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Reviews and Assurance Tasks

Centralised task management for risk reviews and control assurance with task sidebars.

Written by James Ross

Overview

The Reviews & Assurance tab centralises all review and assurance tasks across your risks and controls. It provides a task data table, task sidebars for execution, and edit sidebars for quick updates.

Accessing the Tasks Tab

Quick Steps

  • Navigate to Risk Manager

  • Click the Reviews & Assurance tab

Task Data Table

The table displays all active review and assurance tasks with the following columns:

  • Task — task title

  • Type — Risk Review or Control Assurance

  • Related Item — the risk or control the task relates to

  • Assigned To — the user responsible

  • Due Date — when the task is due

  • Timing — on time, due soon, or overdue

  • Task Status — Active, In Progress, Completed

  • Item Status — the status of the related risk or control

  • Health — health indicator of the related item

  • Actions — available actions

The table supports search and CSV export.

Current Task Card

Each risk and control detail page displays a current task card in the overview panel:

  • Shows task title, due date, assigned to, status chip, timing chip

  • A View task button opens the task sidebar

  • A compact task strip is also shown in the Reviews tab of the detail page

Task Card States

  • Active task — shows "Start Review" or "Start Assurance" button

  • In Progress task — shows "Continue Review" or "Continue Assurance" button

  • Draft item — shows "Scheduled after activation" with expected first review date

  • Missing task — shows "Missing" status (red) with a Recreate task button

Task Sidebar

Clicking "View task" opens a sidebar with full task details:

  • Task title, related item, assigned to, due date, status, timing, instructions

  • An auto-completion notice explaining that the task will be completed on sign-off

  • For Active tasks: a Start Review or Start Assurance button

  • For In Progress tasks: a Continue Review or Continue Assurance button

Edit Details Sidebar

You can quickly update risk or control details without leaving the page:

  • Click Edit details on a risk or control detail page

  • The sidebar opens with pre-populated fields

  • For risks: Title, Owner, Business Area, Risk Type, Categories, Review Cycle

  • For controls: Title, Owner, Business Area, Category, Type, Effectiveness, Review Cycle

  • Make changes and click Save

  • Changes are reflected on the detail page without a full page reload

Risk Assessment Sidebar

For risks, you can edit the full assessment from a dedicated sidebar:

  • Click Edit assessment or the assessment panel on a risk detail page

  • The sidebar opens with: Inherent Likelihood, Inherent Impact, Residual Likelihood, Residual Impact, Treatment

  • All fields show current values

  • The score preview updates in real time as you change selections

  • Click Save — the assessment panel and rating cards update with new scores

Overview Panel

Both risk and control detail pages display an overview panel at the top showing:

  • Risks: title, status, owner, business area, scores, health, current task

  • Controls: title, status, owner, business area, category, type, effectiveness, health, current task

Further Information

For risk reviews and sign-off, see Risk Details. For control assurance, see Control Details. For exporting task data, see Exporting Risks and Controls.

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