Overview
Creating actions during mobile audits ensures immediate issue capture while context is fresh and evidence is available. The mobile app streamlines action creation by auto-populating audit context and enabling real-time documentation.
When to Create Quick Actions
Immediate Action Scenarios
Failed audit responses: Safety violations, equipment failures, compliance issues
Critical findings: Items requiring urgent attention before audit completion
Evidence capture: Issues that need photo documentation while on-site
Resource coordination: Problems requiring immediate team notification
Quick Action Creation Process
During Audit Question Response
Complete audit question with appropriate response
For failed/non-compliant responses, tap "Add Action" button
Select the appropriate action template (See a Action Templates)
Action form opens with pre-populated data:
Linked to specific audit question
Current location automatically set
Today's date as creation date
Audit context preserved
Rapid Form Completion
Essential Fields (Quick Entry):
Title: Brief issue description
Priority: Select urgency level (Critical/High/Medium/Low)
Assignee: Choose individual or team
Due Date: Set timeline using date picker
Description: Add details clearly and concisely using the keyboard
Optional Enhancements:
Custom fields: Complete template-specific requirements
Transform Audit Findings into Immediate Results
With quick action creation, every audit finding becomes an opportunity for instant improvement. No more forgotten issues, delayed responses, or missing context. Your mobile audits now drive immediate corrective actions that keep your operations running smoothly and safely.