Create an action item in the risk response task

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create multiple strategies with various action items for each risk response task. Action items help you to understand and focus on specific steps needed to manage risks.

    Antes de Iniciar

    Role required: sn_risk_advanced.ara_assessor

    Por Que e Quando Desempenhar Esta Tarefa

    Action items are specific, granular tasks defined within a risk response task to address and manage risks effectively. They’re elevated from the broader risk response task and can be assigned to different users to ensure that the required response plan is executed. Action items can be created and defined when the risk response task is in either the Draft state or the Work in Progress state.
    Nota:
    You can create risk response action items for all types of risk response tasks except for Risk acceptance tasks.

    Procedimento

    1. Navigate to All > Risk > Risk Workspace.
    2. Select the task Task icon. icon.
    3. Open a risk response task for which you want to add an Action item.
    4. Select the Action items related list.
    5. Select New.
    6. On the form, fill in the fields.

      For a description of the field values on the Create New Action Item form, see Create New Action Item form.

    7. Select Save.
    8. To send the action item to the assignee, select Send to Assignee.
      The action item moves to the Assigned state.