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Creating Corrective Actions

Learn how to create and configure corrective actions.

Creation Methods​

During Inspection​

Create while performing an inspection:

  1. Mark element as failed
  2. Click Add Corrective Action
  3. Fill in details
  4. Continue inspection
  5. Action saved with inspection

From Inspection Results​

After inspection complete:

  1. View inspection results
  2. Find failed element
  3. Click Create Action
  4. Configure and save

From Item Details​

For any item:

  1. Open item details
  2. Go to Corrective Actions tab
  3. Click Create Action
  4. Fill in details

Standalone Action​

Not tied to inspection:

  1. Go to Corrective Actions
  2. Click Create Action
  3. Select related item
  4. Fill in details
  5. Save

Action Details​

Required Fields​

FieldDescription
TitleBrief description of issue
ItemWhich item has the issue
PriorityUrgency level
AssigneeWho will fix it

Optional Fields​

FieldDescription
DescriptionDetailed explanation
Due DateWhen should be resolved
CategoryType of issue
InspectionLink to related inspection
ElementSpecific failed element

Setting Priority​

Priority Guidelines​

PriorityWhen to Use
CriticalSafety hazard, compliance risk, operational impact
HighImportant but not immediate danger
MediumShould be addressed, but can wait
LowMinor issue, improvement opportunity

Priority Considerations​

Consider:

  • Safety implications
  • Compliance requirements
  • Operational impact
  • Cost of delay
  • Available resources

Assigning Actions​

Individual Assignment​

Assign to specific user:

  1. Click Assignee field
  2. Search for user
  3. Select user
  4. User receives notification

Team Assignment​

Assign to team or role:

  1. Click Assignee field
  2. Select Team tab
  3. Choose team
  4. Any team member can claim

Location-Based​

Auto-assign based on location:

  1. System checks location rules
  2. Suggests default assignee
  3. Confirm or change

Self-Assignment​

Assign to yourself:

  1. Click Assign to Me
  2. Immediately assigned

Setting Due Dates​

Manual Due Date​

  1. Click Due Date field
  2. Select date
  3. Optionally set time

Automatic Due Date​

Based on priority rules:

PriorityDefault Due Date
CriticalSame day
High3 days
Medium7 days
Low14 days

Due Date Considerations​

Consider:

  • Priority of issue
  • Availability of assignee
  • Parts or materials needed
  • Access to item
  • Organizational policies

Adding Details​

Description Best Practices​

Good description includes:

  • What the issue is
  • Where specifically on item
  • How it was discovered
  • Why it needs attention
  • Any attempted fixes

Example:

Fire extinguisher gauge shows pressure below acceptable range.
Located in Building A, Floor 2, near emergency exit.
Discovered during monthly inspection.
Requires professional service to recharge.
Do not use until serviced.

Categorizing Actions​

Use categories to organize:

  • Safety
  • Maintenance
  • Compliance
  • Quality
  • Operational

Adding Attachments​

Attach supporting files:

  1. Click Add Attachment
  2. Select file or take photo
  3. Add description (optional)
  4. Upload

Attachment types:

  • Photos of issue
  • Documents
  • Work orders
  • Vendor quotes

Linking to Inspections​

Automatic Linking​

When created during inspection:

  • Automatically linked
  • Element reference included
  • Inspection data preserved

Manual Linking​

For standalone actions:

  1. Click Link Inspection
  2. Search for inspection
  3. Select inspection
  4. Optionally select element

Benefits of Linking​

  • Context for issue
  • Before/after comparison
  • Audit trail
  • Reporting accuracy

Notifications​

On Creation​

When action created:

  • Assignee notified
  • Email sent
  • In-app notification
  • Dashboard updated

Notification Content​

  • Action title
  • Priority
  • Due date
  • Link to action
  • Item details

Configuring Notifications​

Admins can configure:

  • Who receives notifications
  • Email vs in-app
  • Escalation rules

Bulk Creation​

Multiple Actions from Inspection​

If inspection has multiple failures:

  1. View inspection results
  2. Click Create Actions for All Failures
  3. Review generated actions
  4. Adjust as needed
  5. Save all

Import Actions​

For large-scale creation:

  1. Prepare CSV file
  2. Go to Corrective Actions > Import
  3. Upload file
  4. Map fields
  5. Import

Templates​

Using Templates​

Create actions quickly:

  1. Click Create from Template
  2. Select template
  3. Pre-filled form appears
  4. Adjust specifics
  5. Save

Creating Templates​

Save common action types:

  1. Configure action fully
  2. Click Save as Template
  3. Name the template
  4. Available for future use

Template Examples​

  • Fire extinguisher recharge
  • Electrical repair needed
  • Calibration required
  • Documentation missing
  • Training needed

Validation​

Before Saving​

System checks:

  • Required fields completed
  • Assignee valid
  • Due date reasonable
  • Item exists

Warnings​

System warns about:

  • Due date in past
  • Assignee on leave
  • Duplicate action exists
  • Item already has open action

After Creation​

What Happens Next​

  1. Action saved to system
  2. Assignee notified
  3. Appears in action list
  4. Tracked in reports
  5. Item status may update

Follow-Up Actions​

Consider:

  • Inform relevant parties
  • Update item status
  • Schedule follow-up
  • Document in other systems

Best Practices​

Clear Titles​

Good: "Repair broken safety latch on emergency exit door" Bad: "Door problem"

Appropriate Priority​

  • Don't overuse Critical
  • Be realistic
  • Consider impact

Realistic Due Dates​

  • Account for complexity
  • Consider assignee workload
  • Build in buffer for delays

Complete Information​

  • More detail helps resolution
  • Photos are valuable
  • Link to inspection

Verify Assignment​

  • Confirm assignee appropriate
  • Check availability
  • Consider workload

Troubleshooting​

Can't Create Action​

Check:

  • You have permission
  • Required fields filled
  • Item exists

Assignee Not Found​

Check:

  • User is active
  • User has correct role
  • Try searching different way

Action Not Saving​

Check:

  • All validations pass
  • No network issues
  • Try refreshing page

Next Steps​