How to update and manage outstanding risk control actions

An action is a risk control process or plan that arises from answering assessment questions. You can assign actions to employees, add a due date and add comments for more context.

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1. There are two ways to view outstanding Risk Control actions from Assessment reports. To view actions for a specific machine only, click on the red Actions icon. 

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2. To view all machines with outstanding actions click on the Actions page.

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3. Click the Actions button to expand

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4. Here you can assign each risk control to an employee for actioning along with a due date, or you can update their status to not required or complete. 

To assign, simply select the employee from the drop down menu.  

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5. Add a due date for when the task is to be completed. Once saved, an email will be sent to the employee with the details. 

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6. All actions that have a revised due date require a comment to be added. 

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7. To mark an action as completed, tick the Complete checkbox

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8. To mark an action as no longer required, tick the NOT REQ'D checkbox

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9. All actions that are marked not required will require a comment to be added. 

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10. Once changes are complete, click SAVE. 

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11. The outstanding actions will now have been updated and emails will be sent to all employees with assigned actions. 

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