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Raise Corrective Actions on tasks that require additional attention
Raise Corrective Actions on tasks that require additional attention

Find out how to set up, manage and monitor Corrective Actions in the guide (Standard Plan only)

Amy Dignon avatar
Written by Amy Dignon
Updated over a week ago

What are Corrective Actions?

We realise there are times where tasks aren’t completed quite to standard. Maybe the temperatures for your fridges are too high or perhaps you need to replace a broken piece of equipment. Our Corrective Actions feature allows your team to simply add actions to tasks, ensuring quick and easy logging and tracking of anything that needs to be followed up.


How do I set up corrective actions?

If you’d like your teams to follow up with corrective actions for certain tasks, you’ll need to make sure you’ve set this up in the task editor for each task. There are two places you can set up actions:

  1. Via the options field in a record log

Tick the ‘Require action’ box beside any option that might need an action created if selected.

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2. When setting out of range answers to have actions

Tick the ‘Require action’ box when setting out of range warnings.

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Note: Ticking either box won’t automatically raise an action - this will simply allow your teams to be able to raise an action when they come to complete their tasks.


How do I raise Corrective Actions?

All Corrective actions will need to be raised from the Complete tasks page. If your teams select an answer that allows for a corrective action to be added, the option to raise a Corrective Action will appear

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An action editor will then appear upon clicking the ‘+Raise corrective action’ button. The action editor automatically pulls through the question that it was raised from but you’re able to edit this. Here you can also add details of what follow up actions are needed, including a photo.

Note: At the moment you’re only able to upload one photo as part of action.

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You can then select when the corrective action needs to be completed by. This can be due by a single day or over several days.

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Once the action is created, it’ll appear in your Trail alongside your other tasks. You can get a full view of all your actions using our task reports feature - more information on this below.

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Can I edit actions that have already been raised?

If someone has started to work on the action, this action cannot be edited. However any action yet to be worked on can be edited - simply click on the ‘Corrective action raised’ within the task to edit the action details.

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This will bring up the action editor where you can adjust the Title, description or due date.

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Where can I see any actions raised?

Any admin level user can view all actions in their Reporting page, under task reports. Simply select the ‘Actions’ filter to view these. As with all task reports, you can narrow down your search by date, sites and status.

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Note: You won’t be able to view tasks and their associated actions together as you can view either Tasks or Actions.


Will actions affect our scores?

Yes, Actions will count towards your scores data which means they will be scored based on whether they are completed on time, late, or missed altogether, just like all your other tasks.

More information on how scores work here.

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