3. Create and Manage Risks

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Create and Manage Risks in Kanban Board

Now that you are familiar with Kanban Board Basics we will take a look at how to create new risks in Kanban Board. We will cover the following features:

    • How to create a new Risk
    • What information to provide
    • How to attach a resource
    • Treatment & Treatment Suggestion
    • How to use the Sequencing feature
    • Clone functionality
    • Risks Comments
    • Tagging a user & Quoting a comment
    • How to use the mark-up tool

How to create a new Risk

  • Head over to the Kanban Board of your chosen model/federation
    For guidance, check the basics article
  • Choose ‘Risks‘ from the dropdown under Show
  • Click on the green ‘+‘ button to create a new risk directly from the Kanban board

What information to provide

    1. Give the risk a Title
    2. In the Risk tab, you can write additional text Description. Using the appropriate icons you can save, delete or modify it
    3. Click on Add Image to upload an image relevant to the Risk
    4. From the respective drop-down options, fill in the Risk Likelihood, Risk Consequence, Risk Owner and Category corresponding to the Risk
    5. Provide more context to the risk by choosing the most appropriate for each field:
      • Associated Activity
      • Risk Factor
      • Element Type
      • Construction Scope
      • Location
    6. Click on the Save icon to create the new Risk

      This risk will show in the respective column it is grouped by in Kanban Board

How to Attach a Resource

Open an existing risk and head over to the Attachments tab:
Note: you can attach resources to existing risks, so if you are creating a new one, save it first then open it to attach a resource.

    1. Click on Add resource to upload a document
    2. Filestab: click or drag and drop a file into the dotted box to upload
    3. If you’re clicking, choose the file and hit Open

    4. To remove that file, simply click on the circle ‘‘ button
    5. Don’t forget to hit the green Save button
    6. Linkstab: to add a hyperlink
    7. Write a Resource title
    8. Type or paste the URLYou can remove it by hitting the minus‘ button
    9. Click on Add Link for more resources
    10. Hit Save when done
    11. Click on the minus‘ button to delete a resource
    12. Click on the quotation mark icon to quote the resource as a link
    13. This link automatically appears in the Comments section
    14. Hit the green Send icon to communicate it as a hyperlink with the team

Treatment & Treatment Suggestion 

  1. Head over to the ‘Treatment‘ tab
  2. Option 1: Manually input Treatment Details in each field
    • Click on the pen icon to write a short text description on the:
      • Treatment
      • Treatment Details
      • Residual Risk
    • Click on the save icon to add or on the remove icon to delete
    • Choose from the available options in the drop-down menu the risk:
      • Stage
      • Type
      • Treatment Status
      • Treated Risk Likelihood
      • Treated Risk Consequence
        Note: Treated level of Risk updates accordingly as the fields get filled
  3. Option 2: Select ‘Suggest‘ for a treatment from the available list of suggestion
  4. Navigate through the list of ‘Suggested treatments‘ or filter by:
    • Stage
      • All
      • Preliminary Design
      • Detail Design
      • Pre Construction
      • Site work, Temp Works, Change control
    • Type
      • All
      • Eliminate
      • Reduce
      • Inform
      • Control by subsequent design
  5. Pick the adequate treatment and hit ‘Select’

The Treatment tab will automatically update the risk card with your selection

How to Use Sequencing Feature

If you have a 4D model or a 3D model which contains risks that are embedded in a temporal sequence, you can add or modify your risk’s sequence

  1. Go to the ‘Sequencing‘ tab
  2. Click on either ‘Start time‘ or ‘End time
  3. Choose a date related to your risk from the calendar that appears
  4. For time-series information, select the clock icon with the relevant time
  5. Click ‘OK‘ to automatically populate the temporal information
  6. Voilà! You have created a sequence. Click on the remove icon if you wish to delete that

Clone functionality

Should you ever need to duplicate a risk, use the Clone button.

  1. Click on the Clone button to duplicate the Risk
    Note: you can also view the issue in the model viewer by clicking on the ‘View on Model‘ icon
  2. A window ‘Add new risk‘ will pop up in which you can review and edit the pre-filled information
  3. Don’t forget to hit the Save button
    Note: existing comments in a Risk do not appear in the cloned duplicate

Risks Comments

  1. Write your comment in the chat-like dialogue section to communicate with other users in your team
  2. Hit the Image icon to upload an image to the chat
  3. Hit the Save button to send your comment
  4. To delete the comment, simply click on the Remove button
    Note that it only works for your latest comment
  5. In the drop-down options under Show

    You may choose to show:

    • only Comments

    • only System Logs (changes to the issue)
    • All (both)

Tagging a person & Quoting a comment

    • Quote what you or another user have previously written
    • Tag a specific user you’re addressing the comment to by:
      • replying to them using the reply arrow button
      • or typing @ followed by their username

How to use the mark-up tool

The Mark-up feature in 3D Repo is ideal for highlight specific elements/risks, add text, shapes or revision clouds in different colours and line weights. You can use the mark-up tool when creating a new risk or adding a comment to an existing one. Similarly to using the mark-up feature when creating Issues, you can follow the same concept with mark-up for risks in SafetiBase.

Check out the section ‘How to use the Mark-up tool‘ in the article Create and Manage Issues which covers:

  • Adding a mark-up from Kanban Board without opening the model
  • Adding a mark-up from the model viewer

For a full tutorial, please refer to this video. For more information, please visit our Support Centre.