Creating a Corrective Action Template for Risk Assessment Integration

Customers who subscribe to both Risk Assessment Management (RAM) and Issue & Action Management (IAM) have the ability to manage corrective actions that stem from a risk assessment within both symplr applications. For the integration to be enabled, please contact your symplr Implementation Specialist or compliancesupport@symplr.com to arrange to have the designated IAM template associated with RAM. Until this association has been completed by the symplr Operations Team, users will not be able to attach corrective action items to a risk assessment question(s). There may only be one IAM corrective action template associated to RAM. Once corrective actions have been created, the template cannot be changed to a different template. However, modifications can always be made to the corrective actions template if needed.

For the Issue & Action Management (IAM) template you want to associate with Risk Assessment Management (RAM) it is recommended to CREATE a NEW Corrective Action template. It is also recommended that you use ‘Risk Assessment’ in the name of this template to allow users to easily identify the template being used for this integration. Creating a new template is beneficial, so that users will only see items specifically relating to a Risk Assessment.