pryme Docs – Setup and Configuration

RiskManagement: Risk Management Setup

Mon, 01 Jan 0001 00:00:00 +0000

The Risk Management Setup page holds the core configuration for Pryme Risk Management. Open this page and complete the required settings before you register your first risk.

Open Risk Management Setup

Choose the 🔎 icon, enter Risk Management Setup, and then choose the related link.

Settings

Configure the fields on the setup page:

Risk No. Series — the number series used to generate risk numbers automatically when a new risk is created.

Note

You must set up Likelihood Levels, Impact Levels, and Risk Score Zones before risks can be scored and assigned to zones. These are configured separately from the main setup page.

RiskManagement: Scoring Setup

Mon, 01 Jan 0001 00:00:00 +0000

Before you can score risks, set up the scales you will use to rate likelihood and impact, and the categories that classify your risks. The risk score is calculated by multiplying the numeric weight of the selected likelihood level by the numeric weight of the selected impact level.

Likelihood levels

Likelihood levels define how probable a risk is to occur. Each level has a numeric weight that feeds into the risk score calculation.

To set up likelihood levels

On the Risk Management Setup page, choose Likelihood Levels. Alternatively, choose the 🔎 icon, enter Likelihood Levels, and then choose the related link.
For each level, fill in the following fields:
- Code — a short identifier for the level (for example, L1, L2, L3, or RARE, POSSIBLE, LIKELY).
- Description — the label shown when scoring a risk (for example, Rare, Possible, Likely).
- Numeric Weight — the value used in the score calculation. Higher weights indicate higher likelihood.
Close the page when done.

Levels are displayed in ascending Numeric Weight order on list pages and lookups.

Impact levels

Impact levels define how severe the consequences would be if a risk occurs.

To set up impact levels

On the Risk Management Setup page, choose Impact Levels. Alternatively, choose the 🔎 icon, enter Impact Levels, and then choose the related link.
For each level, fill in the following fields:
- Code — a short identifier (for example, I1, I2, I3, or MINOR, MODERATE, MAJOR).
- Description — the label shown when scoring a risk (for example, Minor, Moderate, Major).
- Numeric Weight — the value used in the score calculation. Higher weights indicate greater impact.
Close the page when done.

Impact levels are also displayed in ascending Numeric Weight order.

Risk categories

Risk categories classify risks by type. Assigning a category makes it easier to filter and report across the risk register.

To set up risk categories

On the Risk Management Setup page, choose Risk Categories. Alternatively, choose the 🔎 icon, enter Risk Categories, and then choose the related link.
For each category, enter a Code and a Description.
Close the page when done.

RiskManagement: Risk Score Zones

Mon, 01 Jan 0001 00:00:00 +0000

Risk score zones group risks by score range and determine how often risks in each zone must be reviewed. When a risk’s likelihood and impact are set, the app assigns it to a zone automatically based on the calculated score.

How zones work

The risk score is the product of the likelihood numeric weight and the impact numeric weight. Zones define the score ranges that correspond to each risk level, for example, scores 1–6 map to Low, 7–14 to Medium, 15–25 to High.

Each zone has a review interval. Risks in a higher zone are typically reviewed more frequently than risks in a lower zone.

To set up risk score zones

On the Risk Management Setup page, choose Risk Score Zones. Alternatively, choose the 🔎 icon, enter Risk Score Zones, and then choose the related link.
For each zone, fill in the following fields:
- Code — a short identifier (for example, LOW, MED, HIGH).
- Description — the label shown on the risk and matrix (for example, Low, Medium, High).
- Min. Score — the lowest score that falls into this zone.
- Max. Score — the highest score that falls into this zone.
- Review Interval (Days) — the number of days between required reviews for risks in this zone.
- Color — the color used to display this zone on the risk matrix.

Note

Score ranges must not overlap. Make sure the Min. Score of each zone is one point above the Max. Score of the zone below it.

How zone assignment works

When you set the Likelihood and Impact fields on a risk, the app calculates the score and assigns the risk to the matching zone. The zone updates automatically whenever likelihood or impact changes. The zone’s review interval is also used to calculate the Next Review Date on the risk.

RiskManagement: Permission Sets

Mon, 01 Jan 0001 00:00:00 +0000

Pryme Risk Management includes dedicated permission sets that control what users can see and do in the app. Assign the appropriate permission set to each user based on their role.

Available permission sets

Permission set	Description
`RISK ADMIN RMYME`	Full access to all Risk Management pages, setup, and configuration.
`RISK BASIC RMYME`	Create and edit risks and mitigation actions. No access to setup pages.
`RISK READ RMYME`	Read-only access to the risk register and mitigation actions.

To assign a permission set to a user

Choose the 🔎 icon, enter Users, and then choose the related link.
Select the user you want to update.
Choose Permission Sets.
Add the relevant Risk Management permission set.

Note

Users without a Risk Management permission set cannot access Risk Management pages, including the Risks and New Risk actions available on project, customer, vendor, resource, and item pages.

Assign Permissions to Users and Groups

pryme Docs – Setup and Configuration

RiskManagement: Risk Management Setup

Open Risk Management Setup

Settings

Note

Related information

RiskManagement: Scoring Setup

Likelihood levels

To set up likelihood levels

Impact levels

To set up impact levels

Risk categories

To set up risk categories

Related information

RiskManagement: Risk Score Zones

How zones work

To set up risk score zones

Note

How zone assignment works

Related information

RiskManagement: Permission Sets

Available permission sets

To assign a permission set to a user

Note

Related information