This article aims to present various best practices regarding the association or modification of your actions.
Table of content
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How to group multiple action registers into one?
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What are the different ways to associate an action with a measure?
2.2. How to transform a simple action to a improvement or building action?
1. How to group multiple action registers into one?
There are several use cases: consolidating an action plan, merging registers, or moving actions in bulk. Here are the steps:
Step 1: Create an action register and name it
Go to Action Plans > Add Plan
Step 2: Export the action registers to merge
Action Plans > Click on the register > Export XLS
Step 3: Create your import XLS
Import the import model
Action Plans > Click on the created register > Import XLS
Copy and paste actions from your exports into the import model.
⚠️ Ensure you select the contents of the "Actions," "Groups," and "Tasks" pages.
⚠️ Check the action group IDs (column F) to ensure no conflicts. If conflicts exist, modify the group IDs in the "Groups" sheet.
Step 4: Import the XLS into the new register
💡 If you make an error, delete the import register, create a new one, correct the XLS errors, and re-import your file.
2. What are the different ways to associate an action with a measure?
2.1. From an action register when creating an action:
See Point 2 "Action settings"
2.2. Via the "Action mapping" option - Change a simple action in an improvement or building action or vice versa.
Action mapping allows you to view and easily modify which measures your actions are linked to.
💡 Associating also allows you to easily change a simple action to a construction or improvement action. You'll need to click "Delete" before associating the action with a measure.
2.3. From the security bases
You can create an improvement or construction action directly from your security bases. Select a perimeter and a policy within that perimeter, then click on the part of the diagram corresponding to the consumed or to-be-addressed measures.
- Improvement Action
By selecting one of your consumed measures, you can create an improvement action to enhance its effectiveness. - Construction Action
By selecting one of your proposed measures, you can create a construction action and choose which register it will be automatically created in.
2.4. From an evaluation (collect actions)
From Contributions > Evaluations > Your Evaluation Name
⚠️ To have the option to collect actions, configure it in the evaluation campaign under Scale > Collect Actions? > Yes
⚠️ This setting is not editable once the campaign is launched.
- Improvement Action: You can add an improvement action by clicking: Add Action or Measure > Action or Improvement > Improve Existing (to create a new improvement action) or Existing Action (to link an existing action to this perimeter).
- Construction Action: You can add a construction action by clicking: Add Action or Measure > Build a Measure > Build New (to create a new construction action) or Link Existing (to link an existing construction action on this perimeter).