Using the Risk Summary Page

In a Knowledge Coach engagement, the Risk Summary page allows you to add, view, edit, and delete risks that have been identified in the current engagement. This summary can be accessed by clicking Risk Summary on the right navigation pane in the engagement view or from any form.

Risks are categorized by Knowledge Coach title and then divided into the following groups:

• Financial Statement Level Risks

• Specific Risks

• Major Program Level Risks (Compliance Audit Titles Only)

• Compliance Requirement Level Risks (Compliance Audit Titles Only)

  Note: The Specific Risk type only displays if there are specific risks created.

To navigate through the Risk Summary page, do the following:

1. Click the arrow next to a Knowledge Coach title to expand it and view the type of risks associated with the title.

2. Click the arrow next to a risk type name to view a list of the risks that have been identified in that category.

3. Click the arrow next to a risk to view the form index and form name where the risk is addressed.

4. Click the arrow next to each form name to view the name of any program steps that have been linked to address the risk.