Incident Insights’ actions feature allows users to determine where to prioritise their risk management efforts by adding a sticky note to the elements that need improving. In this guide, we’ll show you how to add actions and how to link existing actions to an element.
Adding an action to an element
Step 1: In your diagram, double-click on a barrier, threat, consequence, or event.
Step 2: In the Element Description box, click the Actions button.
Step 3: Click + Quick Add to create one or multiple actions.
Step 4: Fill in the necessary details for your action, including the description and date. Once done, click Save.
Step 5: Your new action will appear in the Actions Window. Click Close.
Your element with an action will have a yellow sticky note:
Step 6: To further edit your action, repeat Step 2. Then, click on the Action.
Step 7: You will be redirected to a new tab within the Action Register. Here, you can make necessary edits to your action. To learn more, click on our Action Register guide.
Linking an existing action
Step 1: In your diagram, double-click on a barrier, threat, or consequence.
Step 2: In the Element Description Box, click Actions.
Step 3: In the Actions Window, click Link.
Step 4: In the Link Existing Actions window, select the action/s you wish to link to the element. Click Save.
The linked action will now appear in the Actions Window of the element: