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How to Create Quick Actions During Mobile Audits

Capture issues instantly during audits and turn findings into immediate corrective actions without disrupting workflow.

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Written by Inanc Onur
Updated over a month ago

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

Action Creation Process

During Audit Question Response

  1. Complete audit question with appropriate response

  2. For failed/non-compliant responses, tap "Add Action" button

  3. Select the appropriate action template (See a Action Templates)

  4. 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):

  • Status: Select current status (automatically defaults based on template settings)

  • 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

AI-Powered Action Creation: Smart Automation for Failed Responses

Let Audit Now's AI transform failed audit responses into complete, actionable corrective actions automatically.

How AI Action Creation Works

When you mark a question as "Fail" and add an explanatory note during your mobile audit, Audit Now's AI automatically detects the opportunity to create a corrective action and prompts: "Would you like Audit Now AI to create action for you?"

The AI Magic:

  • Analyzes your fail response and the explanatory note you provided

  • Understands the audit context including the specific question and location

  • Generates intelligent suggestions for title, description, priority, and due date

  • Creates a complete action that's ready for assignment and tracking

Using AI Action Creation in Your Mobile Audit

Step-by-Step Process:

  1. Complete your audit question by selecting the appropriate response

  2. For failed responses, add your explanatory note describing what you observed (e.g., "Waste was not properly segregated; hazardous and domestic waste were stored in the same area")

  3. AI prompt automatically appears: "Would you like Audit Now AI to create action for you?"

  4. Choose your option:

    • Tap "Generate with AI" to let the system create the action automatically

    • Tap "Not Now" to continue with manual action creation or skip

  5. If you chose AI generation, review the populated action:

    • Action ID: Automatically assigned (e.g., ACT-18)

    • Status: Pre-set to "Open"

    • Title: "Implement Waste Segregation Training"

    • Description: Complete, professional description with context

    • Priority: "Critical" (based on safety impact)

    • Assign To Users: Select from your team

    • Due Date: Intelligent suggestion based on urgency

    • Location: Auto-populated from current audit location

  6. Customize if needed or accept the AI suggestions

  7. Tap "Create Action" to save and assign immediately

Benefits of AI-Powered Action Creation

Lightning-Fast Action Creation

  • Transform audit findings into actions in seconds, not minutes

  • Eliminate the mental effort of crafting appropriate titles and descriptions

  • Maintain audit momentum without breaking workflow

Consistent Quality

  • AI ensures professional, consistent action formatting across all audits

  • Maintains appropriate compliance language and terminology

  • Reduces variation in action quality between different auditors

Transform Audit Findings into Immediate Results

With quick action creation and AI-powered automation, 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.

AI Learning and Improvement

The AI gets smarter over time by learning from your edits, adapting to your industry patterns, understanding your organization's priorities, and continuously improving action quality based on your usage patterns.

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