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Register best practice

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Prerequisites

 

Introduction

In SoftExpert Risk, it is possible to register best market practices to control identified risks and keep them at an acceptable level. The level of compliance with best practices can be verified using a checklist.

This article will demonstrate the step-by-step process of how to register a best practice.

 

Register best practice

1. Access the File > Best practice (RI206) menu.

2. Click the button Add record icon..

3. Select the type of best practice.

4. Provide an identifier and a name for best practice.

5. In the General tab, if desired, you can change the type of best practice

6. Click Save icon. to enable the Details tab.

7. In the Details tab, you can:

  • Include: the appendix and attributes related to best practice.

8. After finishing, click on Save and exit icon..

9. The registered best practice will be displayed in the menu's list of records. If desired, you can click on:

Edit icon. This button allows you to view and edit best practice data.
Change status icon. This button allows you to enable or disable best practices.
Delete icon. This button allows you to delete the best practice.
User following the steps described above to register a best practice.

Documents related to best practices should be registered in SoftExpert Documento.

Copilot, SoftExpert's Artificial Intelligence (AI) solution, offers the Ask AI feature, which assists in creating registrations. Access the article Using AI in registration creation to learn more.

It is also possible to register best practices by importing a file. Access the article Exporting a file in an import format to learn more.

 

Conclusion

The use of best practices in risk management is fundamental to ensuring that the organization identifies, assesses, and adequately addresses factors that could compromise its strategic and operational objectives.


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