Instructions, notes or comments can be added to all active tasks, including master tasks and sub-tasks. To add notes or comments to a master task, please follow the instructions outlined below. How to add notes / comments to a master task Select the ...
Instructions, notes or comments can be added to all audits, including master audits, as well as to sub-audits in all statuses, such as: Overdue Rejected Scheduled Cancelled Completed Closed To add notes or comments to an audit, please follow the ...
When an action is assigned to you for completion it will be in either “Scheduled”, “Overdue” or “Rejected” status. The action will display a “Due Date” and you as the “Responsible Person”. Note: The “checklist icon” in the first column is a link to ...
Actions in the yellow “Awaiting Approval” status should be reviewed by the responsible admin and “Approved” or “Rejected”. Workers will not be able to complete any actions in the “Awaiting Approval” status. Once approved, the action will go to “In ...
Actions in the green “Completed” status should be reviewed by the responsible admin and can be closed manually. Once reviewed, actions can be “Closed”. Note: If “Actions Auto-Close” has been set up in the “master audit or task”, actions will close ...