---
sourceDocument: Yokohama Account Lifecycle Events
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Account Lifecycle Events

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Create a risk signal

# Create a risk signal {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Create a risk signal to identify any risk or issues that can occur during the engagement lifecycle.

## Before you begin

Role required: sn_acct_lc.ale_success_agent

## About this task

Risk Signals and Issues are used to record and manage risks associated with an engagement so that appropriate actions can be taken. Risks may have different degrees of severity and need to be evaluated before they are
addressed. For example, an external system may flag missing information to the customer success manager who may address the issue using an internal play. If the risk is low in impact, the customer success manager may decide
to accept the risk and proceed with the engagement.

## Procedure

1. Navigate to WorkspaceCSM/FSM Configurable Workspace and select the List icon.
2. Navigate to the Customer SuccessAll Risk Signal and Issue Records and click New.
3. On the form, fill in the fields.  
   {#account-lifecycle-create-risk-signal__table_olw_rwv_zbc__entry__2}

   | Field | Description |
   |-|-|
   | Number | System generated unique number for the onboarding case record. |
   | Account | The account number of the enterprise customer associated with the account. |
   | Engagement | Select the engagement record to which the risk signal is related. This is a mandatory field. |
   | Reported by | The internal team member who reported this risk signal. |
   | Assigned to | The key internal team member responsible for handling this risk signal. |
   | Squad | The team supporting this account for achieving both value and success. |
   | State | State of the risk signal. This can be: * New * Active * Canceled * Closed {#account-lifecycle-create-risk-signal__ul_xcb_gmw_zbc} |
   | Priority | Priority of this risk signal in comparison to others. This can be: * Critical * High * Medium * Low * Very Low {#account-lifecycle-create-risk-signal__ul_zth_ymw_zbc} |
   | Due date | Date by which the risk signal should be addressed. |
   | Risk or issue | Indicate whether this is a risk or an issue. |
   | Category | This field is set to Health declined by default. It is applicable for risks and risk occurrences created using the Monitor engagement health agentic workflow. |
   | Short description | Enter a short description for this risk signal. This is a mandatory field. |
   | Watch list | Select the users who should be notified of any updates to the risk signal. |
   | Watch notes list | Select the users who should be notified of any updates to the worknotes. |
   | Description | Enter a description for this risk signal. This is a mandatory field. |
   | Work notes | Any internal notes regarding this risk signal. |
   | Creation method | The origin of the risk signal. This can be: * AI generated * Manual * Automated * Integration {#account-lifecycle-create-risk-signal__ul_fv1_ny1_1cc} |
   | Table | Select the table used by the risk signal record. |
   | Source record | Select the source record from which the risk signal originated. |
   | Scope | Indicate whether this risk signal is related to customer success or onboarding. This can be: * Onboarding * Adoption * Expansion * Renewal {#account-lifecycle-create-risk-signal__ul_ank_zy1_1cc} |
   | Probability | The probability that this risk may occur. This can be: * Very high * High * Moderate * Low * Very low {#account-lifecycle-create-risk-signal__ul_z1y_2z1_1cc} This is a mandatory field. |
   | Contracts impacted | The contracts impacted by this risk or issue. |
   | Products impacted | The products impacted by this risk or issue. |
   | Engagement risk definition | Select the applicable engagement risk definition. See [Setup the engagement risk definition](https://servicenow-prod.fluidtopics.net/HDAdix5dzB0wXcajpM~iOg "Use the engagement risk definition to configure the metrics required to define the risk signals for an engagement.") for details. |
   [Table 1. Risk signal form]

   {#account-lifecycle-create-risk-signal__table_olw_rwv_zbc}
4. Click Save to create a new risk signal.
{#account-lifecycle-create-risk-signal__steps_cqm_tbx_zbc}

*[\>]: and then