Risks represent potential events that could negatively impact your organization’s ability to achieve its strategic objectives.
By identifying and managing risks in ClearPoint, you can reduce the likelihood of adverse outcomes and strengthen your organization’s ability to adapt and succeed.
Creating a New Risk
From the left navigation, click Elements.
Select Risks.
Click + Add Risk.
Enter a Name (e.g., Inflation).
Assign an Owner from the dropdown menu.
Select the Start End and End Date.
Click Save.
💡 New Risks appear instantly in your Scorecard and any related reports or dashboards.
Adding Multiple Risks
From the Risks page, click + Add Risk.
Toggle Add Multiple.
Enter each Risk name on a new line (e.g., Rising Prices, Decreased Demand).
Select an Owner from the dropdown menu.
Set a Start and End Date.
Click Save.
💡 Bulk adding is ideal for quickly setting up or restructuring your Risk register across multiple Scorecards.
Editing a Risk
Click the kebab menu (⋮) and select Edit Risk.
Use the tabs in the right-hand drawer to make updates:
Update Fields – Change values for the current reporting period (e.g., Status, Likelihood, Impact, or Comments).
Edit Fields – Update long-term details such as Owner, Scorecard, Tags, Start and End Dates, and Reporting Frequency.
Links – Connect the Risk to related Objectives, Measures, or Initiatives.
Notifications – Adjust alert preferences for updates and changes.
Click Save.
💡 Use Update Fields for period-specific tracking and Edit Fields for ongoing information management.
Bulk Editing Risks
From the Risks page, check the boxes beside the Risks you want to update.
Click Edit Multiple from the toolbar.
Select the fields to update and apply your changes.
Click Save.
💡 Bulk editing lets you update ownership, frequency, or status for multiple Risks at once.
Duplicating a Risk
Click the kebab menu (⋮) and Select Duplicate Risk.
Enter a New Risk Name.
Select a Home Scorecard.
(Optional) Check:
Copy Status and Risk Data – to duplicate color statuses and historical data.
Copy Links – to keep existing element connections.
Click Duplicate.
💡 Duplicating saves time when creating similar Risks across multiple scorecards or business units.
Deleting a Risk
From the Risks page, click the kebab menu (⋮) next to the Risk you want to remove.
Confirm deletion by clicking Delete.
⚠️ Deleting a Risk permanently removes it from your account and any associated reports.