review and within-tolerance decisions awaiting approval. You must provide a reason. Rejecting a risk under review closes it permanently, though it can later be cloned into a new draft. Rejecting a within-tolerance decision sends it back for treatment planning.

These actions use the same permission checks and audit trail as the full Edit page. If someone else changes the risk before you act, RiskVault explains why your action could not be completed instead of silently applying an outdated decision.

Use keyboard shortcuts

On the All work tab, select Keyboard shortcuts or press ? to see the shortcut reminder.

Key Action
j / k Move to the next or previous row.
Enter Open the focused risk.
a Approve when that action is available.
i Request information when that action is available.
r Reject when that action is available.
Esc Close an open dialog or clear the current row focus.

Shortcuts are ignored while you are typing in a text box, so entering a request or rejection reason will not accidentally trigger another action.

Use a narrower queue

Use the narrower tabs when needed:

  • To submit — drafts you created and can continue editing.
  • To action — risks assigned to you for work or review.
  • To approve — decisions waiting for you; shown only when your access allows approvals.
  • All overdue treatments and Escalation watchlist — wider operational views for authorized users. They cover everything you can see, not only work assigned to you; the Risk Analyst and Risk Owner columns show whose each item is.

The wider views are deliberately left out of the “on your plate” total, so their counts won't match it. The count beside each tab matches that tab's queue.

Complete work from a full record

  1. Open My Work Items.
  2. Choose All work or the relevant tab.
  3. Review the reason and due date on the row.
  4. Select its action link. Editable work opens the Edit page; read-only records may open Details.
  5. Complete and save the required fields.
  6. Run the appropriate workflow action when the record is ready.

Dates are shown in your selected time zone. If they look wrong, update the time zone under My Account.