Task Management

A number of walk throughs that will help you manage the task that form the assessment action plan and maintaining a record of the task and who owns it.

Create a Task
A Task is the Risk Owners Action to deal with a specific Recommendation made by the assessor. It can be made as a preset whilst constructing a Risk Type...
Wed, 18 Oct, 2023 at 4:40 PM
Bulk Update Notes
To make your time using Risk Warden more efficient we have provided a Bulk Action Facility for Allocating, Delegating, Completing Tasks as well as put the s...
Wed, 18 Oct, 2023 at 3:42 PM
Delegate Task (Bulk)
To make your time using Risk Warden more efficient we have provided a Bulk Action Facility for Allocating, Delegating, Completing Tasks as well as put the ...
Wed, 18 Oct, 2023 at 2:07 PM
Completing (Bulk & Single)
To make your time using Risk Warden more efficient we have provided a Bulk Action Facility for Allocating, Delegating, Completing Tasks as well as put the...
Wed, 18 Oct, 2023 at 2:08 PM
Restore a Task
Navigate, using the top navigation bar, to Tasks > Completed Tasks Click the Actions button If you are the Owner of the task you will have the option ...
Wed, 18 Oct, 2023 at 2:08 PM
The Task Job Card
The Task Job Card is created automatically when the Assessor Activates the assessment and contains all the information needed to Inform the Risk Owner of wh...
Wed, 18 Oct, 2023 at 4:50 PM