To assign an accredited team to a risk action group

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The resource teams able to fulfil all actions linked to a specific group can be identified as part of the overall definition record, therefore controlling the subset of teams / members that can be nominated when progressing a combined subset of actions. By design, all teams that are aligned to the same accreditation types will be displayed automatically; the end user is then free to assign an 'effective' date (denoting the point from which the team becomes active) and also the 'default' status (signifying the team with overall primary responsibility for related actions), as appropriate.


The procedure to assign an accredited team to a risk action group is as follows:

  1. Navigate to Quick Menu > Actions > Configuration > Configure Action Groups. The Configure Action Groups window is displayed.
  2. Select an action group from the alphabetical list, or enter its name into the Search for Action Groups field. By default the list is filtered to show Current action groups. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All 1.
  3. Click on Teams. The Teams tab is activated, displaying those teams that are aligned to the same accreditation types in the Action Group Teams grid.
  4. Double-click on a desired entry to reveal the Action Group Team Details window.
  5. Where the team is to be identified with overall primary responsibility for undertaking actions within this group heading, activate the Default attribute 2.
  6. Choose an Effective from date for this accredited team mapping i.e. the point at which the required competency to fulfil actions pertinent to the group heading was awarded to the team 3.
  7. Click on Save. The defined team attributes are displayed in the Action Group Teams grid.


Note

1 The Search for Action Groups field will match against any element of the action group description.

2 Only one team can be assigned as the default for a specific action group within a single company; where an existing team already has this setting the end user will need to reaffirm one or the other.

3 Once the assigned Effective From date is reached, the team will be automatically set to Active status.


See related topics...

Risk action administration overview

To assign accreditation dependencies to a risk action group

To create a new risk action group