eTMF Risk Score

The Risk Score functionality allows users to classify documents based on predefined risk parameters. Before assigning a risk score to a document, the required configurations must be completed in the Document Settings and Document Type configuration.

To configure Risk Score settings, refer to the section:

Risk Score Configuration – Click here

To configure Risk Score at the Document Type level, refer to:

Document Type Configuration – Click here

View Documents by Risk Level

Follow the steps below to View Documents by Risk Level:

1. To upload a document, click here
2. Ensure to associate a document type where the Risk Score is configured.
3. Click the View By dropdown located above the folder panel.
4. Select By Risk Level and click Select to apply the view.

   

5. The left panel now groups documents based on their assigned Risk Level categories such as:
   • High
   • Medium
   • Low
   • No Score

   

6. Click Manage Columns from the toolbar.

   

7. In the Available Columns panel, search for Risk level and Risk Score columns.
8. Select the columns and click the + icon to move them into the Selected Columns section.
9. Click Set View and click Save Changes.

   

10. The document grid will now display Risk Level and Risk Score for each document.

    

11. Select the document from the list. Open the Metadata panel on the right-hand side. Scroll to view the Risk fields where the assigned Risk Score and Risk Level are displayed.
    Note: The updated risk information is visible both in the grid and within the document metadata.