Who is this article for?

Users who want to create a confidential or authorized risk assessment.

System admin permissions are required.

This article explains how to enable, permission, and use the confidential risk assessment feature so that only authorized users have access.

1. Enable confidential risk assessment feature

To activate this feature, you must enable the public configuration through the setup screen.

1. Navigate to Setup and select Module Setup.
2. Click Foundation and then select Public Configuration.
3. Search using the key name Enable confidentiality.

4. Ensure that this configuration is enabled.

2. Update permissions

After enabling the public configuration, the next step is to update the necessary permissions so users can access and use the confidential risk assessment feature.

3. Access the risk assessment module

1. Click the Modules icon.
2. Select the Risk Assessment menu.
3. Click Add New.

4. Complete all the fields and click the Next button.