Link the resources that require an action

An obligation exists because something makes it necessary: a task, a machine, a substance, a work phase. Recording that link makes the obligation traceable to the risk it mitigates.

The action is in the office menu, under Actions, in the submenu of its type.

1. Select the action and open the Requested by tab.
2. Click New and choose the kind of resource to link:
   • Role · Job position · Equipment · Environment · Substance · Work phase · PPE
3. Click Next to see the catalogued items of that kind.
4. Select the ones you need and click Confirm, then Done.

Shown here on a training course: the steps are the same for every action type.

The Requested by tab now lists everything that requires this action.

Tip

Linking an action to a work phase is what allows its effect to be counted in the risk assessment: the action becomes a mitigation measure with an impact on probability and damage.