Risk Management Settings
Configure impacted factors, parties, and automation settings for risk management.
1 What's on this page
The Risk Management Settings page provides configuration for risk assessment components and system-wide risk management behaviour. The page is organised into two tabs: one for managing impacted factors and parties used in risk assessments, and one for configuring automation settings such as automatic linking to the Risk & Hazard Register.
What you see here
- Impacted Factors / Parties tab: Manage the list of impacted factors and parties available for use in risk assessments
- Active/Deactivated views: Radio buttons to switch between active and deactivated impacted factors
- Search: Filter impacted factors by name
- Factor table: Sortable table showing all impacted factors with edit and activate/deactivate actions
- Add button: Create new impacted factors for use in risk assessments
- Risk Management Settings tab: Configure system-wide risk management automation, including the auto-link setting
Key concepts
- Impacted factor/party: A category or entity that could be affected by a hazard (e.g., "Passengers", "Crew", "Aircraft", "Reputation", "Financial")
- Risk assessment: The process of evaluating hazards and identifying potential consequences, including who or what might be impacted
- Active factors: Factors currently available for selection during risk assessments
- Deactivated factors: Factors removed from selection but retained for historical records
- Auto-link to register: An optional setting that causes the system to automatically create or update risk register items when sources are closed
Who can access: Administrators with the Risk Management Settings - Full Access permission can view and edit settings on both tabs. Users without this permission see an access notification instead.
Changes to impacted factors affect risk assessment forms immediately. Deactivating a factor removes it from selection dropdowns but does not affect existing risk assessments that already reference it.
2 View impacted factors
The page displays impacted factors in two views controlled by radio buttons at the top of the table. Switch between Active and Deactivated views to see factors currently in use or factors that have been removed from active use.
Active view (default)
The Active view shows all impacted factors currently available for selection when conducting risk assessments. These factors appear in dropdown menus and selection lists throughout the risk management system.
Deactivated view
The Deactivated view shows factors that have been removed from active use. Deactivated factors no longer appear in selection dropdowns but are retained for historical reference in existing risk assessments and risk register items.
3 Search and filter impacted factors
A search box appears at the top-left of the page, above the table. Type into the search box to filter impacted factors by name. The search applies to the currently selected view (Active or Deactivated).
The search filters results as you type with a short delay. An information icon next to the search box displays which fields are searchable (Name).
If no results match your search, an alert displays: "There are no [active/deactivated] impacted parties for your search terms." Clear the search box to see all factors again.
4 Add a new impacted factor
In the Active view, click the Add Impacted Party button at the top-right of the page to open the impacted factor window.
Window fields
The window displays a single field:
- Name: Enter a clear, descriptive name for the impacted factor (e.g., "Passengers", "Flight Crew", "Maintenance Personnel", "Aircraft", "Company Reputation", "Financial Loss", "Environmental"). This field is required.
Save the factor
Click Submit to save the new impacted factor. While submitting, the button shows a loading indicator with text "Submitting..."
Click Cancel to close the window without saving changes.
New impacted factors are added to the Active list and become immediately available for selection in risk assessment forms throughout the system.
5 Impacted factors table
The table displays impacted factors with sortable columns. The columns shown depend on the selected view (Active or Deactivated).
Active table columns
Each row in the Active view shows:
- Edit: Blue pencil button that opens the impacted factor window with the current name pre-filled. Use this to rename an existing factor.
- Name: The impacted factor name. Click the column header to sort alphabetically (ascending or descending).
- Deactivate: Red button with a ban icon that removes the factor from active use. Deactivated factors move to the Deactivated view.
Deactivated table columns
Each row in the Deactivated view shows:
- Name: The impacted factor name. Click the column header to sort alphabetically.
- Activate: Green button with a plus icon that restores the factor to active use. Activated factors move back to the Active view.
Pagination
If more than 15 impacted factors exist, the table paginates automatically. Use the pagination controls at the bottom of the table to navigate between pages. The page dropdown allows you to show 15, 30, or 45 items per page.
6 Edit an impacted factor
In the Active view, click the Edit button (blue pencil icon) in any row to open the impacted factor window. The window title changes to "Edit Impacted Party" and the current name is pre-filled.
Modify the name as needed. Click Submit to save changes. The update applies immediately to risk assessment forms and selection dropdowns throughout the system.
Note: Changing an impacted factor name updates how it appears in dropdowns and forms but does not change existing risk assessments or risk register items that already reference this factor. Existing records retain the original name at the time they were created.
7 Deactivate an impacted factor
In the Active view, click the Deactivate button (red ban icon) in any row to remove an impacted factor from active use.
A confirmation window appears asking: "Are you sure you want to deactivate '[Factor Name]'?" Click the confirmation button to proceed or Cancel to close without changes.
Once deactivated:
- The factor is removed from the Active view and moved to the Deactivated view
- The factor no longer appears in risk assessment selection dropdowns
- Existing risk assessments and risk register items that reference this factor are unaffected and retain the factor association
- Historical records remain intact for reporting and audit purposes
When to deactivate: Deactivate impacted factors when your organisation changes risk assessment methodology or when a factor is no longer relevant to your operation. Deactivating prevents new risk assessments from using outdated factors while preserving historical data.
8 Reactivate an impacted factor
In the Deactivated view, click the Activate button (green plus icon) in any row to restore an impacted factor to active use.
A confirmation window appears asking: "Are you sure you want to activate '[Factor Name]'?" Click the confirmation button to proceed or Cancel to close without changes.
Once reactivated, the factor moves back to the Active view and becomes immediately available in risk assessment selection dropdowns throughout the system.
9 Risk Management Settings tab
The Risk Management Settings tab provides system-wide configuration options for risk management automation. Click the tab to view the current settings and use the Edit button to make changes.
Auto-Link to Risk & Hazard Register
This setting controls whether the system automatically creates or updates Risk & Hazard Register items when risk sources are closed. When enabled, sources that meet the linking conditions are linked to the register without any manual action required.
When disabled (default)
No automatic linking occurs. Risk sources must be linked to the Risk & Hazard Register manually via the Manage Risk Sources page. This is the default behaviour and matches how the system worked before this setting was introduced.
When enabled
The system automatically links closed risk sources to the Risk & Hazard Register. If a register item already exists for the hazard, the source is added to it. If no register item exists, a new one is created in Draft status and the source is linked to it.
What triggers automatic linking
When auto-linking is enabled, the system checks for linkable sources at the following points in the workflow:
- Report closed: When a report (safety, security, or other) is closed, the report is automatically linked to the register for the hazard it identified.
- Report finding closed: When a finding from a report has its corrective action reviewed and approved, the finding is automatically linked to the register.
- Audit finding closed: When an audit finding has its corrective action reviewed and approved, the finding is automatically linked to the register.
- Management of Change (MoC) closed: When a MoC is closed, each identified hazard on the MoC is automatically linked to the register. Note: MoC findings are not auto-linked — only the MoC identified hazards themselves are linked.
Conditions for a source to be auto-linked
A source is only automatically linked if all of the following conditions are met:
- The source has a hazard assigned to it
- The source has not already been linked to a register item
- The source status is Closed
- The source is not a MoC finding (MoC findings are excluded from auto-linking)
Important: Auto-linking only applies to sources that are closed after this setting is enabled. Sources that were already closed before the setting was turned on are not retroactively linked. To link historical sources, use the manual linking process on the Manage Risk Sources page.
What happens when a source is auto-linked
When a source is automatically linked:
- The system searches the register for an existing item that covers the same hazard
- If a matching register item exists, the source is added to it and the item is updated
- If no matching register item exists, a new item is created in Draft status with the source linked to it
- A submission note of "Auto-linked new source" is recorded on the register item
- Any impacted parties from the source are copied to the register item
- The source's link date is recorded
Draft items: Auto-linked register items are created in Draft status. A risk manager should review Draft items on the Risk & Hazard Register, complete any missing risk assessment details, and publish them when ready.