---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Convert one RIDAC (Risk, Issue, Decision, Action, and Request Changes) record to another for a project

# Convert RIDAC records for a project {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Convert one RIDAC record (risk, issue, action, decision, and request changes) to
another, in that order, to retain the record information instead of having to create a new
record manually and to more easily track the issue.

## Before you begin

Role required: it_project_manager

## About this task

When you convert a RIDAC record to another record, the values for the
Short description, Requester, and
Assigned to fields are carried forward.

You can also specify to close the parent record on creation of the new record instead
of manually closing the parent record.

You can also view the consolidated list of all converted RIDAC records using the
View RIDAC related link on the Project form and
View RIDAC in the application navigator of the Project
module.

## Procedure

1. Navigate to ProjectProjectsAll.
2. Select the project for which you want to convert a risk, issue, decision, action, or request change record to another RIDAC record.
3. From the Project form related list, select the risks, issues, decisions, actions, or request changes record to open the form view.
4. Select the Convert to RIDAC related link on the form.
5. **Optional:** On the Convert dialog box, from the Select task type list, select the RIDAC record to which you want to convert the selected record.  
   For example, if you wanted to convert a risk to an issue, you would select Issue.
6. **Optional:** Modify the text in the Short description field, which is copied from the parent record.
7. **Optional:** Change the default assignment copied from the parent record in the Assigned to field by selecting the lookup icon (![Lookup icon]()) and selecting a different user.
8. **Optional:** If you want to close the parent RIDAC record on creation of the new record, select the close parent record option.  
   The label of the close parent record option changes depending on the parent record type. For example, if the parent record is Risk and you are converting it to an issue record, the close record option would appear as Close Risk.
9. Select OK.
{#convert-ridac-for-project__steps_xll_gbc_yjb}
**Related concepts**   

* [Adding RIDAC records for a project](https://www.servicenow.com/docs/D6w0T8d1plkKhqEgohbA4Q "Create a risk record for your project that you can convert to other records during the project life cycle. Track issues and avoid copying relevant details in the related records.")  
**Related tasks**   

* [Associate RIDAC records for a project](https://www.servicenow.com/docs/_W2CTFbaHPvia2bFs_JmUQ "Link existing RIDAC records (risks, issues, actions, decisions, and request changes) to one another for your project. Associating RIDAC records with each other enables you to keep a record of risks or issues and their outcome for analysis at project closure and planning. It also helps to track the risks and issues throughout the project life cycle.")

*[\>]: and then