Approval templates and review policies are still created in Settings > Governance. See Creating Approval Policies and Creating Review Policies for details.
Set up approvals and review policies for risk assessments
Risk assessments now use direct approval and review settings. When you create or edit a risk assessment or template, choose an approval template and a review policy directly on the form instead of using a separate Assessment Policies tab in risk settings. The old Assessment Policies tab has been removed.
Before you start
You need the Manager or Admin role for the Risks module to configure approval and review settings on risk assessments.
How to set up approvals and reviews for a risk assessment
Open the risk assessment or template you want to configure.
Select an approval template from the dropdown. This controls who must approve the assessment before it can be published.
(Optional) Select a review policy from the dropdown if you want scheduled reviews of the published assessment.
Save the assessment or template.
What changed
The old Assessment Policies tab in risk settings has been removed. You no longer need to configure a separate assessment policy that links an approval policy and review policy to a risk assessment. Instead, you choose the approval template and review policy directly on each assessment or template.
Common questions
Where do I create the approval template or review policy?
Can I change the approval template or review policy after saving?
Yes. Edit the assessment or template and select a different approval template or review policy from the dropdown, then save again.
What happens if I leave the approval template blank?
The assessment can be published without an approval workflow. If you need a one-time approval for a single draft instead of a reusable template, see Request a one-off approval.
Was this helpful?