How to Create & Manage Corrective Actions on the App

Corrective Actions are your tool for assigning tasks to your team or logging issues that need to be fixed. Whether you find a broken fridge during a daily check or need to assign a cleaning task, you can do it all from your mobile device.

Method 1: Creating an Action While Completing a Form

This is the best way to log an issue immediately when you find it during a check (e.g., if you answer "No" to "Is the equipment clean?").

1. Open a form and begin filling it out.
2. Option A (General): Tap the Blue Note Icon in the bottom right-hand corner.
3. Option B (Specific Question): Tap the three dots icon (...) next to the specific question you want to flag.
4. Select Add Action.
5. Input the Details: Enter a description of the issue.
6. Assign & Schedule: You can add extra details such as the Assignee (who needs to fix it) and the Due Date.
7. Save your changes

Method 2: Creating a Standalone Action

Use this method if you need to assign a task that isn't related to a specific form you are currently filling out (e.g., "Clean the deep fryer").

1. Log into the Mobile App.
2. Tap the Menu icon (☰) in the top left-hand corner.
3. Select Actions from the list.
4. Tap the Add button (+) (usually in the top right-hand corner).
5. Input the description, assign a team member, and set a due date.
6. Save the task.

How to Complete an Action

Once a task has been assigned to you, you can mark it as done.

1. Go to the Actions menu.
2. Tap on the Action you need to complete.
3. Select your Name and enter your PIN to sign off
4. Change the status to Done.