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Corrective Actions Overview

Manage follow-up tasks when inspections identify issues.

What Are Corrective Actions?

Corrective actions are tasks created to address issues found during inspections. When an inspection reveals a problem, a corrective action ensures:

  • The issue is documented
  • Someone is assigned to fix it
  • Progress is tracked
  • Resolution is verified

When Are Corrective Actions Created?

Automatic Creation

Corrective actions are automatically created when:

  • An inspection fails
  • A critical element fails
  • Specific conditions are met (configurable)

Manual Creation

Create corrective actions manually:

  • During an inspection
  • After reviewing results
  • From item details
  • Standalone (not tied to inspection)

Corrective Action Workflow

Basic Flow

Issue Identified → Action Created → Assigned → In Progress → Completed → Verified

Status States

StatusDescription
OpenNewly created, not started
In ProgressWork has begun
CompletedWork finished, pending verification
VerifiedConfirmed resolved
ClosedNo longer relevant

Key Concepts

Priority Levels

PriorityDescriptionExpected Response
CriticalSafety risk, must fix immediatelySame day
HighImportant, fix soon1-3 days
MediumShould address1 week
LowMinor issueWhen convenient

Assignment

Each action is assigned to:

  • A specific user
  • Or a team/role
  • With optional due date

Due Dates

Due dates help ensure timely resolution:

  • Set based on priority
  • Can be adjusted
  • Triggers reminders
  • Appears in reports

Where to Find Corrective Actions

Corrective Actions List

Corrective Actions Page

  1. Go to Corrective Actions in main navigation
  2. View all actions
  3. Filter by status, priority, assignee

On Items

  1. Open item details
  2. View Corrective Actions tab
  3. See actions for that item

On Inspections

  1. Open inspection results
  2. See related corrective actions
  3. Create new actions if needed

Dashboard

Widget shows:

  • Open actions count
  • Overdue actions
  • Recently completed

Permissions

Who Can Create

  • Anyone performing inspections
  • System (automatic from failures)
  • Managers and admins

Who Can Edit

  • Action creator
  • Assignee
  • Managers and admins

Who Can Complete

  • Assignee
  • Managers and admins

Who Can Verify

  • Managers and admins
  • Original inspector (if different from assignee)

Corrective Action Components

Required Information

  • Title/Description
  • Related item
  • Priority
  • Assignee

Optional Information

  • Due date
  • Category
  • Detailed description
  • Attachments
  • Related inspection

Attachments

Support for:

  • Photos of issue
  • Documents
  • Before/after images
  • Work orders

Integration with Inspections

Failed Inspections

When inspection fails:

  1. Failure recorded
  2. Corrective action created
  3. Assigned based on rules
  4. Item status updated

Inspection Elements

Link actions to specific elements:

  • Which check failed
  • Expected vs actual
  • Photos from inspection

Re-Inspection

After resolution:

  • Perform new inspection
  • Verify issue resolved
  • Link to corrective action
  • Complete action if passed

Benefits

For Organizations

  • Ensure issues are addressed
  • Track compliance
  • Document resolutions
  • Prevent recurring issues

For Managers

  • Visibility into open issues
  • Monitor team workload
  • Prioritize resources
  • Track metrics

For Inspectors

  • Clear follow-up tasks
  • Document their work
  • Close the loop on issues

Reporting

Corrective Action Reports

Track:

  • Open vs closed
  • Average resolution time
  • Overdue rate
  • By priority
  • By location
  • By assignee

Trend Analysis

  • Issues over time
  • Resolution efficiency
  • Recurring issues
  • Improvement metrics

Configuration Options

Automatic Creation

Configure when actions are auto-created:

  • On any failure
  • On critical failures only
  • Based on element type
  • Based on item type

Default Assignment

Set default assignees:

  • By location
  • By item type
  • By failure type

Due Date Rules

Set due dates automatically:

  • Based on priority
  • Based on item type
  • Based on failure type

Best Practices

Creating Actions

  1. Be specific about the issue
  2. Set appropriate priority
  3. Assign to capable person
  4. Set realistic due date
  5. Attach supporting documentation

Managing Actions

  1. Review regularly
  2. Follow up on overdue
  3. Verify completions
  4. Document resolutions
  5. Look for patterns

Closing Actions

  1. Confirm work completed
  2. Verify issue resolved
  3. Document resolution
  4. Consider follow-up inspection
  5. Close the action

Next Steps