Assign a Custom Risk Form at the Program Level

At the program level, you can determine which form users fill out when they create risk proposals for a program. This can be the default risk proposal form, which includes basic information, or a custom risk proposal form created in the Form Editor.

To assign a custom form at the program level:

Navigate to the program settings page
1. In the object selector, select a program.
2. In the sidebar, select  Summary & Settings.
1. On the Summary & Settings menu, select Settings.
On the Forms tab, select Risk.
In the Propose row, in the Form field, choose a custom form.
This is the form users will fill out when they propose a new risk for a program.
Save your changes:
1. Select Save.
2. In the Summary & Settings panel, select  Close.

Next: Dictionaries