To create a new risk action group

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The creation of Action Groups provides a means of combining related Action Type records under one overarching heading; thus, their collective deployment in response to particular compliance-focused scenarios can be achieved in an efficient and consistent manner.


The procedure to create a new risk action group is as follows:

  1. Navigate to Quick Menu > Actions > Configuration > Configure Action Groups. The Configure Action Groups window is displayed.
  2. Click on New Action Group 1. All fields are activated ready for data entry.
  3. Enter a Description for the action group into the field provided e.g. Gas Safety and Certification, Water Hygiene Verification, etc. 2.
  4. Using the Work Template Category drop-down field, multi-select the prescribed SOR subsets that are applicable to actions within this group heading 1.
  5. Using the Companies drop-down field, multi-select all companies relevant to the operating boundaries of this action group, or choose the All option, as required.
  6. Choose an Effective from date for this new action group i.e. the date on which the classification heading came into effect 3.
  7. Choose an Effective to date if the action group is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the classification heading will be continually valid.
  8. Click on Save. The new action group appears in the alphabetical list.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Action Group button is inactive.

2 System validation rules ensure that the description entered for each new action group is unique for the effective period.

3 The Effective from date defaults to the current system date and cannot be left blank.


See related topics...

Risk action administration overview

To assign accreditation dependencies to a risk action group