Managing Actions

Understanding Actions
The Actions section consolidates all the actions assigned to users – be it for Observations, Incidents and/or Audits. Use the filters provided to narrow dow...
Wed, 28 Dec, 2022 at 2:26 AM
Updating status of Actions
Click on an Action card. The form will appear on the right side of the page. If you are using the mobile app, the form will open in a new screen.  Sc...
Wed, 28 Dec, 2022 at 2:27 AM
Adding a New Action
Actions can be added for Observations, Incidents and/or Audits. To add a new action, you will have to follow the appropriate steps as defined in Reportin...
Thu, 19 Mar, 2020 at 5:06 AM
Editing an Action
Assigned actions that in Open status can be edited by the Head of Safety or the Administrator. However, the editing is restricted to a few form fields and a...
Wed, 28 Dec, 2022 at 2:27 AM
Deleting an Action
Hovering over a card will provide you with 2 options – Edit and Delete – depending on the permissions and access rights assigned to you by your Administrato...
Wed, 28 Dec, 2022 at 2:28 AM

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