Risk Assessments admin and reporting
Build and manage Risk Assessment templates, configure settings, and report on risk across your firm.
By Shanté and 1 other2 authors7 articles
- How to configure Risk Assessment settingsManage your firm's Risk Assessment settings in Legl, including escalation contacts, manual rating overrides, and reassessment periods.
- Getting started with Risk Assessment setupA starting point for admin users setting up and managing Risk Assessments: configure settings, build templates, and report on risk.
- How to build or edit a Risk Assessment templateLearn how to create or edit a Risk Assessment template in Legl, including adding questions, conditional logic, and risk ratings.
- Risk Assessment template examplesBrowse example Risk Assessment question structures to use as inspiration when building your own templates in Legl.
- How to archive and restore Risk Assessment templatesLearn how to archive a risk assessment template you no longer need, and how to restore it if required.
- How to export Risk Assessment questions and answersExport your risk assessments to CSV: a summary of all assessments, or the full questions and answers for one template.
- Reporting on Risk AssessmentsA high-level overview of how to report on risk assessments in Legl, including oversight, escalation, and reassessment tracking.