Generalized Risk Table

New in 2.14.7

With the introduction of custom risk types, Ketryx' ability to store and control risk information for varying risk management processes was greatly expanded. The Generalized Risk Table provides a table that is accommodates this flexibility. This reference page will walk you through the main features of this new screen and the basics of configuring it for your needs and processes.

The Generalized Risk Table is not currently generally available. If you would like to enable it in your organization, please contact the Ketryx support team.

Features

Switching views

The "Selected view" dropdown can be used to switch between configured views. A view consists of a filter that controls which items that appear and a list of columns. See the Configuration section to learn more about how to set views.

Custom columns

With the new view, you can add any field in your organization (including custom fields) to the table as a column.

Expanding rows

To see more detail about a particular item in the table, click the expand button. There is also the ability to expand and collapse all rows in the table with dedicated buttons on the top right of the table.

Autosize columns

To quickly adjust the widths of all columns in the view to accommodate the data contained in the cells, click Autosize Columns.

Manage columns

To change the columns in your local view, click the manage columns button and select/deselect from the options. Note that this is currently only a local configuration that will not persist or edit the view's configuration.

Restore default layout

After you use manage columns to change your local view, you can click "Restore default layout" to quickly switch the columns back to what is default for the selected view.

Grouping and sorting by column

To group or sort all of the rows by a particular column, hover to the right of the column name to find options.

Filters

If you configure Custom KQL Filters for the Risks page, they will be accessible in the filter button.

Configuration

To configure the generalized risk table to add views tailored to your team, you can use the "Dynamic records table configuration" advanced setting. This setting is composed of the following properties:

• views - a list of generalized views that you would like to make available

  • id - an arbitrary id that uniquely identifies the view, for use in tables

  • label - the name of the view that will appear in the dropdown view selector

  • filter - a KQL filter for the view that determines which items will appear when the view is selected

  • isDefault - boolean that determines if the view is the default view upon page load

  • defaultColumns - a list of columns

    • field - the human-readable field name, such as "Initial likelihood of occurrence (P1)". Same as the name of any field as it appears on the item record details or in the create/edit form

  • availableColumnsByItemTypes - a list of item type names. The union of the fields available for these item types is the list of columns that available to a user when "Manage columns" is used in the table to add or remove from their local view (This does not change the saved configuration of the view and is not currently saveable)

• tables - a list of tables where the view should appear. RISKS is the only table currently supported

The following is an example configuration for the "Dynamic records table configuration" advanced setting that mimics the fields that are visible in the default risk view:

{
  "views": [
    {
      "id": "risks-default",
      "label": "Risks",
      "filter": "type:Risk",
      "isDefault": true,
      "defaultColumns": [
        {
          "field": "Title"
        },
        {
          "field": "Source"
        },
        {
          "field": "Owner"
        },
        {
          "field": "Approval state"
        },
        {
          "field": "State"
        },
        {
          "field": "Hazard"
        },
        {
          "field": "Sequence of events"
        },
        {
          "field": "Hazardous situation"
        },
        {
          "field": "Harm"
        },
        {
          "field": "Initial likelihood of occurrence (P1)"
        },
        {
          "field": "Initial likelihood of harm (P2)"
        },
        {
          "field": "Initial severity"
        },
        {
          "field": "Initial risk evaluation"
        },
        {
          "field": "Initial risk acceptability"
        },
        {
          "field": "Risk control measures"
        },
        {
          "field": "Risk control description"
        },
        {
          "field": "Residual likelihood of occurrence (P1)"
        },
        {
          "field": "Residual likelihood of harm (P2)"
        },
        {
          "field": "Residual severity"
        },
        {
          "field": "Residual risk evaluation"
        },
        {
          "field": "Residual risk acceptability"
        },
        {
          "field": "Risk assessment methodologies"
        },
        {
          "field": "System categories"
        },
        {
          "field": "Benefit-risk analysis"
        }
      ],
      "availableColumnsByItemTypes": [
        "Risk"
      ]
    }
  ],
  "tables": {
    "RISKS": [
      "risks-default"
    ]
  }
}