At the worksheet level, you can review a complete list of Recommended/Preventive Actions in multiple ways.
- Risk Management Suite.
You can view the cumulative history for all records related to a particular worksheet from its Risk Management Suite. From there, click the Recommended Actions button to display all Recommended/Preventive Actions, whether in progress or completed, for the entire worksheet.
Results are grouped by record for easy traceability. Click on headers such as Status or Responsible Person’s Name to filter and customize the view.
From here filter results by clicking the header titles of interest. For example
- Record/Row-Level Action History
Alternatively, you can view the history for a single record by clicking the context menu (three dots) at the end of the row within the worksheet. Select Recommended Actions > History to display the history for that specific record only.