Create RIDAC records from RIDAC by Type page
Create and manage RIDAC records organized by type in Project Workspace.
Before you begin
Role required: it_project_manager
About this task
Use RIDAC by Type page to focus on specific RIDAC record types. Each tab displays only records of that type in a list, making it easy to filter, search, and organize your records.
Procedure
Open a project from the home page of Project Workspace.
For information, see Access the Project Workspace.
Navigate to RIDAC > RIDAC by Type.
Select a tab to view records of that type:
- Risks: View all risk records for the project
- Issues: View all issue records for the project
- Decisions: View all decision records for the project
- Actions: View all action records for the project
- Change Requests: View all change request records for the project
RIDAC by type page.
Select New to create a risk, issue, decision, action, or change request.
You can personalize fields that you want to display on RIDAC list using more actions (
more action icons.\) menu. You can apply advanced filters, sort, or group by fields to the RIDAC list.
On the form, fill in the fields.
For field information, see:
Select the RIDAC record and select Export to download RIDAC record as an Excel or CSV file.
For more information on export RIDAC, see Export RIDAC data from All RIDAC page.
From RIDAC by type page, select Convert to RIDAC (
\) icon to convert a RIDAC record to another record.
For more information, see [Convert one RIDAC record to another for a project in Project Workspace](convert-ridac-project-workspace.md).
Parent Topic:Manage Risk, Issue, Decision, Action, or Request Change (RIDAC)
Related topics
Export RIDAC data from All RIDAC page
Convert one RIDAC record to another for a project in Project Workspace