Creating a risk summary group

  1. Select Asset Management > Advanced Asset Management > Risk Management.
  2. Click Create Risk Summary Group.
  3. Specify this information:
    Name
    Specify a name for the risk summary group.
    Data Source
    Select the source for the risk information.

    You can select Current Risk Results or Risk History. If you select Current Risk Results, the risk summary group will use the most recent risk information for the selected assets. If you select Risk History, the group will use the results from a selected risk history record.

    Risk History
    If you selected Risk History in the Data Source list, specify the risk history that you want to use here.
    Asset Groups
    Add each asset group you want to include in the risk summary group to the grid.
  4. Click Save.