Action

An action records what is being done about a finding. Three kinds appear across the modules:

• Immediate Action — what was done straight away to make the situation safe.
• Corrective Action — what is done so the problem is properly resolved.
• Preventive Action — what is done so it does not happen again.

How actions behave is decided per category in the configuration, and the difference is worth knowing because it changes how you work with them:

• As free text, an action is a field on the finding. It is written and saved with it, and there is nothing to track separately.
• As single tracked items, each action becomes a record of its own, with its own responsible person, due date and status. It is then followed up and closed individually, and the finding is only complete once its actions are.

A category can also be set so that actions are mandatory — the finding cannot be saved without them.

Working with tracked actions

A tracked action is closed through Follow Up, where the status is set and a comment recorded. Many configurations require that comment: without it the change cannot be saved.

The order matters where a finding has tracked actions: the actions are closed first, then the finding. Some configurations close the actions automatically together with the finding — see Configuration > Task Tracking.

Whether an action can be closed on board or only in the office depends on the same configuration. Where the office has to confirm, an action completed on board stays open until it does.