Note: The Risk-related term ‘Occurrence’ is configurable and may be different on your system.

Add an Occurrence Action from the Risk Page:

  1. From the Main Menu, select Risks | Work with Risk Records.

  2. The Risks List is displayed.

  3. In the Risks List, click the Risk that you want to add an Occurrence Action to.

  4. the Risk Page is displayed for the current Risk.

  5. On the Risk Page, click the ‘Occurrence’ tab.

  6. The ‘Occurrence’ tab details are displayed.

  7. On the ‘Occurrence’ tab, click the ‘Actions’ tab.

  8. The ‘Actions’ tab details are displayed.

  9. On the ‘Actions’ tab, click the ‘New Action’ icon on the Occurrence (Actions) tab.

  10. The ‘New Action’ popup window is displayed.

The ‘New Action’ popup window

The 'New Action' popup window

Remove an Occurrence Action

  1. In the Action List, click the ‘Delete’ icon next to the Action that you want to remove.

  2. A ‘Confirm Delete’ dialog is displayed.

  3. In the ‘Confirm Delete’ dialog, click the OK button to remove the Action.

  4. Check that the Action is no longer displayed in the Action List.

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