Perform A Risk Assessment

Who can use this feature?

	All Account Owners and Security Admins
	Available on the Free, Core and Business plans

Generate Risks via Risk Assessment

Risk assessments generate risks automatically based on your answers and can be saved before submission.

Open Risk Management

Select Risk Management from the left-hand navigation.

Start Assessment

Click Perform New RA to begin a new assessment.

Select Checklist

Choose the checklist to use for generating risks.

Set Default Assignee

Optionally assign a user to all generated risks.

Enable Auto Fill

Choose whether to auto populate risk details.

Launch Questionnaire

Click Perform to start answering questions.

Answer Questions

Complete all questions based on your environment.

Submit Assessment

Click Submit to generate risks.

Risks are automatically created in the risk register based on your responses.

Each risk includes scoring, ownership, and optional remediation details.

Assigned users are responsible for managing and treating risks.

Risks can be edited, assigned tasks, and tracked to completion.

No Risks Generated After Submission

Confirm auto generate risk was set to Yes

Verify the assessment was successfully submitted

Risk Details Missing

Cannot Start Assessment