Why did my new register have risk matrices assigned by default?

Modified on Thu, 5 Nov at 1:42 AM

A risk matrix can be applied to a register by default. Only a System Administrator can change it.


The short answer

A Risk Matrix can be applied to a register by default. This setting can only be changed by a System Administrator.


How to change the matrix applied to your register

If you are a System Administrator and you want to change the risk matrix applied to your register, follow these steps:

  1. Navigate to Admin > Risk Matrices and make sure the matrix you want to use has already been created.
Note: Matrices can also be created under custom matrices and applied to custom fields. Only create a risk matrix here if you want it to replace an existing risk matrix.
The Admin Risk Matrices page, listing the risk matrices that have been created.

The Risk Matrices page in Admin, where matrices are created and managed.

  1. Navigate to Admin > Rating Strategies. Here you assign which matrix is used for each risk custom type within a register.
  2. Scroll down to the relevant risk custom type and open it. The Default for Type checkbox controls whether any new register will default to this rating strategy.
Note: The Matrix field shows the risk matrix used for this strategy. In this example, the matrix is "Default Risk Matrix".
A rating strategy opened, showing the Default for Type checkbox and the Matrix field naming the risk matrix in use.

A rating strategy, showing the Default for Type checkbox and the Matrix field.

  1. To remove a risk matrix as the default, untick the checkbox. To apply a different risk matrix to a register, first remove the register from the field and save. You can then apply that register to a different rating strategy.

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Related article

How risk matrices are created and configured in Admin.

▾Rating StrategiesOpen full article »

Related article

How rating strategies assign a matrix to each risk custom type, and how the default is set.

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