Create an Application & Activities

Create an Application & Activity

If your organization currently has a Portal application, it's recommended the activity referenced in the instructions below is also created in the portal for use by the Plan Owner role.

To create an application and activity:

1. Click theicon in the top bar > Applications in the Application Management section.
2. Click Create Application.
3. Enter Risk Response in the Name field.The Create Application page.
4. Click Create to display the Edit Application page.
5. Click Create an Activity.
6. Enter Risk Response Plans in the Name field.The Edit Application page.
7. Click Create.

Create an Action

If creating this activity in a portal, one view for all plans in both the Active and Pending Update workflow states may suffice. In this case, these views would use the Plan Owner forms.

To create a new action:

1. From the Edit Application page for Risk Response, click the Risk Response Plans activity.
2. Click Add Action.
3. Enter Create Risk Response Plan in the Action Name field.
4. Ensure Create Object is selected in the Action Type dropdown menu.
5. Select Risk Response Plan from the Object Type dropdown menu.
6. Ensure Default Form is selected in the Define Form to Show When Creating New dropdown menu.
   The Actions section of the Edit Activity page.
7. Click Create.

Create a Form View

To create a form view:

1. From the Edit Activity page for Risk Response Plans, click Add View.
2. Enter Draft Plans in the Name field.
3. Select Risk Response Plan in the Object Type or Assessment dropdown menu.
4. Select Draft in the Workflow States dropdown menu.
   The Views section of the Edit Activity page.
5. Click Create.
6. Repeat the above steps to create two equivalent views for the Active and Pending Update workflow states.

Create a Report View

Note that the following report is not required in the Portal application.

To create a report view:

1. From the Edit Activity page for Risk Response Plans, click Add View.
2. Enter Plan Status Report in the Name field.
3. Select Company from the Object Type or Assessment dropdown menu.
4. Select Active in the Workflow States dropdown menu. Note that the Draft workflow state may also be selected.
5. Select Report in the View Action dropdown menu.
6. Select Company - Risk Response Plan Tracker in the Define Report to Show dropdown menu.
   The Views section of the Edit Activity page.
7. Click Create.

Add Roles to the Activity

Note that only the Plan Owner role is required in the Portal application.

To add roles to the activity:

1. From the Edit Activity page for Risk Response Plans, click Add Roles.
2. Search for and select Risk Team in the Roles field.
   The Roles section of the Edit Activity page.
3. Click Add Roles.