> ## Documentation Index
> Fetch the complete documentation index at: https://docs.covianalytics.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuration

> Customise CORE's lists, categories, and notification settings to match your organisation's requirements.

## Overview

The Configuration page is where administrators tailor CORE to your organisation's specific terminology, categories, and workflows. Found under **Settings > Config Page**, it controls the dropdown lists, scoring scales, and notification rules used throughout the platform. Changes made here are reflected immediately across all relevant modules.

## How to use it

### Module tabs

The page is divided into tabs, each corresponding to a module or feature area within CORE:

<Frame>
  <img src="https://mintcdn.com/covianalytics/aRJy3M6EhtVatNya/images/configuration.png?fit=max&auto=format&n=aRJy3M6EhtVatNya&q=85&s=8d6868efaae296aca7d8b57444aa937f" alt="Configuration page showing module tabs, configurable list buttons, and settings" width="2560" height="1600" data-path="images/configuration.png" />
</Frame>

* **Risks** — Risk categories, likelihood scales, impact bases, and scoring definitions.
* **General** — Organisation-wide settings shared across modules.
* **Controls** — Control types, effectiveness ratings, and testing schedules.
* **Actions** — Action priorities, statuses, and completion criteria.
* **Indicators** — Key risk indicator thresholds and measurement units.
* **Risk Events** — Risk event categories and severity classifications.
* **Reporting** — Report types, sub-types, and classification taxonomies.
* **Gift** — Gift and hospitality categories and thresholds.
* **Conflicts of Interest** — Conflict sources, types, and response options.
* **Complaints** — Complaint categories and resolution types.
* **Policy** — Policy categories and review cycle definitions.

### Configurable Lists

Within each tab, you will see a set of blue buttons representing the configurable lists for that module. For example, under the **Risks** tab you will find:

* **Risk Categories** — The categories available when classifying a risk (e.g. Operational, Financial, Strategic).
* **Likelihood** — The likelihood scale used in risk assessments.
* **Impact Basis** — The basis on which impact is measured.
* **People Impact / Brand Impact / Regulatory Impact** — Separate impact dimensions for multi-criteria scoring.
* **Impact Units** — The units of measurement for quantitative impact values.
* **Forecast Impact** — Settings for forward-looking impact estimates.
* **Impact Value** — Predefined impact value ranges.
* **Business View RAG** — Red/Amber/Green thresholds for business-level risk views.

Click any blue button to open the list editor, where you can add, rename, reorder, or remove items.

### Settings Page

Below the configurable lists, each tab may include a **Settings Page** section. For example, the Risks tab includes **Risk Assessment Notifications**, which controls whether and when users are notified about risk assessment deadlines, overdue reviews, or score changes.

Adjust these settings to match your organisation's communication preferences and escalation procedures.

## Tips & Tricks

<Tip>
  Before making changes to a configurable list, check whether the values are already in use. Renaming or removing a list item may affect existing records that reference it.
</Tip>

<Warning>
  Changes to configuration take effect immediately and apply to all users. Coordinate with your team before modifying scoring scales or category lists, especially during active assessment periods.
</Warning>

<Note>
  If you add a new item to a list (e.g. a new risk category), it will appear in the relevant dropdowns across CORE straight away. There is no need to restart or refresh — users will see the new option on their next page load.
</Note>

For managing who can access configuration settings, see [User Management](/admin/user-management). For how these settings affect specific modules, refer to the relevant log pages: [Risk Incidents](/incidents/log), [Complaints](/complaints/log), [Conflicts of Interest](/conflicts/log), and [Reporting](/reporting/log).
