Create and publish a risk assessment

Before you begin

A risk assessment brings together your organization's recorded risks, controls, and supporting document records into a reviewed PDF. Check that you are in the correct organization and that its records are ready for review. The assessment does not read document file contents or require completed setup findings.

Start and review an assessment

1. Open Documents, then select Generate risk assessment.
2. Choose the Assessment date and select Start assessment.
3. In Details, review the company name, date, scope, and introduction.
4. In Risks and ratings, review every category, including Uncategorized and any inactive categories shown. Complete missing inherent and residual likelihood and impact ratings.
5. In Controls overview, review control details, results, and supporting relationships.
6. In Summary, review the program overview and conclusion. Use Preview report content to inspect the report before selecting Generate PDF.

Generating the PDF saves an Approved copy in Documents. After processing, Alice can search the report, and all authorized Alice users in your organization can ask about it. Review the report before selecting Generate PDF.

Use Continue to accept each step. Continue applies reviewed risk and control edits to live records, not just the report. Scope, introduction, and conclusion are report text. Change risk-to-control or control-to-document links in the normal Risks, Controls, or Documents pages, then update the assessment.

Save and return

Select Save and exit to save your draft and return to Saved assessments. Use Resume assessment to continue later. Accepted steps show checkmarks, but later changes can make them need review again.

Discard draft does not undo edits already applied to live risks or controls by accepting a step. Review the confirmation before discarding.

Resolve changes and blocked steps

If Compliance program updated appears, review the changed records and select Update assessment. Resolve any source conflicts using the choices shown, then review affected steps again. Keeping saved draft values does not apply them to live records until you accept their step.

If another save has made your page outdated, use Reload current assessment and check the saved values before repeating an action. Missing ratings, unresolved conflicts, or unaccepted steps can prevent PDF generation; follow the messages on Summary.

View the finished PDF

After selecting Generate PDF, you can leave and return from Saved assessments while publication runs. When ready, select View PDF or Download PDF. The report is also saved in Documents as a Risk Assessment with an Approved file version. Alice can search it after document processing finishes.

The published report captures the reviewed information at generation time. Later changes to live records do not rewrite it. Review its conclusions before sharing; a generated report is not a certification or independent audit opinion.

If publication fails

Use Retry publication when offered. If the message identifies unsupported text or report limits, follow its correction guidance; a frozen report may require a new assessment. Avoid repeatedly starting new assessments for a temporary delivery failure. If the published document has been removed, the completed assessment does not regenerate it.