• To create an Action, you should first click on the green 'Add Action' button. 
• You will now be able to select an Action (either 'Create' or 'Send'), followed by an Object. 
• If you select 'Create' as your Action, the objects available to select from are 'Register - Risk' and 'Register - Task'.

• Selecting either 'Risk' or 'Task' as the Object will open up an 'edit' button to customise the record - should it be triggered by the Rule.

Several Actions can be set for one Rule.

• To add another Action, click the green 'Add Action' button again. 
  • If 'Send' is selected as the Action, 'Email' will be available within the 'Object' drop-down for selection. You will be asked for an 'Email subject' and 'Email Recipient'. 
  • Please note: Only one email address per Action. If multiple email addresses are required, please add more Actions.
• Next, within the email body, enter the relevant text that you wish to send to the email recipient. 

• Before leaving the web page, remember to save your Rule by clicking the green 'Save' button, top-right banner.
• The next article in this series can be found here: 3. How do I add a Rulebase Trigger?