Corrective Actions
Field tier and aboveIn the app: /corrective-actions
Corrective Actions is the single list of things that have to get fixed, each with an owner, a due date and a status. Findings from incidents, audits, observations, inspections, exposure samples and risk assessments all land here, and overdue items chase themselves by email.
1.Create a corrective action
- Go to the record that produced it: an incident, an audit finding, an at-risk observation, a failed inspection, an exposure sample over its limit, or a risk assessment.
- Press + Corrective Action on that record.
- Write the action, add details, choose a priority (low, medium, high or critical) and set a due date.
- If the AI tools are on, Suggest with AI drafts the action from the finding for you to edit.
- Press Create Action. It appears in the Corrective Actions list with a link back to where it came from.
2.Assign it to the right person
- Under Assigned To, pick either someone with a login or a worker from the roster. Workers are marked "no login".
- A login holder gets an email with the due date and sees it in their notification bell, and can close it out themselves.
- A worker gets the email only. Someone with a login closes the action on their behalf.
- We send the email only if email delivery is set up on your instance; the in-app notification works either way.
3.Work it to closure
- Open the action from the list and move the status from Open to In Progress, then Completed, then Verified once someone has checked the fix.
- Write close-out notes describing what was done.
- Overdue actions carry a red Overdue badge, and the Overdue chip above the list filters to them.
- Only an admin can delete a corrective action.
4.Stay ahead of due dates
- The Needs Attention card on the dashboard lists actions that are overdue or due soon.
- The notification bell shows the same items for the person they are assigned to.
- Every Monday morning we email a reminder that lists them: admins get the whole company, users get their own.
- In Company Settings, the reminder lead time (7 to 120 days) sets how far ahead "due soon" starts.
Common questions
- Can I create a corrective action that is not tied to a record?
- Not from the Corrective Actions page itself. Start from the record that justifies it: an observation is the quickest way to write one up.
- What does Verified mean?
- Someone other than the person who did the work has confirmed the fix is in place. Use it if your procedure calls for a second check; otherwise Completed is the end.
- Can a worker without a login close an action?
- No. They get the email, do the work, and someone with a login records the close-out.