Skip to main content

Tracking Corrective Actions

Monitor progress and manage corrective action completion.

Viewing Actions​

Corrective Actions List​

  1. Go to Corrective Actions in navigation
  2. View all actions
  3. Default view: Open actions

List Columns​

ColumnDescription
TitleAction description
ItemRelated item
PriorityUrgency level
StatusCurrent state
AssigneeWho's responsible
Due DateWhen due
CreatedCreation date

Sorting​

Click column headers to sort:

  • Priority (Critical first)
  • Due Date (Soonest first)
  • Status (Open first)
  • Created (Newest first)

Filtering Actions​

Quick Filters​

FilterShows
OpenNot yet started
In ProgressWork underway
CompletedDone, awaiting verification
OverduePast due date
My ActionsAssigned to you

Advanced Filters​

Filter by:

  • Priority level
  • Assignee
  • Location
  • Item type
  • Date range
  • Category

Saved Filters​

Save frequently used filters:

  1. Configure filters
  2. Click Save Filter
  3. Name the filter
  4. Access from filter dropdown

Action Details​

Viewing Details​

Click on any action to see:

  • Full description
  • Status history
  • Attachments
  • Comments
  • Related inspection
  • Timeline

Status Timeline​

Visual history showing:

  • When created
  • Status changes
  • Who made changes
  • Comments added

Updating Status​

Changing Status​

  1. Open action details
  2. Click current status
  3. Select new status
  4. Add note (optional)
  5. Save

Status Transitions​

FromToWho Can
OpenIn ProgressAssignee
In ProgressCompletedAssignee
CompletedVerifiedManager
AnyClosedManager

Adding Progress Notes​

When updating:

  1. Click Add Note
  2. Enter update
  3. Attach files if needed
  4. Save

Working on Actions​

Starting an Action​

  1. Open action
  2. Click Start or change to "In Progress"
  3. Add any notes
  4. Begin work

Recording Progress​

Document work:

  1. Add notes with updates
  2. Attach photos of progress
  3. Log time if tracked
  4. Update status as needed

Completing an Action​

  1. Finish the work
  2. Document resolution
  3. Attach proof (photos, etc.)
  4. Change status to "Completed"
  5. Await verification

Verification​

What is Verification?​

Verification confirms:

  • Work was done correctly
  • Issue is actually resolved
  • No new problems created

Verification Process​

  1. Reviewer opens completed action
  2. Reviews documentation
  3. May inspect item
  4. Verifies or returns

Verification Options​

OptionWhen to Use
VerifyWork complete, issue resolved
ReturnIssue not resolved, more work needed
CloseIssue no longer relevant

Returning for Rework​

If not properly resolved:

  1. Click Return
  2. Explain what's missing
  3. Action goes back to assignee
  4. Assignee addresses and re-completes

Reassignment​

When to Reassign​

  • Original assignee unavailable
  • Wrong person assigned
  • Need different expertise
  • Workload balancing

Reassignment Process​

  1. Open action
  2. Click Reassign
  3. Select new assignee
  4. Add reason
  5. Save

Reassignment Notifications​

  • Old assignee notified
  • New assignee notified
  • History updated

Due Date Management​

Viewing Due Dates​

Due date indicators:

IndicatorMeaning
GrayDue in future
YellowDue soon (3 days)
RedOverdue

Extending Due Date​

  1. Open action
  2. Click due date
  3. Select new date
  4. Add reason
  5. Save

Due Date History​

System tracks:

  • Original due date
  • Changes made
  • Who changed
  • Reasons given

Overdue Actions​

Finding Overdue​

Quick filter: Overdue

Or filter by:

  • Due date: Before today
  • Status: Not Verified/Closed

Handling Overdue​

  1. Review reason for delay
  2. Contact assignee
  3. Extend date or reassign
  4. Consider escalation

Overdue Notifications​

Automatic reminders:

  • Day before due
  • Day of due
  • Days overdue

Dashboard Widgets​

Corrective Actions Widget​

Shows at a glance:

  • Open count
  • Overdue count
  • Due this week
  • Recently completed

My Actions Widget​

Personal view:

  • Your assigned actions
  • Priority order
  • Due dates
  • Quick access

Reporting​

Action Reports​

Generate reports on:

  • Open actions summary
  • Resolution times
  • Overdue analysis
  • By assignee
  • By location

Key Metrics​

MetricDescription
Open CountCurrent open actions
Resolution TimeAverage time to resolve
Overdue RatePercentage overdue
Verification TimeTime in completed state

Trend Analysis​

Track over time:

  • New actions created
  • Actions resolved
  • Average resolution time
  • Overdue trends

Bulk Operations​

Selecting Multiple​

  1. Check boxes next to actions
  2. Select all with header checkbox
  3. Actions selected

Bulk Actions​

With multiple selected:

  • Reassign all
  • Change priority
  • Extend due dates
  • Export

Comments and Collaboration​

Adding Comments​

  1. Open action
  2. Scroll to comments
  3. Enter comment
  4. Optional: mention users (@username)
  5. Post

Comment Notifications​

Mentioned users receive:

  • In-app notification
  • Email notification
  • Link to action

Discussion Thread​

Comments create conversation:

  • Ask questions
  • Provide updates
  • Share information
  • Document decisions

Attachments​

Viewing Attachments​

  1. Open action
  2. Go to Attachments section
  3. View or download files

Adding Attachments​

  1. Click Add Attachment
  2. Select file
  3. Add description
  4. Upload

Attachment Types​

  • Photos (before/after)
  • Documents
  • Work orders
  • Receipts
  • Certifications

Email Notifications​

Notification Types​

EventRecipients
CreatedAssignee
Status changedCreator, Assignee
Comment addedParticipants
OverdueAssignee, Manager
ReassignedOld & new assignee

Managing Notifications​

Users can configure:

  • Email frequency
  • Which events
  • Digest vs immediate

Best Practices​

Regular Review​

  • Check actions daily
  • Address overdue immediately
  • Update status promptly
  • Document thoroughly

Communication​

  • Keep stakeholders informed
  • Use comments for updates
  • Mention relevant people
  • Respond to questions

Documentation​

  • Photo evidence valuable
  • Note what was done
  • Record materials used
  • Document any issues

Timely Action​

  • Start work promptly
  • Update status accurately
  • Don't let actions stall
  • Escalate if blocked

Troubleshooting​

Can't Update Status​

Check:

  • You have permission
  • Valid transition
  • Required fields filled

Action Missing​

Try:

  • Check filters
  • Search by title
  • Check permissions
  • Contact admin

Notification Not Received​

Check:

  • Notification settings
  • Email spam folder
  • User preferences

Next Steps​