How to Use Risks

Risks are events that can impact your project objectives. No project is risk-free, but risk-based testing helps you apply risk management best practices to balance quality, features, budget, and schedule.

TestMonitor’s risk feature helps you organize testing to reduce product risk at go-live. You can define risks early in your project, track progress and readiness, and reuse tests to see which risks are mitigated. By thinking through risks upfront, you can prevent issues for end-users and deliver a higher-quality product.

Before You Begin

Make sure your project has the risk feature enabled.

Risks Overview

The risks page shows a list of all the risks identified for your project. Click Define in the navigation menu and select Risks from the submenu. 

Add a Risk

If you want to create a new risk, click the green Add Risk button in the top right corner of the risks overview page. A popup will appear where you can fill out the various fields of the risk you are documenting. This includes: 

• Classification: In this dropdown menu, you will be able to choose from three standard options for risk classifications (it’s possible to customize risk classification options to fit your project needs): 
  • Low
  • Medium
  • High
• Name: Choose something to the point that will summarize the risk you’ve identified for your project.
• Description: This is an optional field where additional information about the risk can be added. This will help people new to the project understand the details of the risk you’ve identified.
• Tags: Below the description field, you will see a + More option to click. Clicking this icon provides you with an additional way to organize your risks using tags. You can add one or more tags to the risk.

If you have defined custom fields for risks, they will show up here when the Show on Form option is enabled. You can manage your custom fields for risks in the Custom fields section in the project settings.

Click Add in order to create the risk and to return to the risks overview page.

Update a Risk

You can edit your risk to update information or add tags.

1. On the risks overview page, click the code or the right arrow button to see the risk detail page.
2. Hover over a field and click the pencil edit icon. Save any changes made to a field.

Related Test Cases

To give substance to your risks, you will probably start to design test cases. Your test cases can be assigned to one or more risks. When you open a risk, you can see the related test cases for that risk on the test cases section.

Delete and Restore Risks

To delete an individual risk: 

1. Open a risk detail page and click the three dots in the top right corner.
2. Choose Delete and confirm you want to delete this risk.

If you deleted a risk by accident, you can easily restore the data. 

1. Click the three dots in the top right corner of the risk overview page, and then click on Restore risks. A list of all trashed risks displays.
2. Locate the risk you want to restore and click the arrow button.
3. Click Restore in the confirmation box and the restored risk now displays on the overview page again.

Batch Update Risks

If you want to edit or delete multiple risks, the fastest way is to use the multi-select:

1. Use the check box next to the risk's code to select the risk as part of your batch update. 
2. Select additional risks, as required. To select all, check the box in the table header. 
3. Click the selected button in the toolbar: 
   1. When you select Update, a pop-up box displays. This is where you choose to change the Classification and Tags for all selected risks. 
   2. When you click Delete all the selected risks will be deleted.