Query precedents

Precedents may be created on queries that have been resolved in order to assist Risk Management team members with the resolution of future queries. This information is not available to non-Risk Management personnel

All query precedents that have been created can be accessed by Risk Management Team members under the Risk Management Menu.

On this report, you can:

• Click the green “edit” icon to view the query precedent summary
• Click the blue binoculars to link directly to the query record.

The binoculars will be disabled (grey) if:

• The query was marked as confidential and you do not have privileges to view it
• The query has been deleted

You can also view a query precedent when working on a query by navigating to the Resolution menu and clicking the “Edit/View” precedent button

Precedents can only be recorded against a query that has been resolved. To add a precedent:

• Locate and access the relevant query
• Navigate to the Resolution screen on the query sub-menu
• Click “Add precedent”
• Add the synopsis and a summary of the resolution
• Click “Add”

Precedents can only be edit from the precedents report by Risk Management Administrators.

• Navigate to the Query Precedents report
• Click the “edit” icon
• Update the details as necessary and click the “Save” button

If you created a precedent for a query that you previously work on, you will be able to edit it.

• Locate and access the relevant query
• Navigate to the Resolution screen on the query sub-menu
• Click “View/Edit precedent”
• Edit the synopsis and/or summary
• Click “Save”

Precedents can only be deleted by Risk Management Administrators

• Navigate to the Query Precedents report
• Click the “delete” icon and confirm the action