View and edit a risk¶

The Details page is the authoritative read view. The Edit page provides the full workflow-aware form.

Understand the Details page¶

Depending on access and workflow state, Details can show ownership, rating, assessment, controls, assets, treatment, residual risk, monitoring, files, relationships, comments, permissions, and complete activity history.

Image needed: Risk Details page with state, owner, rating, phase cards, comments, history, and action menu labeled.

Make a quick edit¶

For a small correction, hover over a field. A pencil appears only when you can edit both the risk and that field in its current state.

1. Select the pencil.
2. Change the value.
3. Save according to the field type:
4. Text saves with Enter or when you click elsewhere.
5. Long text saves with Ctrl+Enter or Cmd+Enter, or when you click elsewhere.
6. Dropdowns and user pickers save when you choose a value.
7. Press Escape before saving to cancel.

Tags use instant saving: each addition or removal is saved separately.

Scores, tolerance approval fields, control links, and linked assets stay in the full Edit page because they require additional validation or multi-value controls.

Use the full Edit page¶

1. Select Edit from Details or the Risk Register.
2. Open the workflow phase and sub-tab containing the information to change.
3. Edit only the fields that are unlocked.
4. Use the section save control, or Save all changes.
5. Confirm that no validation errors remain before running a workflow action.

Ctrl+S or Cmd+S saves all registered editable sections. Merely changing tabs does not save data.

Completed phases are normally summarized. A previous phase marked (view) has no editable fields for you, though a different previous phase can remain partly editable if workflow rules allow a correction.

Files / Links / Tags¶

This tab remains available across workflow phases because it contains risk-wide metadata:

• file attachments;
• Jira linkage;
• related-risk links;
• custom tags.

On an existing risk, these cards save independently and immediately. During initial creation, staged content is saved with the new risk.

Resolve a save conflict¶

Risk and asset edits use version checks. If someone else saved first, RiskVault rejects your stale update instead of silently overwriting theirs.

1. Copy any lengthy unsaved text somewhere safe.
2. Reload the record.
3. Review the newer values and history.
4. Reapply only the changes that are still appropriate.
5. Save again.

Assign or release a legal hold¶

If you have legal-hold management access, the Details overflow menu includes Assign Legal Hold.

1. Open the risk's Details page.
2. Open the overflow menu and select Assign Legal Hold.
3. Choose an active legal-hold policy.
4. Keep the policy's default duration, override the number of days, or leave it indefinite as permitted.
5. Enter the reason for the hold.
6. Select Delete automatically when this hold ends only when the approved records process requires an unrecoverable purge after all holds expire.
7. Confirm the assignment.
8. Verify the red Legal Hold badge, policy name, and expiry date when present.

While any hold is active, the risk cannot be manually or automatically deleted. This overrides general retention rather than merely adding time to it.

To release a hold early, select the release control on the badge and enter a reason of at least 10 characters. Releasing one hold does not remove another active hold on the same risk.

Administrators define policies and review all active holds under Application configuration.