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How to add comments and attachments to a Risk and view its history

Applies to user roles: Account Owner, Manager, User

Available on platforms: Vatix Workspace web app

You can keep the discussion, the evidence and the record of changes with the Risk itself, so anyone reviewing it can see what was decided, why, and who changed what. Every Risk has an activity feed for comments and files, an 'Attachments' tab that gathers all its files, and a 'History' tab that shows each change to its details.

Note: Risk Register is currently available to a limited number of organisations. If you don't see it in your left sidebar, contact your Account Owner. Account Owners can contact their Vatix account manager to find out more.

How to comment on a Risk

  1. Go to 'Risk Register' in the left sidebar.
  2. Click the Risk you want to comment on.
  3. In the activity feed on the right, click 'Add a comment…' and type your comment.
  4. Press Enter or click the send icon.

Your comment appears in the feed with your name and the time, under the date it was posted. The feed stays on screen whichever tab you're on.

How to add a file to the activity feed

Click the paperclip icon in the comment box and select a file. It's added to the feed straight away and also appears on the 'Attachments' tab.

How to delete a comment or file from the activity feed

You can delete comments and files you posted. Account Owners can also delete files other people posted.

  1. Hover over the comment or file in the activity feed.
  2. Click the three dots that appear beside it.
  3. Click 'Delete'. It's removed straight away.

How to add and remove attachments

The 'Attachments' tab keeps every file on a Risk in one place, including files added in the activity feed. You can upload PDFs, Word, Excel and PowerPoint files, JPG and PNG images, text and CSV files, MP4 and MOV videos, and saved emails.

  1. Open the Risk and select the 'Attachments' tab.
  2. Drag your files onto the area that reads 'Drop files here or click to upload (up to 25 MB)', or click it and select them.

To remove a file, click the three dots beside it, click 'Delete', then click 'Delete' again to confirm. You can remove files you added, and Account Owners can remove any file.

How to view a Risk's history

Account Owners and Managers can see a Risk's history.

  1. Open the Risk.
  2. Select the 'History' tab.

The tab lists each change to the Risk's details, newest first: who changed which field, its new value and the time. A change to a rating shows its band and score, for example 'High (12)'. To see older changes, click 'Load more'. The oldest entry records who created the Risk.

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