In this article, you will see a step by step guide on how to sync custom fields to existing Risk Assessments inside your platform. For more information on custom fields and how to create them read this article.
How to set it up (Only for Administrators)
Build the custom fields you want to add to you Risk Assessment. Note, the back dating can only be done once, so make sure to include all fields you want in the syncing.
Go to the organization page.
Click on "Sync Custom Forms".
Note, you have two options for syncing custom field. The options are the following:
Allow users to choose individually to sync fields into the Risk Assessment.
Sync to all Risk Assessments.
If you go with a) please select the "Should show individual import button on all risk assessments?" checkbox and save.
A button will be shown on a Risk Assessment when editing the Risk Assessment - where the end user can decide to sync the field(s) into the Risk Assessment.
If you go with b), click on "Sync" and save.
The fields will sync across all Risk Assessments inside the platform and the field(s) will be shown on all assessments.
Note: Please be aware that syncing a custom form to all risk assessments that currently lack one is an irreversible action. Once a custom form has been added to a risk assessment, it cannot be removed.
We strongly recommend that you thoroughly prepare and test the custom form on individual test risk assessments before initiating a full sync.
How it works
Sync on Individual Risk Assessments
Go to your Risk Assessment.
Click "edit" on your Risk Assessment.
Click on "Import Custom Form" to get the most recent version of fields included into the Risk Assessment.
Fill out the fields.
Click save once you are done.
Sync Across all Risk Assessments
Go to your Risk Assessment
Click "edit" on your Risk Assessment
Fill out the new fields that are empty for you Risk Assessment.
Click save once you are done.
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