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Consolidate Actions

Before You Begin

This topic assumes that at least two actions have been added to the selected strategy.

Steps

1. Access Risks and Actions.

   Note: In the Risks and Actions workspace, in the grid, only items in the left column can be consolidated. Depending on whether you want to consolidate actions, if needed, select to switch the column positions.

2. Select the check box in the card for each action that you want to consolidate, and then select .

   The Consolidate Actions window appears.

   

3. Select the radio button next to the action that you want to supersede the other(s), and then select Consolidate.

   The superseded action(s) now appear(s) in the Consolidate Actions section of the expanded action card for the superseding action, and the superseding action's card now contains a button.

   Note: The superseded actions are now archived.

   

   In the Consolidate Actions section, in the Name column, you can select the link to access the details of the action.

   

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