Exposure Tab

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The Exposure tab in the Matters Edit Mode allows you to record the assessed risk of a matter.

Fields

Set By – The name of the person assessing the risk of the matter.

Assessed Date – The date the risk assessment was performed.

Exposure Low – The monetary amount of the lowest estimate of risk assessment.

Exposure High – The highest estimate of risk assessment.

Exposure Low Foreign – If a foreign currency is being used, the low exposure is converted.

Exposure High Foreign – If a foreign currency is being used, the high exposure is converted.

Type – The classification for the risk exposure.

Optional Fields

The following fields can be added to the grid by clicking the Options button and selecting the fields (the fields also may be reordered to appear as needed on the page):

Conversion Rate – The rate used to convert the amount of the exposure to the currency type of the company.

Currency Type – The currency in which the exposure is expressed.

Buttons

New – Click to create a new item in the grid.

Delete – Click to remove the selected item.

Reports – Click to access any tab-specific reports.

Export – Click to export the current grid contents to Microsoft Excel.

Print – Click to create an instant report of the current grid contents.

Options – Click to select the number of records to display in the list of items.