Doc Summary 
How to take a workshop through its five stages: Define, Score, Review, Treatment and Monitor.
Applies to: Workshop managers and members · Module: Workshops
How Stages Work #
A workshop moves through five stages in order. The workshop manager changes the stage on the Edit Workshop tab, and the Stages tab shows the form for the current stage. You can go back to an earlier stage if a mistake was made.
To move on, select the next stage in the Stage field and save.
Define #
At the Define stage you choose the risks the workshop will work on. Open the workshop and select the Stages tab. Use the plus icon to create a new risk, or the link icon to pick existing risks from the Risk Universe.
Workshops work best with new risks that are not yet in a register, scored or actioned. To create one, select the plus icon, enter a Summary and the Divisions, then select the blue tick.
The risks now appear under Define Risks.
Score #
At the Score stage each risk has its own scoring section. Only the scoring factors chosen when the workshop was set up appear.
For the Inherent score (no controls in place), select an Impact and a Likelihood, and add a Score Rationale explaining why the score fits. Here, Major and Likely give 16.
For the Residual score (with controls in place), do the same. Here, Moderate and Possible give 9.
Select Save, or the pencil to save and stay on the workshop.
Review #
The Review stage lists each risk with the scores it was given, so the group can check them before agreeing treatments. Select a risk to open its full details.
Treatment #
At the Treatment stage members suggest mitigation plans, vote on them, and the manager adopts the best ones. See Workshop Risk Treatment Plans.
Monitor #
The Monitor stage shows the adopted plans. From here you add actions and escalate the risks to a risk register. See Workshop Escalating Risks to a Register.
