Within the risk, issue and opportunity management in WeTrack, you have the option to create and track Actions, which are the steps that need to be carried out in order to address the parent risk, issue or opportunity.
In the bottom half of a risk, issue or opportunity details page, in the tabs section, the second tab is named Actions and this is where you can add, view, update, and delete Actions for a particular risk, issue or opportunity. You can also track overdue, upcoming and pinned Actions in MyTrack, and you can click into an Action to view the Action Details Page, which will contain full information about the action.
Actions work in tandem with the Strategy that you have chosen to deal with the uncertainty, and should be targeted towards pursuing that strategy.
To add an Action, you can either click ‘+ Action’ in the ‘Actions’ tab of a risk, issue or opportunity details page; or you can click ‘Add’ in the top right-hand corner of any WeTrack page and click ‘Add Action’. Both options take you to the ‘Add New Action’ modal, where you can input the following information:
First, select the Risk, Issue or Opportunity for which this Action applies. If you have clicked ‘+ Action’ from a details page, this field will be automatically pre-filled;
Title: give the Action a unique title;
Status: Actions can be created as Draft, or as In Progress, Slipped, or Complete. This field lets you track Actions through from creation to completion;
Type: this field relates to the Strategy you are pursuing in dealing with the risk, issue, or opportunity. It will be pre-filled to indicate the Strategy you have chosen but can be changed to any of Avoid, Exploit, Mitigate, Insure, Share, Contingency, or Accept;
Owner: this is the person responsible for completing the action; they will be notified of any changes to it or to the parent risk, issue or opportunity;
Start and Due Date: these optional fields let you pick dates between which the Action will be taken;
Description: this is a free text field which allows you to enter additional information about the action.
Then, simply Save and Close to create the Action. You can also use the Keyboard Shortcuts or the downward-facing arrow to have the option of Saving the Action and going straight to its Details Page, or Saving the Action and adding another straightaway.
You can then track the progress of your Action Step using the ‘Status’ field, selecting whether the Action is ‘In Progress’ (on track and being taken), ‘Slipped’ (falling behind or not happening for some reason), or ‘Complete’ (taken and finished with).