Interactions with a risk configuration in the PARTNERsafe.

How to edit basic information of a risk configuration? #

• In the PARTNERsafe platform left menu click “Risk configuration”.
• Select one of the sections: “Primary risk configuration” or “Additional risk configuration”.
• Click the “edit” icon in the risk configuration table column “Actions” on the necessary configuration.
• In the “Basic information” section change the name of the configuration.
• Click “Save”.

How to change the status of a risk configuration? #

• In the PARTNERsafe platform left menu click “Risk configuration”.
• Select one of the sections: “Primary risk configuration” or “Additional risk configuration”.
• Click the “edit” icon in the risk configuration table column “Actions” on the necessary configuration.
• In the “Status” section click either “Activate” or “Deactivate”.

How to add a new risk level to a risk configuration? #

• In the PARTNERsafe platform left menu click “Risk configuration”.
• Select one of the sections: “Primary risk configuration” or “Additional risk configuration”.
• Click the “edit” icon in the risk configuration table column “Actions” on the necessary configuration.
• In the “Risk levels” section click “Create risk level”.
• In the popup enter the risk level name, minimum and maximum values.
• Click “Create risk level”.

How to edit a risk level of a risk configuration? #

• In the PARTNERsafe platform left menu click “Risk configuration”.
• Select one of the sections: “Primary risk configuration” or “Additional risk configuration”.
• Click the “edit” icon in the risk configuration table column “Actions” on the necessary configuration.
• In the “Risk levels” section click the “edit” icon in the risk level table column “Actions” on the necessary risk level.

How to delete a risk level of a risk configuration? #

• In the PARTNERsafe platform left menu click “Risk configuration”.
• Select one of the sections: “Primary risk configuration” or “Additional risk configuration”.
• Click the “edit” icon in the risk configuration table column “Actions” on the necessary configuration.
• In the “Risk levels” section click the “delete” icon in the risk level table column “Actions” on the necessary risk level.
• In the popup click “Delete risk level”.

How to add a risk factor to a risk configuration? #

• In the PARTNERsafe platform left menu click “Risk configuration”.
• Select one of the sections: “Primary risk configuration” or “Additional risk configuration”.
• Click the “edit” icon in the risk configuration table column “Actions” on the necessary configuration.
• In the “Risk factors” section click the “+” icon in the risk factor table column “Actions” on the necessary risk factor section.
• In the popup enter the risk factor type, name, option and value. You can add several option-value pairs by clicking “Add”.
• Click “Create risk factor”.

How to edit a risk factor of a risk configuration? #

• In the PARTNERsafe platform left menu click “Risk configuration”.
• Select one of the sections: “Primary risk configuration” or “Additional risk configuration”.
• Click the “edit” icon in the risk configuration table column “Actions” on the necessary configuration.
• In the “Risk factors” section click the “edit” icon in the risk factor table column “Actions” on the necessary risk factor.
• In the popup enter new values for the risk factor type, name and option-value pairs.
• Click “Update risk factor”.

How to delete a risk factor from a risk configuration? #

• In the PARTNERsafe platform left menu click “Risk configuration”.
• Select one of the sections: “Primary risk configuration” or “Additional risk configuration”.
• Click the “edit” icon in the risk configuration table column “Actions” on the necessary configuration.
• In the “Risk factors” section click the “delete” icon in the risk factor table column “Actions” on the necessary risk factor.
• In the popup click “Delete risk factor”.