Overview
Actions are corrective tasks that stem from audit findings, helping you address issues and maintain compliance. Every action is automatically linked to its originating audit question, creating a clear audit trail from discovery to resolution.
Creating Actions from Audits
Method 1: During Mobile Audits
Complete your audit question response
If the response indicates an issue (e.g., "Fail," "Non-Compliant"), tap "Add Action"
The action form pre-populates with audit question details, location, and date
Fill in required fields and assign
Method 2: From Completed Audit Reviews
Navigate to Results in your main menu
Select the completed audit you want to review
Click "New Action" next to any question with issues
Complete the action form with pre-loaded audit context
Setting Up Your Action
Required Fields:
Title: Brief, descriptive summary (e.g., "Replace expired fire extinguisher")
Description: Detailed explanation of the problem and required resolution
Priority: Critical/High/Medium/Low based on urgency
Due Date: Set realistic timelines with automatic reminders
Assignment: Choose individual user or user group
Assignment Options
Individual: Assign to specific user for specialized tasks
User Group: Assign to teams (e.g., "Maintenance Team," "Store Managers")
Tips for Effective Actions
Use clear, concrete language with measurable outcomes
Set realistic due dates considering complexity and resources
Assign to person/group closest to the issue with proper expertise