Creating Tasks for Remediation
The first step in remediation after an assessment at your organization lies within the Location Items page in Circadian Risk. This feature allows you to create, assign, budget, and actively track remediation of deficiencies located throughout your organization. Ultimately, tasks will allow you to complete a full risk analysis process by identifying, assessing, and remediating deficiencies to reduce risk. This article will explain how to use the Tasks feature within the Circadian Risk platform. Additionally within this page is the capability to re-assess answers from assessments, and accept the risk associated with a deficiency.
For more information on the other ways to triage deficiencies, including re-assessing deficient answers and “accepting risk,” please see Re-Assessing, and Accepting Risk .
Instructions
From the Dashboard, navigate to the sidebar dropdown (three white bars) in the top left of the page
From here, select Action Plan, and under that category, select Items by Status.
On this Items by Status page, a roll up of all items and their statuses found in an organization will be available. This includes: Untriaged, Deficient, Compliant, and Accepted Risk items.
This page also includes filter options, so the ability to filter these items by Item Category, Scenario, Location, and Criticality are also available to digest the organization’s data.
Control points opportunities are also included on this page
This will show out all all the deficiencies within an organization, and the breakdown of where those deficiencies criticalities lie, and how many points each deficiency will be earned back when remediated. For this example, there are 1,100 high criticality, 1,800 medium criticality, and 355 low criticality deficiencies in this organization.
Red = high criticality, worth 3 points per deficiency remediated
Yellow = medium criticality, worth 2 points per deficiency remediated
Gray = low criticality, worth 1 point per deficiency remediated
Once a specific item has been identified that is needing further action, the specific deficiencies can be identified by hovering over the item name, where a “view” button will appear on top of that item’s name. A drawer will open from the right side of the screen. A user can use the “more” button under each question and see responses, descriptions, recommendations, criticalities, and if any questions have been assigned to a task already or not.
The user will next select which questions will have a task created for them. To do so, the user can use the check mark circle to the left of the question that they would like to triage accordingly. This will open up the create a task modal.
The user will be brought to the Create Task with Deficiency screen, where the user will be able to input specific information for triaging the task that will be remediated, including:
Title for the Task
Adding the task to a project
Task Description
The deficiency that is going to be triaged in the task
You are able to pull in the option for consideration information from the notes made by the assessor during the assessment (if applicable) with the information under the title FROM ASSESSMENTS
You can pull triage information from the option for consideration lobby that has been established at the organization level under FROM LIBRARY
Set your own custom triage information
Whether you select from assessment, from library, or create custom option, the next steps will include filling in the information for triaging the selected deficiency. Below is a depiction of if the “custom options for consideration” flow was chosen, where you can add task action details/information such as:
Principal action
Initial Cost
Ongoing Cost
Time Estimate for Completion
Quantity (which will multiply all the numbers added in the different sections by that numbers),
Due Date
Assignee (This assignee will receive an email once the task is created to let them know they have something to take care of.)
Once All the criteria for triage has been built out, you can select “Create Task” at the bottom of the task creation experience, and the system will create the task.
To access the task page and the specific task that was just created, as well as all tasks that have been created for an organization, select the top left app navigation, and under Action Plan, select Tasks.
From this page, you can edit, modify, and manage each of the tasks you have created, which will be covered in this guide here.
For more information on the other ways to triage deficiencies, including re-assessing deficient answers and “accepting risk,” please see Re-Assessing, and Accepting Risk .