This article will guide you through the process of using Action Items within RAID Items (Risks & other RAID Item types). This new feature allows you to break down complex RAID Items into manageable steps, improving clarity and accountability in your strategic planning and execution. By creating Action Items within a RAID Item, you can assign specific tasks, track status, and ensure a structured approach to resolving issues and mitigating risks.

Action Items on RAID Items follow the familiar Open or Closed status process, allowing you to easily take a stepwise approach to addressing your RAID Item by closing off individual steps.

Important Note: Action Items on RAID Items are currently only supported within the Advanced Amplify Model.

Enabling Action Items on the RAID Item Classification

1. Click on My Account.
2. Select Administration (Only users with Admin privileges will see this menu item).
3. Go to Classifications.
   
4. Create a new RAID Item Classification OR select the existing RAID Item Classification to which you want to add Action Items.
   
5. Enable the Tasks checkbox.
   
6. Save your RAID Item Classification.

Mapping Custom Fields to Action Items

Map your Custom Field to the Action Item Classification following the instructions in How to create custom fields and make them visible to users

Interacting with Action Items

Interacting with Action Items on RAID Items require Update permissions to RAID Items. Additionally, to interact with them on the Schedule you require Schedule Update access.

Adding Action Items

Once your RAID Item is created you are able to add Action Items directly on the RAID Item.

1. Open your RAID Item either in a side sheet, or by going directly to the Edit page for the RAID Item.
2. Click the New Task button.
   
3. Name your Task.
4. Repeat until you have added all your Action Items.
5. 
6. Save your RAID Item.

Editing Action Items

You can edit existing Action Items directly on the RAID Item or through the Schedule.

RAID Item

1. Open your RAID Item either in a side sheet, or by going directly to the Edit page for the RAID Item.
2. Update any of the fields on your Action Items.
3. Save your RAID Item.

Schedule

1. Ensure RAID Items are enabled under the Filter button.
2. Edit the fields in the different columns for the Action Item.
3. Save your Schedule.

OR

1. Ensure RAID Items are enabled under the Filter button.
   
2. Right click on the Action Item.
3. Select Edit.
   
4. Make your edits.
5. Click Update.
   
6. Save your Schedule.

Deleting Action Items

You can delete existing Action Items directly on the RAID Item or through the Schedule.

RAID Item

1. Open your RAID Item either in a side sheet, or by going directly to the Edit page for the RAID Item.
2. Right click on your Action Item.
3. Select Delete Task.
   
4. Save your RAID Item.

Schedule

1. Ensure RAID Items are enabled under the Filter button.
2. Right click on the Action Item.
3. Select Delete Task.
   
4. Save your Schedule.