Accessing Tasks - Actions and Incidents – Arctic Intelligence

Platform: Risk Assessment

Applies to: User roles; e.g. Standard and Approver

The purpose of this feature is to manage all 'actions' from a central location.

Use actions to stay on top of activities required to improve your risk assessments and/or close compliance gaps.

Note: 'Actions' is a term encompassing Actions, Incidents, Issues, and Findings.

The Actions and Incidents page lists all actions that are not closed. To view closed actions, use the Status filter and select the Closed status.

New actions can be created from within the Risk Assessment or from the Actions and Incidents page.

Existing actions can be linked to the Risk Assessment's Risks, Controls, and Report pages.

Creating an action

Open the risk, control, or report in the assessment > assessment unit.
Find the Actions section and use the:
1. New button () to create a new action; or
2. Link button () to link to an existing action
Complete the details in the popup window
Press Add or Save finish.

Title - enter a title
Description - enter a description, such as the action required
Resolution - enter a resolution when it is ready to be closed
Type - select the type: Action, Finding, Incident, or Issue
Status - defaults to "Open" and can be changed to In-Progress, On Hold, or Closed
Created - displays the creation date and creator; cannot be edited
Priority - set the priority; defaults to "Low" and can be changed to Medium or High
Owner - set an owner; the owner is sent reminder notification emails
Due Date - select a due date
Related links - displays the risks, controls, and/or reports it is linked to
Comments - additional space for extra commentary

Find specific actions using the Search function, or the column filters on the Actions and Issues page.

To export actions to CSV use the Export button () at the upper right.

To edit an action use the Edit button () in the last column.

To view the audit trail for an action open the action menu () and select Audit Trail.