How to · guide 03 of 12 · 6 min read

Workshop round-trip — no licences for risk owners

tab 3 Risk Register · Review copy → edit anywhere → Merge review · free at both ends

The people who actually know the risks — the geotech lead, the commissioning manager — are exactly the people who will never install risk software or buy a seat. So the review copy is not an app: it's a single self-contained HTML file that opens in any browser, offline, edits in place, and saves itself back. No account, no licence, nothing sent anywhere.

  1. Put an owner on every risk. The Owner column on 3 Risk Register is what scopes the round-trip — each owner gets a copy containing only their risks.
  2. Export the review copies. Click Review copy and pick an owner (or All risks). Tick Blind elicitation — hide current values to blank the current estimates so they can't anchor anyone — cells left empty keep the existing value on merge. Email each downloaded file out. Review copy menu listing per-owner export buttons and the blind elicitation checkbox
    One button per owner, scoped to their risks — and the blind-elicitation switch for unanchored estimates.
  3. The owner edits in their browser. They open the file anywhere — site laptop, home machine, no network — and adjust probability, min / likely / max, post-mitigation values, and leave a comment per risk. Elicitation guardrails flag incoherent entries as they type: probabilities outside 0–1, "100% is a certainty, not a risk", min above likely, zero-width ranges. Then one button: Save & send back, which downloads a returned copy to email back. The standalone review-copy file: an editable risk table with guardrail warnings and a Save & send back button
    What the risk owner sees: their risks, editable cells, live sanity checks — a web page, not an install.
  4. Merge the returns — change by change. Back in the app, Merge review → pick the returned file. Every proposed change lands in a review card — Risk · Field · Current · Proposed, each row ticked — and nothing touches the model until you press Apply selected. Merges are logged to the model history and print in the report's inputs audit. Review received card listing proposed changes with current and proposed values, each with a checkbox, and an Apply selected button
    The facilitator stays in control: untick anything, then apply. The audit trail writes itself.
  5. Track the round on the Workshop board. Once a copy has gone out, the Workshop board card tracks every owner — sent, returned, merged, with a blind badge on blind rounds and a show changes disclosure per merge. The board saves in the Risk File, so the elicitation state travels with the model. Workshop board card tracking each owner: sent, returned and merged dates with change counts
    Facilitator's view of the round: who has their copy, who has returned it, what was merged.
Register-first working. The register is a deliverable before any simulation: Copy pastes it into Excel, CSV ▾ round-trips it as a file, and the Risk Register report on tab 6 generates with no run at all — so the workshop can happen before the schedule is even fit to risk.
Send your first review copy →
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