This procedure allows you to add, view, edit, and delete actions pertaining to the risk.
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In the Portfolio Risk Details panel, click the Action Items tab. The existing action items appear.
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By default, the last selected risk appears in the Risk ellipsis. To change the risk, click the Risk ellipsis in the green parameter bar and select the required risk.
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You can customize the view of the action items from the view settings.
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Click the Insert Row icon to add a new action item.
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Enter the below information:
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ID: Type a unique ID of the action item.
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Description: Type the description of the action item.
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(Optional) Owner Email: Type the email address of the risk owner.
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(Optional) Due Date: Select the date when the action item is to be implemented on the risk.
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(Optional) Click the ellipsis to select the required values in the below fields:
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Priority - The priority of the action item implementation. The available values are listed below:
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H - High
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L - Low
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M - Medium
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Status - Status of the action item. The available values are listed below:
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CLS - Closed
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DFT - Draft
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OPN - Open
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Click the Save icon.
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To edit the existing action item, update the information and Click the Save icon.
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Click the Delete Row(s) icon to delete a selected action item.
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