Automating issue actions

Learn how to automate actions for issues, including how to use automated issues and actions in assessments

Click on Issues & Incidents from the left side panel, and select Libraries.

Find the issue you want to automate an action for from within its library.

The right hand side panel is where an action can be added to an Issue or Incident. Click the + next to Actions.

Enter the Action title as well as a description.

This action will now be linked to this issue/incident when it gets used in the registers.

Issues & incidents can be added to the registers using the below methods.

Issue Actions can also be bulk imported using an Excel spreadsheet.

Click More > Import issue actions.

Issue Actions can only be imported after their related Issues already exist in the system, i.e. if you are importing both issues and their actions, import issues first.

Download the template and fill in the Excel spreadsheet.

Fill in the details.

Issue Name - the name of the issue that your action will be linked to.
Name - the name of your issue action.
Description - a description of your issue action.

Upload the Excel spreadsheet by selecting Browse, select the filled out template and click Upload.

Automating issues and their actions in assessments

Issues can be automated or appear as 'recommended' for assessment responses. If the recommended issues had issue actions in the library, these actions will follow their issues into the registers if the issues were linked to assessment responses.

Head here to learn more about automating issues and actions for Question-Based Assessments (QBAs).

Head here to learn more about automating issues and actions for Requirement-Based Assessments (RBAs).