From the Modules drop down, navigate to Risk Management and click Activity Register from the sub menu.
To create a new Activity Record, click +Add.
The Record Details section captures basic information, along with which Group(s) have permission to access the record.
Note: The sections you have access to will depend upon your permissions.
The Activity Requirements section can be used to provide an overview of the Activity details.
The Activity section allows you to assign a task to a User/Group, complete the task straight away or skip the assignment of the task entirely.
The Activity Verification section allows you to assign a task to a User/Group, complete the task straight away or skip the assignment of the task entirely.
Assign the task of verifying the Activity to another User/Group. Choose an assignee, specify details about the verification task and assign a due date.
Assign the task of verifying the Activity to another User/Group. Choose an assignee, enter the verification details and specify how many days after the completion of the Activity should the verification task be assigned.
|Skip Verification||Allows for this section to be skipped altogether.|
The Linked Records section allows you to link the Activity Record to any other records to which it relates.
Note: For example, an Activity Record could be linked to a Control to manage and record the ongoing reviews that take place to ensure the Control remains effective.
There is the option to add attachments and notes to the record to provide further details, if needed.
Once all of the details for the record have been entered, click Save.
Should you have any questions or need any support please contact the team at firstname.lastname@example.org or telephone 01206 322 575.