Risk alert rules

Risk alert rules flag the risks your workspace cares about, by level, by status, or by an approaching due date. A match raises an alert in the Needs attention panel of the workspace risk register (on Risks & issues).

Who can open and manage it: risk.alert_rules.manage (Owner, Admin and PMO by default). Seeing an alert needs permission to view the risk register. Acknowledging one needs permission to log and update risks.

Rule types

Type	Fires when	Condition
Threshold	A risk's level reaches a minimum	Minimum risk level 1 to 25, optionally limited to categories (Technical, Financial, Resource, Schedule, Quality, External, Legal, Security). Empty means any category. Settled risks (Mitigated, Closed) are skipped
Status	A risk moves into a chosen status	One or more of Identified, Analyzing, Planning, Monitoring, Mitigated, Closed, Escalated
Time	An open risk's due date is coming up	Days before due, 1 to 365. Due today matches, overdue does not

Threshold and status rules are checked when a risk is saved. Time rules are worked out whenever the panel is read.

Add a rule

1. Open Settings → Governance → Risk alert rules and select Add rule.
2. Enter a Name (required, up to 200 characters) and optional Description (up to 1000).
3. Choose the Type and its condition.
4. Choose a Severity: Low, Medium, High, Critical, or Use the risk's own priority.
5. Select Add rule.

Manage rules

The list can be searched and filtered by status, type and severity. Per row:

• Edit changes the rule.
• Deactivate stops new alerts. Alerts already raised stay until acknowledged. Activate turns it back on.
• Delete removes it permanently from the list. Alerts it already raised stay, still under its name.

WARNING

A workspace can have at most 50 active rules.

INFO

Critical stored alerts (threshold and status) may also post to configured Teams or Google Chat channels. See Teams & Google Chat. The application does not send email for these alerts. If two people edit the same rule at once, the last save wins.