What are Issues?
Issues help you capture findings, gaps, or nonconformities identified during risk assessments, then assign ownership and set deadlines. To make sure all necessary steps are taken to resolve the issue, you can create and track tasks.
Use Issues when you want:
A central list of findings across risk assessments
Clear ownership (assignee) and accountability (approver)
Deadlines and reminder emails
Corrective actions linked to the issue for traceability
A. What you can do with Issues
Create issues with category, severity, description, assignee, approver, and deadline
Link issues to one or more Risk Assessments
Link existing Tasks or create new Tasks during the issue creation
Add attachments and comments to document evidence and progress
Track status from Open to Completed using an approval step when an approver is set
Use built in reporting: Key Issue Categories, Issue Severity Profile, and Open Issues over past 12 months
Filter and search issues to find what you need quickly
B. Where to find it
Option 1: From the Risk Assessments landing page
Go to Risk Assessments
Select Issues (Beta)
Use this when you want to see all issues across all risk assessments, use filters, and review reporting widgets.
At the top of the Issues tab you can filter by:
Search: “Title, assignor or assignee…”
Status
Show: “Assigned to me” or “Assigned by me”
Issue Category
Issue Severity
Date From and Date To
Reset clears filters
Hide Filters collapses the filter panel
Tip: If you cannot find an issue, select Reset first. Filters are the most common reason issues appear “missing”.
Issues includes quick reporting to spot trends:
Key Issue Categories: most frequent issue categories
Issue Severity Profile: distribution by severity (Minor, Moderate, Major, Critical)
Open Issues over past 12 months: trend of open issues over time
Tip: These widgets reflect the issues visible under your current permissions. If you filter the list, the charts may change to match what you are viewing.
Below the charts, you will see the issues in the list view, with columns such as:
Title
Category
Assignee
Status (Draft, Under Review, Open, Being Approved, Completed)
Severity
Deadline
Row actions: View (eye icon) and Delete (trash icon)
Expand a row to preview details (Description, Additional Details, Actions, Linked Risk Assessment(s))
What the statuses mean in practice:
Draft and Under Review: the issue is not yet active in the workflow (depends on your process)
Open: the issue is active and requires work
Being Approved: someone requested closure and it is waiting for approver decision
Completed: the issue is closed and completed
Option 2: From inside a specific Risk Assessment
Go to Risk Assessments
Open the relevant Risk Assessment
Select the Issues (Beta) tab within the Risk Assessment
Use this when you want to work only on issues related to one specific assessment.
C. How Issues fit with Risk Assessments and Tasks
Use this guide to choose the right object:
Risk Assessment: the evaluation or review you performed. This is where you capture assessment details and context.
Issue: a finding discovered during risk work that needs tracking, ownership, and follow up. Example: “Unauthorized access points.”
Action: a remediation task created to fix or reduce the issue. Example: “Fix CCTV camera direction.”
Best practice:
Create an Issue for the finding
Add one or more Tasks for the work that will resolve it
This keeps your reporting and audit trail clear: the Issue describes the problem, Actions show what was done.
D. How can you create issues and actions?
Step 1: Create Issue
Select Add Issue
Fill in the key fields:
Title: short and specific
Issue Category: helps reporting and filtering
Issue Severity: helps prioritisation and reporting
Issue Description (required): what was found, where, and why it matters
If you create an Issue within the General tab, you need to link it to a Risk Assessment when creating it. You can select one or more risk assessments that this Issue relates to.
Set ownership:
Assignee (required): the person responsible for driving the issue to resolution
Approver (optional): enable only if you require approval before the issue can be completed
Set timeline (recommended):
Set Deadline (date)
At (time)
Send Email Reminder (example: “1 Week Before”)
Select Next to continue.
Notes:
Selecting an Assignee is required to save an issue.
Use Remove deadline if you need to clear a previously set deadline.
If a deadline is set, ensure a Send Email Reminder option is selected.
Reminder recipients depend on your tenant configuration.
Step 2: Add Tasks
Tasks are your corrective actions. They represent the work needed to fix or mitigate the issue. You add them in the second step of creating the issue (A), or you add an issue in the second step of creating a task in the tasks page (B).
A) Create within the Issue
Link To Existing Tasks:
Select one or more actions.
Review the summary chips shown for each selected action (example: assignee, priority, deadline).
Add a new Task:
Fill out the required details
B) Create within Tasks
If you have a task that should be connected to one or more issues, create it within the tasks tab.
In the second step, you can link this tasks to one or more issues.
Tip: One issue often requires multiple actions. Keep actions small and concrete so they can be completed and tracked clearly.
Step 3: Add Attachments
Use attachments to store evidence such as screenshots, logs, exports, or supporting documents.
In Add Attachments, drag files into the upload area or click to browse.
Select Save to create the issue.
E. View, Edit, Delete, and Close an Issue
View an Issue
Select the View (eye) icon in the issues table, or expand a row to see a preview (including linked actions and linked risk assessments)
In the Issue view you can review:
Issue title and Issue ID
Status, Severity, Category
Due Date
Assignor and Assignee
Description
Additional Details
Linked Risk Assessment(s)
Actions
Attachments
Comments
Tip: Use the expanded row preview to scan issues quickly. Open the issue when you need to edit, close, or review evidence.
2. Edit Issue: update as needed and save changes by selecting Update Issue.
Tip: Use comments to document progress updates instead of rewriting the full description every time.
3. Close an Issue
Closing an issue marks it as completed. If an Approver is set, the issue moves to Being Approved and the Approver must choose:
Accept: the issue becomes Completed
Reject: the issue returns for further work (example: back to Open)
Once completed, the issue appears as Completed in the list and reporting.
Tip: Before closing, add a comment summarising what was done and reference any supporting attachments.
4. Delete Issue
You can delete an issue from using the trash icon or using Delete Issue in the Issue Details
Recommended policy:
Delete only for duplicates or mistakes.
Close for real issues that were worked on, so reporting stays accurate.
F. Tasks: Corrective Actions (view, update, remove, delete)
Corrective actions are the Tasks linked to an Issue. They track the work required to resolve the issue.
View corrective actions
Expand the issue row in the Issues table, or open the issue with the eye icon.
In the Tasks section, review linked actions (assignee, priority, deadline, status).
Update corrective actions
Open the issue.
In the Tasks section, open the action record
Update the action fields such as title, assignee, priority, deadline, or status, then save.
Tip: Update action status as work progresses. This provides visibility without changing the issue description.
Remove an action from an Issue (unlink)
Use this if the action is no longer relevant to the issue, or was linked by mistake.
Open the issue.
Select Edit Issue.
Go to the Add Actions step.
Remove the linked action from the selection.
Save the issue.
Delete a corrective action (delete the action record)
Use this only if the action should not exist at all.
Open the action record.
Delete the action (if your permissions allow it).
Note: Removing an action from an issue unlinks it. Deleting an action removes it entirely.
G. Best practices
Write issue titles that are short and specific (example: “Unauthorized access points in building entrance”).
Always link the issue to the relevant Risk Assessment(s) so the finding keeps its context.
Use Actions for remediation steps instead of writing remediation work inside the issue description.
Use severity consistently across teams (define what severity statuses mean internally).
Add evidence with attachments and add progress notes in comments.
If approval is required, document completion clearly before requesting closure.
H. Troubleshooting and FAQ
1. I cannot save or proceed
Check required fields, especially Issue Description and Assignee.
If a deadline is set, ensure Send Email Reminder is selected.
2. I cannot select an approver
Enable the Approver toggle first, then select an approver.
3. I cannot find an issue I created
Use Reset to clear filters.
Check Status and date filters (Date From and Date To).
4. What is the difference between Close and Delete
Close keeps the issue for reporting and audit history.
Delete removes it (use for mistakes or duplicates).
5. I cannot complete an issue
If an Approver is set, the approver must Accept the closure. Until then, the issue stays in Being Approved.
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