Risk Level Customization

Risk Levels are selected when adding or editing an Enterprise, Project, or Independent Release.

Location of Risk Level

Risk Level field is found on the Details tab of the Enterprise, Project, or Independent Release pop ups.

To locate Risk Level:

  1. Go to Release > Manager.
  2. Click the Releases toggle button (if present).
  3. Click to open a Release.
  4. The Risk Level drop-down menu is in the Details panel under the first tab (ReleaseProject, or Independent).

 

Add a Risk Level

To add a Risk Level:

  1. Go to Settings > Customization > Releases.
  2. Click Risk Level.
  3. Click Add Field.
  4. Type the new Risk Level into the Value field.
  5. Click to select one or more of the Default checkboxes to make the item the default selection for Enterprise Enterprise, Project Project or Independent Independent Releases.
  6. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

 

Edit a Risk Level

To edit a Risk Level:

  1. Go to Settings > Customization > Releases.
  2. Click Risk Level.
  3. Click to select the Risk Level.
  4. Click Edit Field.
  5. Edit the Risk Level in the Value field.
  6. Click to select one or more of the Default checkboxes to make the item the default selection for Enterprise Enterprise, Project Project or Independent Independent Releases.
  7. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

 

Sort Risk Levels

Sort Manually

Sorting Risk Levels manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Risk Levels manually:

  1. Go to Settings > Customization > Releases.
  2. Click Risk Level.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the Risk Level.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort by Column Header

Sorting Risk Levels by column header only changes their order on the Customization page.

To sort alphabetically on the Customization page by column header:

  1. Go to Settings > Customization > Releases.
  2. Click Risk Level.
  3. Click a column header.
    The Risk Levels will revert to their previous order when you click away from the Customization page.

 

 

*NEW* Delete or Replace a Risk Level

Deleting a Risk Level will not delete it from Release records. But it will no longer be available when adding or editing a Release.

Replacing a Risk Level will replace it in existing Release records.

To delete or replace a Risk Level :

  1. Go to Settings > Customization > Releases.
  2. Click Risk Level.
  3. Click to select the Risk Level.
  4. Click Delete Field
  5. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted Risk Level from Replace with.
      2. Click Delete and Replace.
        Your updates will be automatically saved. There is no need to click Submit.
    2. Delete:
      1. Click Delete.
        Your updates will be automatically saved. There is no need to click Submit.

 

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