How do I add, edit or delete Action Priorities in the Admin Portal?

Adding, editing and deleting action priorities

Action priorities are used to prioritize and organize actions in Certainty. You can add, edit and delete them in 'Manage Actions - Action Priorities'. 

Action priorities are indications of the urgency or severity of actions and findings required by auditors such as ‘High’, ‘Medium’ or ‘Low’. They are part of the ‘Add/Edit Action’ form in the Mobile App and Admin Portal.

To add an action priority:

1. Go to ‘Manage Actions – Action Priorities’ to open the action priorities table.
2. Click on the green ‘Add’ button to open the ‘Add Action Priority’ form.
3. Give the the action priority a name.
4. Click ‘Save’.

To edit an action priority:

1. Go to ‘Manage Actions – Action Priorities’ to open the action priorities table.
2. Find the row of the action priority you want to edit and click on the ‘Options’ menu on the right side of the row.
3. Select ‘Edit’ top open the ‘Edit Action Priority’ form.
4. Change the name.
5. Click ‘Save’.

To delete an action priority:

1. Go to ‘Manage Actions – Action Priorities’ to open the action priorities table.
2. Find the row of the action priority you want to delete and click on the ‘Options’ menu on the right side of the row.
3. Select ‘Delete’.
4. Confirm that you want to delete the record.

Notes

• If actions are associated with an action priority you are not able to delete it.

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