How to create a Risk Profile assessment in the External Risk and Compliance Management Solution on the Phinity Platform?

This article will take you through the process of creating a Risk Profile assessment in the External Risk and Compliance Management Solution on the Phinity Platform

On the welcome page, click on the "Assessment Management" tile, as seen in the screenshot below:

You will then be directed to the screen below:



You will click on the "Risk Profile Assessment" tile, and be navigated to the screen below:



You will then click on the "Add Risk Profile Assessment" button, and be navigated to the below screenshot:


You will complete all the information required and then click the "Save" button in the bottom right corner, as shown in the below screenshot:



Once you have clicked on the "Save" button, your Risk Profile assessment will be created, and you will be directed to the below screen:



You have now successfully created a Risk Profile Assessment in the External Risk and Compliance Management Solution.

Kindly contact support@phinityrisk.com for any additional assistance required.