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Version vom 9. April 2026, 08:13 Uhr von KoKl (Diskussion | Beiträge) (Die Seite wurde neu angelegt: „===Updating risks as a Practitioner=== From this release onwards, risks and opportunities can be proactively updated by the risk owners or advisors in their role as Practitioner users. The new ‘Update risk/opportunity’ button is available for this purpose under My Tasks. ::left <br clear=all> Expert and Professional users of a management system still have the option of requesting that an advisor update a risk. To do this, there is…“)
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Updating risks as a Practitioner

From this release onwards, risks and opportunities can be proactively updated by the risk owners or advisors in their role as Practitioner users. The new ‘Update risk/opportunity’ button is available for this purpose under My Tasks.


Expert and Professional users of a management system still have the option of requesting that an advisor update a risk. To do this, there is now a ‘Request update’ button at the bottom of the risk maintenance form (next to ‘Save’ and ‘Close’). This replaces the ‘Request review’ button that was previously located on risks (top right).


Once an update is initiated, the interface is read-only for experts and professionals in the management system. The risk’s status is set to ‘Update Pending’. Clicking the violet “Update Pending” button displays the changes already entered by the advisor, and experts or professionals can revert these changes by selecting “Reject update”. Experts/professionals or practitioner users can leave comments for their colleagues explaining their respective workflow steps. These can then be viewed at via the new “Messages & History” button.


While the risk is being updated, a Practitioner user can edit the risk’s master data or the measures and controls for risk treatment as part of an update.


After saving the changes and when submitting the update, HITGuard summarizes the changes in a separate overview (“Show changes”). This allows Advisors to compare old and new values. Later, when reviewing the update, the Professional or Expert will also see the same overview. This makes it easier to assess whether to reject or accept the update, or whether further changes need to be incorporated. You can see how the overview looks for the expert and professional below:


During the update, the risk owner or advisor first enters a justification. Later, the Professional or Expert can edit this justification. HITGuard then files these jointly created entries in the risk’s timeline, creating a traceable history of the workflow steps and changes to the risk.


You can find out more about the new workflow in our Online help.