Managing your actions
You can manage all the actions that you have assigned to your risks in the ‘Actions’ tab. Instead of having to click through each of the individual risks, make all the following updates through this tab:
- Action - Update the wording of your action by simply clicking on text, the field will become available for you, once you have finished making your changes just click off the field.
- Due Date - Update or assign a due date to your action by either clicking on the date and typing the updated date or click on the calendar icon, this will present you with a calendar, where you can select the relevant date.
- Owner - Update or assign an owner to your action by clicking on ‘Unassigned’ or the current owner name, this will present you with a drop down of users to select as the owner. If the individual you are looking for is not listed, it’s possible they have not yet been added to the platform, please reach out to your Customer Success Manager to get them onboarded to the platform.
- Status - There are three statuses available to select from, ‘Not Started’, ‘In Progress’ and ‘Completed’. You can update this at anytime by clicking on the current status and selecting one from the drop-down list.
- Delete Action - You can delete an action by clicking on the bin icon at the end of the row. Please note: You are unable to restore an action once it has been deleted, you will have to create a new action if you wish to add it again.