1. Quick Edit a Portfolio Risk Action


1. To quick edit a Risk ‘Action’ within a Portfolio, click the ‘Risk Management’ tab from the left side bar of the page. Once done, navigate to the ‘Portfolio Risk Register’ and then click the ID of the Portfolio Level Risk that you want to update. 

 

 

2. Once done, you will reach the Portfolio Risk Details. Go to the ‘Actions’ section , and hover over the Action ID of the Item you want to update. You'll see a pencil icon.




3. Click the pencil icon, and you’ll be directed to the Update Action page in a new tab.




4. Add the necessary changes in the Risk Action form. Once done, click the ‘Update Action’ button.





5. Updates done to the Action Tracking Item will then be reflected.