Action Items FAQs
Find quick answers to the most common questions about Action Items in Libryo Assess.
What are action items and what types are there?
Action items track tasks arising from your assessment and compliance work. Every action item has one of three types:
- Administrative: general organisational tasks.
- Corrective: fixes noncompliance found in an assessment.
- Certification: updates to audit protocols, such as citations, wording or answer options.
How do I create an action item?
For organisation or entity level items (Admins only), click Action Items in the top-right navigation bar and click + New Action Item. For question level items, open the question inside the assessment. Enter the details, choose a type, assign users, and click Create. See How to Manage Action Items.
I have completed the action but I still receive overdue emails. Why?
Overdue reminders depend on the status of the action item in Assess, not on whether the work has been done. If the status is still Assigned, the item is treated as open. Once the work is finished, update the status in Assess as well, for example to Submitted.
I received an overdue email but I can't see the action item. Why?
You may not have access to the item, or it may have been assigned to you by mistake. Contact your ERM project manager or Organisational Admin and forward the reminder email so they can identify the action item, organisation and project.
Can I delete an action item?
Deleting action items is limited to Admins, and only the person who assigned an action item can delete it. Deleting it permanently removes its attached evidence files.
How do I export action items?
Open the Action Items dashboard, use the filters to narrow the list, click Export Data, and choose an Excel download or a data link. See How to Export Corrective Actions.
An action item isn't behaving as I expect. What should I tell you?
Email support.assess@erm.com with the action item name, the assessment and entity it belongs to, what you expected to happen and what happened instead. A screenshot or screen recording helps us resolve it faster.
Still need help?
Email the support team at support.assess@erm.com. To help us resolve your query faster, include your organisation name, a screenshot or screen recording, the browser or device you used.