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How to create a Crisis
How to create a Crisis

This article explains how to create a new crisis on the Human Risks platform.

Updated over 6 months ago

Create a new Crisis

To create a new Crisis, click on the “Create crisis” button found on the Active Crises section. A new window will open where you have the possibility to define the crisis that you are dealing with.

The information that can be added in this tab is the following:

  • Title - The title or the name of your crisis

  • Division - The division from which it takes part

  • Owner - The owner of the crisis

  • Related Crises - If the crisis is linked to an already existent active crisis, you can select it from here

  • Description - The description of the crisis

Overview of a Crisis Event

After creating the crisis, you will find it in the Active Crises tab. In order to access it, you simply have to click on its title. Additionally you can also take a look at old closed crises doing the same action.

Overview & Location

In this section will find the general information about the crisis, such as the title the owner and the starting date. On the right side you will find displayed on a map the location of the crisis.

Roles and Responsibilities & Contacts

In roles and responsibilities section, you will find roles and responsibilities assigned to individuals in your organization. The purpose of defining roles and responsibilities is to ensure that everyone understands their role and is able to act quickly and effectively in the event of a disruption.

Create a new role

To create a new role:

  1. Click on the Create Role button.

  2. A new page will open in which you will have to define the Primary and Secondary user for that specific role.

  3. Select the Role Name from the existing ones. If you want to create a new role just type the role name in the New Role Name field.

Create contacts

In Contacts section you will find all individuals that are critical resources in preparation for recovery from potential disruptions.

To create a new contact:

  1. Click on the Create Contact button.

  2. A pop-up will open where you need to populate with the relevant information about your contact. The information fields in the new window are the following:

  • Name

  • Email

  • Phone number(s)

  • Title

  • Company

  • Comment

Log

In the Log section, you will find all the recorded decisions & notes throughout the crisis.

To create a log do the following:

  1. Click create log entry.

  2. Define the Title of the log.

  3. Choose a Category.

    1. You can select between the following categories depending on what type of log it is:

      • Assumption

      • Decision

      • Log Post

      • Fact

  4. Add a description.

  5. Attach a document to your log if relevant.

Task Management

Tasks management section contain all the tasks of the people who take part in the crisis. You can have all the task displayed either in a list view or a dashboard view.

You can create a new task from this section as well. Creating a task in the crisis management module is very similar to creating a task in the Task module.

The only noticeable difference is that you can define a priority, which can be (Low/Medium/High). And you can select user roles rather than individuals to assign the task to.

Navigation

At the top of the page you will find three "tabs" which can be used to navigate through your Crisis.

The tree tabs are:

  • Live -> In this tab you will find all the previously explained feature, such as the overview of the Crisis, the Contacts, Roles and Responsibilities, the Log and Task Management

  • Timeline -> In the timeline tab, you can see an overview of all the changes that were made on a timeline.

  • Document Library -> The document library includes all the attachments that have been added in the crisis.

Timeline

The "Timeline" tab allows you to efficiently analyze and track changes made to a particular dataset. Here, you have the ability to apply various filters to the data, which provides you with the ability to delve deep into the changes that have been made.

The filters that can be used in "Timeline" tab are as follows:

  • Start date -> By selecting a start date, you can restrict the data displayed to a specific time frame, allowing you to easily identify changes made during that period.

  • Users -> You have the ability to filter by user, which can be particularly useful in situations where you need to track down who made a specific change.

  • Changes -> You can also filter by the type of change, which is helpful in understanding the nature of the modifications made to the data. You can filter on Create, Update or Delete.

  • Type -> Finally, the ability to filter on the type provides you with a more detailed and targeted view of the changes made. Here, you have the option to filter on Roles, Crises, Tasks, Logs, Contacts.

Document Library

In the "Document Library" tab you can find in all the attachments for that Crisis displayed in a directory view.

You can expand/collapse the parent directories using the specific buttons displayed on the tab.

Additionally, you have the option to use the search field to find a specific attachment by searching for its name.


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