Creating Order Risk Records

Risks records can be created from both order and work order details:

1. Open order or work order details.
2. Go to Related → Risks.
3. Click New.
4. Provide Title, Origination, Risk Code and optionally Description.
5. Adjust Started On if required.
6. Click Save.
7. A new risk is created and a corresponding Salesforce chatter entry for risk, order and optionally, work order is written.

A newly created risk is initially owned by the creating user and is visible in My Active Risks list view.