Who is this article for?

   Users who need to prompt tasks within a Control.

   Risk module access is required.

Actions are a great tool to keep on top of your management processes, allowing you to delegate tasks to members of the Control team. This article shows you how to add these.

1. Adding an Action
   1. Video
   2. Steps
2. Further reading

1. Adding an Action

1.1. Video

1.2. Steps

To add an Action:

1. Choose the Control you want to create Actions for.
2. Switch to the Actions tab.

3. Click Add Action.
4. Select Add existing.

5. Tick the box next to the Action(s) you want to add.
6. Click Save.

You will be taken back to the Controls screen where you will see your Actions listed.

Do you need to create a new Action specific to the Control?
You can do this by selecting one of the other available "Add Action" options and following the process for creating an Action!

2. Further reading

• Adding Notes to a Control
• Managing a Control