Action Introduction

• Creating and Saving an Action

  • Details Tab

  • Action Review / Effectiveness Tab

  • Documents Tab

  • Links Tab

  • Navigating Between Action Tabs

• Search/Filter

• Editing and Saving Action Details

  • Convert to Control

• Deleting an Action

• Exporting Actions

Action Details Tab

• Accessing the Details Tab

• Viewing Configured Fields

• Field Descriptions

Action Review / Effectiveness Tab

• Accessing the Action Review / Effectiveness Tab

• Action Review

Document Tab

• Accessing the Documents Tab

• Viewing Documents and URLs

• Editing Documents and URLs

• Downloading Documents

Links Tab

• Accessing the Links Tab

• Viewing Linked Records

  • Viewing Linked Risks

    • Which Risks Are Displayed?

    • Filtering Linked Risks

  • Viewing linked Incidents

    • Which Incidents Are Displayed?

    • Filtering Linked Incidents

  • Viewing Linked Controls

    • Which Controls Are Displayed?

    • Filtering Linked Controls

  • Viewing Linked Hierarchies

    • Filtering Linked Hierarchies

• Add New Link

• Deleting Linked Records

• Deleting Hierarchy Links

• Navigating to Linked Records

• Viewing Confidential Records

Converting Actions to Controls

• Converting the Action

• Converting from Risk and Incident records

Action Settings

• Action Code

• Action Performance

• Action Status

• Action Category

• Action Priority

• Field Configuration

• Register Configuration

• Custom List

• Standard Role

• Notification Template

• Notification Triggers