Sometimes an “Action” may need to be added to an “Audit” after it has been completed and reviewed. An extra “Action” can be raised within the sub-audit. To create an extra action linked to the sub-audit, please follow the instructions outlined below. ...
If there are any issues or shortcomings identified when conducting an “audit”, an “action” can be raised. The “action” may be set as “mandatory” or “optional”. Note: If the action is set as mandatory, the audit form will not be able to be submitted ...
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 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 ...
Searching for an Action Click on the “Action” tab in the menu header: Use the filters on the left hand side. Note: These filters are designed to narrow down your search criteria and find the information you need quickly. Action Title: Enter the ...