Adding actions
Get started by assigning actions to your insights, you can do this by clicking on the ‘View Risk’ icon at the end of the row .
Once the card opens in the page, follow these steps:
- Click on ‘Add new action’
- Write the action within the field
- Click on the ‘Add action’ button
You will now have the option to assign a due-date for that specific action along with an owner and also assign a status which can be updated overtime.
- 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 two statuses available to select from, ‘Open’ and ‘Closed’. You can update this at anytime by clicking on the current status and selecting one from the drop-down list.
💡 Tip! You can update the due-date, owner and status of each risk without clicking into the card, in the initial risk register page simply click on these fields within the row and update accordingly.