Risk Management Manual

The Risk Management Manual allows you to organize content from a variety of sources into easy to navigate sections. The Table of Contents can be downloaded. Section contents can be viewed from within any site of your account.

Create a Risk Management Manual

1. Select Risk Management Manual from the Resources menu in the platform navigation bar
   • The manual can only be edited in the primary site of an account
   • Sections must be created before documents can be added to the manual
2. Click New Section to add a section to the manual
3. Enter the desired section name
4. Click the Add button to place documents into this section
5. Select the content source using the dropdown menu in the top-left of the panel
6. Select the desired folder using the Category tree on the left to display available documents on the right
7. Check the box next to the desired documents and click Add in the bottom-left
   • You can click the Section Name link in the table to edit the contents of a section
   • Use the Reorder button in the top-left to organize sections or within a section to organize documents