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Assessment Wizard - Actions
Beth avatar
Written by Beth
Updated over 4 years ago

The Actions section is Optional, and can be used to record one or more actions relating to the risk assessment you are creating.

For example, you may want to create a Review & Publish action. Once set up, this type of action can be sent to another system user via email, asking them to review and publish the assessment that you have made. The user that receives the action can then click on a link in the email to view your assessment and publish it on your behalf.

To add an action, click on the Add Action button.

This will display an Add New Action window that comprises of five section tabs:

  • Details – This is where you set the main details of the action

  • Actionee – This area is where you nominate the person(s) to carry out the action

  • Attachments – Here you can add attachments to support the action

  • Completion – This section is used when completing the action by the Action Owner

  • Action History – This displays when and whom created and completed the action

The first step of a new action is the Action Details section.

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