Administering the Application (Server 5.0)

You probably wish to customize the application for your organization. This is accomplished through several administration pages.

Accessing the Administration Pages

Select the gear-shaped icon in the top right hand corner of the screen and then select Manage Apps. The Risk Register application menu appears in the left-hand navigation panel with these links:

Each link is described below.

Getting started

This page appears when you install the application, and it describes the various steps you must undertake to get started. It is primarily a prompt to remind you to configure the pages described below.

Risk Registers

A risk register is a collection of risks associated with a project. This page displays all of the risk registers in your server instance.

Add a register

Clicking on the "Add a register" button brings up the following panel that enables you to add a risk register to a project:

Selecting the automatic configuration option directs the system to set up the issue type, screens, and workflow needed by risk register. It is recommended that you use this option unless you are very familiar with how risk register works. This automatic configuration will not overwrite any existing issue types, screens, or workflows that you have set up.


Risk exposure is calculated on the risk matrix using the impact and probability of the risk (see below). It might also be called the level of risk. This page defines the exposures available, and usually contains values such as Low, Medium, High, etc. This controls what options are presented in the cells on the risk model (see below). Using the links supplied, you can add, remove, or rename the levels of risk.

Add exposure

Clicking on the Add exposure button brings up the following panel that enables you to add an exposure to the list:

The foreground and background colors enable you to control the appearance of risks on the risk matrix. The description is available on this page and also on the risk matrix display page. See Viewing Risk Registers and Matrices.

Risk model

This page defines the risk model used to assess the exposure (level of risk) for each risk you create. The model is in the form of a matrix. The axes are Impact and Probability, while the cells define the exposure.

You can add, delete, or insert new rows and columns by hovering over the gray arrows:

You can modify the labels used for the impact and probability levels by clicking on the labels:

The exposure level in a cell may be changed by clicking on that cell:


This page enables you to set up the Jira components necessary to run the application. There are six tabs:

  • Fields
  • Issue type
  • Screens
  • Controls
  • Treatment
  • Workflow

Each is described below.


This tab lets you configure the application-specific fields. For a description of each field, see Creating and Editing Risks. Clicking on a field opens the Jira custom field configuration page (see Configuring a custom field).

Issue type

This panel enables you to select which issue type is used to represent risks.

Selecting Create issue type will create a new issue of type Risk. Selecting Manage issue type opens the Jira issue type configuration page (see Adding, editing, and deleting an issue type).


This panel enables you to define the screens that the application uses for creating, editing, and viewing risks.

Clicking on Create, Edit, or View reveals a list of fields. Clicking on the associated slider control enables or disables each field for that screen:

Clicking on Configure screen opens the Jira screen configuration page (see Defining a screen).

Clicking on Create screen scheme will create the screen scheme that the applications requires to function correctly. It will not interfere with existing screens. Clicking on Manage screen schemes opens the Jira screen scheme configuration page (see Associating a screen with an issue operation).


This panel enables you to configure the behavior of certain application controls. The first option determines whether empty cells on the risk matrix are filled with gray or with the appropriate risk color. The second option determines whether Impact or Probability is on the horizontal or vertical axis. Click the Flip button to swap the axes.

The final option determines whether a drop-down or a slider control is used to specify risk values on the creation and edit screens.


This panel enables you to nominate an issue link type that defines how treatments are connected to risks. When this relationship is defined, treatments will appear beneath risks on the risk register page (see Viewing Risk Registers and Matrices). If you select None, then treatments will not appear on the risk register page.

Clicking on Manage issue linking opens the Jira issue linking configuration page (see Configuring issue linking).


This panel enables you to select which issue type is used to represent risks.

Selecting Create workflow type will create a new issue of type risk_workflow. Selecting Manage workflows opens the Jira workflow configuration page (see Working with workflows).


This page describes the third-party software components used by the application.

Release notes

This page provides all recent release notes for the application.


This page links to the Frequently Asked Questions list.

Get support

Clicking on this link opens up the ProjectBalm support portal, which allows you to search our knowledge-base and also raise a service request.