QCQ Configuration
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      QuoteCQ: How To Configure risk assessment

      QuoteCQ features a comprehensive Risk Assessment module with an organized, seamless process for identifying and managing risk. The module is configurable to your company-specific protocols and requirements

      To configure/edit Risk Assessment, expand the left sidebar and choose 'Configuration.'

      Select 'Risk.'

      Risk_1.png
      1. To add a New Risk Category, click the '+' next to Risk Categories.
      2. Enter the pertaining information and ensure it is marked 'Active.'
      3. Choose 'Save.'
        Risk_2.png
      4. To edit an existing Risk Category, double-click into any cell.

      Note:Editing and adding Risk Managers and Risk Reason Codes - follow the same instructions above.