Risk Management: RSK (Section Maintenance)

The Risk Management – Maintenance Form contains a list of the risk records for this agreement. The form also allows you to edit the existing records and add new records. The maintenance form is called from four (4) areas in the POSY System.

  •   Opens the Risk Management – Maintenance Form on an OnBoarding agreement.
    • This button can be found on the Transaction Toolbar at the top of the OnBoarding agreement.
  •   Opens the Risk Management – Maintenance Form on an Active agreement.
    • This button can be found on the Transaction Toolbar at the top of the Active agreement.
  •  Opens the Risk Management – Maintenance Form to view RSK data for a Performance Review, and make edits if necessary.
    • This button can be found on the RSK Section’s Black Header Bar on the right side of the header.
  •  Opens the Risk Management – Maintenance Form directly from the POSY Control Panel.

Risk Management: RSK – Display Mode

The Risk Management – Maintenance Form initially opens in the display mode. The information fields include the following.

  • Risk Management Type (1st Line): Which risk is being managed. (i.e. Insurance, Financial Analysis, Tech Security)
  • Required (2nd Line): If checked, this risk is required to be managed.
  • Archived (2nd Line): If checked, this risk record is no longer active.
  • Prepared By: Who prepared the document that addresses the risk.
  • Document ID (Policy #) (2nd Line): ID on document that uniquely identifies it. For Certificates of Insurance, this is the policy number for the affiliate.
  • Issued (1st Line): Date the document was Issued.
  • Expired (2nd Line): Date the document Expires (if any).
  • RID (1st Line): System ID # for the risk record assigned by POSY.
  • AID (2nd Line): System ID # for the agreement assigned by POSY.

  Initiating A Transaction: To initiate a transaction (edit a record or create a new record) use this Transaction Toolbar.

Documenting Record Edits: POSY automatically documents edits made to any record after its initial creation. If edits have been made, this button will be enabled. Clicking it will open the Edit Documentation Form.

  (Enabled) Edits have been made to this record.

  (Disabled) No edits have been made to this record.

Risk Management: RSK – Edit Mode

  Select A Record To Edit: To select a record, click the record selector box at the far left of the record’s row. You will see this Pointer Icon to indicate which record is currently selected. (See the Display Mode form.)

  Put The Form In Edit Mode: By clicking the Edit Button.

  • When placed in edit mode, the main form is disabled (grayed out) and the edit record section of the form is opened.

Editable Fields: Edits to existing records should only be made for typos, or to slightly modify the record’s original intent.

  • Agreement Types: Agreement types represent the type of agreement being tracked (i.e. Lease Agreement, Service Agreement, Consulting Agreement).
  • Inactive: If checked, the record is Inactive and will no longer appear as an option in the associated dropdown list. To reactivate the record, just clear this field.

Locked Fields:

  • # of Changes: Number of changes made to this record during this edit.
  • # of Errors: Number of fields with an error.
  • Rec ID: The system record ID # assigned by POSY.
  • Created – By: Who created this record.
  • Date: Date record was created.

  Finalizing The Edit: To complete the transaction, use the Save Changes toolbar.

  •   Cancel: Click this button to Cancel this edit and return to Display Mode.
  •   Save: Click this button to Save this edit and return to Display Mode.
    • The edit can be saved if 1) changes have been made and 2) there are no errors.
    • Changes are indicated by a drop shadow on the field that has been changed. (See Image)
  •   Save Disabled: The Save button is disabled when the edit is not ready to be saved.
    • The edit CAN NOT be saved if 1) NO changes have been made OR 2) there are errors.
    • An error is usually when a required field is missing. (Field background will be Pink.)
  • Note: Once a edit transaction has been started, it must be finalized properly before you can close the form. If not finalized, as  defined above, you will see the following message box.

Risk Management: RSK – Create Mode

No Specific Record Needs To Be Selected: …to create a new record.

  Put The Form In Create Mode: By clicking this Create Button.

  • When placed in create mode, the main form is disabled (grayed out) and the new record section of the form is opened.

Editable Fields:

  • Agreement Types: Agreement types represent the type of agreement being tracked (i.e. Lease Agreement, Service Agreement, Consulting Agreement).
  • Inactive: There would be no point in creating a new record if you are going to immediately Inactivate it (although you can).

Locked Fields:

  • # of Errors: Number of fields with an error.
  • Rec ID: The system record ID # will be assigned by POSY when the record is saved.
  • Created – By: Automatically populated with the user creating the record.
  • Date: Date record was created.

  Finalize Creating The Record: To complete the transaction, use the Save Changes toolbar.

  •   Cancel: Click this button to Cancel the record creation and return to Display Mode.
  •   Save: Click this button to Save the new record and return to Display Mode.
    • The new record can only be saved if there are no errors.
  •   Save Disabled: The Save button is disabled when the new record has an error.
    • An error is usually when a required field is missing. (Field background will be Pink.)
  • Note: Once a create transaction has been started, it must be finalized properly before you can close the form. If not finalized, as  defined above, you will see the following message box.
Attachment Types