Associate risk signals
Use this option to associate a risk signal with an internal play or a success case.
Before you begin
- Role required: sn_acct_lc.customer_success_agent
- Risk signals, internal plays, and success cases must have been defined.
Procedure
Navigate to the All menu and enter
sn_acct_lc_risk_signal_solution_relationship.listSelect New in the Risk Signal to Solution Relationships page.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Number | System generated unique number for the record. |
| Solution table | The solution you select here’s associated with the risk signal. Select one of the following:- Internal play - Internal play task - Success case - Success case task |
| Solution record | Based on the solution you have selected, choose the internal play or success case for which the relationship is being defined. |
| Risk signal and issue | Select the risk signal for which the solution is being associated. |
Select Submit to create the risk signal to solution relationship.
This enables you to track the risk and view the proposed solutions to address the risk.
Parent Topic:Risk portfolio dashboard