To plan actions to address a risk, follow the steps below:
On the Tasks screen, locate the desired risk. To do this, select the unit in the Organizational Unit field or use the available filters by clicking on Filter:
After locating the risk, click on the Open icon in step 3 Planning to get started:
On the screen that opens, click on the option Create action plan:
Note: If it is not necessary to create an action plan for the Risk, click on the option Justify non-implementation. To learn more about this option, access this article.
By clicking on the Create action plan option, some mandatory fields will appear. They are:
- What needs to be done: in this field, describe the action of the plan;
- Who should do it: select the person responsible for the action;
- Until when: select the deadline to implement the action.
After filling in all the fields as shown in the example below, click the Add button to save the information:
After adding the action, it will be displayed on the right side of the screen with the entered information:
If you want to add more actions, just follow the previous steps. After adding all the desired actions, click the Conclude button located at the bottom right of the screen:
After finishing, the confirmation message below will be displayed:
If you wish to edit the added action, click the pencil icon located at the end of the action. When you click the icon, the action information will be displayed in their respective fields on the left side of the screen, where you can edit them. After finishing the edits, click Conclude to store the information, as shown below:
To delete the added action, click the trash can icon located at the end of the action. Then click the Delete button to confirm the deletion. If you do not wish to delete it, click the Cancel button:
