As an Administrator, the Admin Console gives you powerful tools to assign, track, and report on Corrective Actions.
Whether you are following up on an issue found in a report, or tracking maintenance, this guide covers everything from creation to completion.
Corrective Actions are a type of Task.
The Corrective Actions Dashboard
Your central hub for managing tasks is the Corrective Actions Dashboard.
How to Access It
Log in to the Admin Console.
Go to Tasks from the menu
This page displays all tasks. To filter to just your Corrective Actions:
Click the Type filter
Select Corrective Actions
Filtering Your View
You can filter the dashboard to find exactly what you need. For example, if you want to see all outstanding tasks for a specific chef:
Set the Status filter to "To Do"
Type the name of your staff member in the search bar
How to Add a Corrective Action
Method 1: As a Standalone Action
This is perfect for assigning general tasks, maintenance requests, or verifier instructions (CARs) that aren't linked to a specific daily form.
From the Tasks page, click Create new task.
Set the Task Type to Corrective Action
Input Details: Add the Task Name and description (e.g., "Complete Cooling Foods Training").
Assign: Select the staff member responsible.
Click Next
Schedule: Set the Due Date.
Attach: Add any relevant forms (e.g., the "Training Checklist") or resources.
Save
Method 2: Adding an Action to a Completed Form
If you spot an issue while reviewing a completed form (e.g., a customer complaint about cold food), you can add an action directly to it.
Open a Completed Form (from the Activity Stream or Reports page).
Click the clipboard icon in the top right-hand corner.
Input Details: Add the task (e.g., "Retrain staff on reheating process").
Attach: Attach a training form if needed.
Save.
Completing & Editing Actions
You can monitor and update actions directly from the dashboard.
To Edit: Click on an action to update its details, or add a note for context.
To Complete: Simply change the Status to "Completed" "On Hold" or "Cancelled"
Viewing & Exporting Reports
You can view your completed Corrective Actions in several places:
1. The Tasks page
View all "Done" and "Cancelled" actions here. Click the "Status" button to filter by complete Corrective Actions.
2. Summary Reports Page
For a high-level overview:
Go to Reports > Summary Reports.
Scroll down to the Action/Tasks report.
3. Staff Training History
To see a specific staff member's corrective actions:
Go to Staff and Users.
Click the staff member in the list to edit.
Click the Tasks tab.
Update theScroll down to see all corrective actions assigned to them.