Perform workflow on risk assessment
- Last UpdatedMar 05, 2026
- 1 minute read
The workflow actions that you can perform will depend on the access you have been granted in the dynamic configuration.
Perform workflow
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In the Details view, click the Workflow icon in the upper-right corner.

A list of workflow actions display.
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Select an action to perform.

The Workflow dialog appears.
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Review the Summary section that this is the action you want to perform.
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If signatures are required, sign in the Signatures section
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If a message is required, write a message in the Send to Co-worker section.
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Click Perform workflow.
