Approval Setup on One Risk Assessment

Instead of using the default risk assessment approval setup described above, you can set up Risk Assessment approval on a Risk Assessment record.

If you set up approval on a Risk Assessment, that setup takes precedence over the default approval setup.

To create an approval setup on a Risk Assessment

1. On your role center, search for and select the Risk Assessments list.
2. Open a Risk Assessment card.
3. Select Related > Approval Setup in the ribbon.
4. Follow steps 3-5 in the test case above, describing the default approval setup.