Overview
Findings and Actions Analytics transforms audit findings into actionable insights by tracking corrective action performance across your organization. Monitor action creation rates, completion trends, overdue patterns, and priority distributions to ensure audit findings drive meaningful operational improvements.
Understanding Findings and Actions Analytics
What the Analytics Provide:
Action performance tracking: Monitor creation, completion, and overdue rates
Priority distribution analysis: Understand the severity patterns of identified issues
Location-based insights: Compare action performance across different sites
Trend analysis: Track improvement patterns over time
Effectiveness measurement: Assess how well findings translate into resolved actions
Key Benefits:
Proactive management: Identify action bottlenecks before they impact operations
Resource allocation: Focus corrective action resources where they're needed most
Performance measurement: Quantify the effectiveness of your audit program
Compliance tracking: Ensure timely resolution of critical findings
Continuous improvement: Use data to optimize corrective action processes
Accessing Findings and Actions Analytics
Navigation:
Click Analytics from your main navigation menu
Select "Findings and Actions Analytics" from the analytics dashboard
View comprehensive action performance data across multiple dimensions
Key Analytics Components
Action Performance Summary
Total Open Actions
Definition: Number of actions currently requiring attention across all statuses except "Closed"
Use for: Overall workload assessment and resource planning
Monitoring: Track trends to identify increasing or decreasing action volumes
Overdue Actions
Definition: Actions that have passed their due date without completion
Use for: Identifying process bottlenecks and accountability issues
Action required: Immediate attention to prevent compliance risks
Critical Priority Actions
Definition: Actions marked as critical priority requiring urgent attention
Use for: Risk management and priority resource allocation
Monitoring: Ensure critical items receive appropriate urgency
Location-Based Action Analysis
Open Actions by Location
Horizontal bar chart showing action distribution across your organization:
Location comparison: Identify sites with higher action volumes
Resource needs: Understand which locations need additional support
Performance patterns: Recognize consistently high-performing vs. struggling locations
Operational insights: Connect action volumes to operational complexity or issues
Using Location Data:
Benchmark performance: Compare similar locations to identify best practices
Allocate resources: Direct support to locations with higher action volumes
Investigate patterns: Understand why certain locations generate more actions
Share solutions: Replicate successful approaches from well-performing sites
Priority Distribution Analysis
Open Actions by Priority
Pie chart visualization showing action distribution by priority level:
Priority breakdown: Visual representation of Critical, High, Medium, and Low priority actions
Risk assessment: Understand the severity distribution of current issues
Resource focus: Ensure appropriate attention to high-priority items
Trend monitoring: Track whether priority patterns are improving over time
Priority Categories:
Critical (Red): Safety violations, regulatory non-compliance, operational risks
High (Orange): Important operational issues requiring prompt attention
Medium (Blue): Standard operational improvements and process enhancements
Low (Green): Minor improvements and administrative items
Actions Listing: Detailed Action Tracking
Comprehensive Action Overview
The Actions Listing provides detailed tabular data for in-depth action analysis:
Table Columns Explained
Checklist
Shows: The audit checklist that generated the action
Use for: Connecting actions back to specific audit types
Analysis: Identify which checklists generate the most actions
Question
Shows: The specific audit question that failed, creating the need for corrective action
Use for: Understanding the root cause of actions
Pattern recognition: Identify frequently failing questions for process improvement
Action #
Shows: Unique action identifier (e.g., ACT-1, ACT-2, SAFETY-105)
Use for: Reference and tracking individual actions
Organization: Actions numbered sequentially based on template prefixes
Title
Shows: Brief, descriptive summary of the required corrective action
Use for: Quick understanding of what needs to be done
Quality indicator: Well-written titles improve action clarity and completion rates
Priority
Shows: Action urgency level (Critical, High, Medium, Low)
Use for: Resource allocation and scheduling decisions
Color coding: Visual priority identification for quick assessment
Location
Shows: Physical or operational location where the action is required
Use for: Geographic or operational analysis of action patterns
Resource planning: Understanding location-specific action needs
Action Created
Shows: Date and time when the action was generated
Use for: Tracking action age and creation patterns
Trend analysis: Understanding action generation frequency over time
Due By
Shows: Target completion date for the action
Use for: Deadline management and overdue identification
Priority-based: Due dates often automatically calculated based on action priority
Status
Shows: Current workflow status (Open, In Progress, Complete, etc.)
Use for: Progress tracking and workflow management
Workflow stage: Indicates where actions are in the resolution process
Assignees
Shows: Individual users or user groups responsible for action completion
Use for: Accountability tracking and workload distribution
Performance measurement: Individual and team action completion rates