Once you are familiar with the basics of the Kanban board the main advantage of using it is the ability to create and comment on issues outside of model viewer. Users can access all of the issues information without loading a 3D Model. Here we'll cover the following features of the Kanban Board:
How to open the Kanban Board
How to group Risks cards
How to filter the Kanban Board
How to interact with individual cards
SafetiBase Risk Management features
How to Open the Kanban Board?
In 3D Repo, you have two ways of opening the Kanban Board.
Option 1: From Issues & Risks
Click on the Issues & Risks tab in the Teamspaces window
In the drop-down menu select the Teamspace, Project and Model/Federation containing the risks you want to see
Select Risks
How to Group Risks Cards
You can rearrange your risk cards by changing the grouping type. Select any of the following from the drop-down menu in the Group By:
Level of risk & Level of mitigated risk UNSET, Very Low, Low, Moderate, High, Very High
Category to identify the risk from a customised list
Mitigation Status Unmitigated, Proposed, Agreed (Partial), Agreed (Fully), Rejected, Void
Owner to group the risk by its owner
Created By from the jobs list ie. Architect, Client, MEP Engineer & etc.
How to Interact with Individual Cards?
Drag & Drop
Quickly update Risk fields. Select the risk you wish to update, drag it all the way to the corresponding category and drop it in. The message 'Risk updated' on the lower right will pop up.
Note that you cannot drag & drop risks that are grouped by Level of Risk. This is because the calculated value is based on your input for both Risk Likelihood and Risk Consequence.
Text on Hover
Hover over the risk Title or Description to see the full text.
View on Model
To review the risk in the 3D Model, click on the View on Model icon. A new browser tab will open and load the 3D model in the viewer with the corresponding risk.
From the Risk card
The Edit Risk window after opening a risk
Open the individual cards
Simply click on the card you wish to open and press the X button to close it.
SafetiBase Risk Management Features
3D Repo's Kanban board allows you to raise project risks and make full use of the SafetiBase feature for real-time collaboration. Here's a list of things you can do via Kanban Board:
Create a risk edit/clone risks and view other risks
Comment on Risks view/add comments, add a markup, tag a person and quote comments & resources
Attach a Risk Resource files and links
SafetiBase Card Options for further functionalities such as creating Risk reports and downloading risks data