Work corrective actions

Assignar turns HSEQ on for your organisation. You need View HSEQ issues to open Actions and My work. Adding an action needs Raise HSEQ issues or Manage HSEQ issues. Approving one needs Manage HSEQ issues, unless the category's close-out approver is set to a verifier.

A positive Observation has no Add action control. A closed issue has none either.

Add an action

Open the issue and select Add action. Describe what needs to be done, then select Add action again. You see Action added. The action is Corrective and starts Open.

Assign it with Assign action. Choose Person, Organization or Tag, then Save assignment.

Complete it

On the action, Start moves it to In progress. You see Action started.

Complete action asks for the completion note and, when the category has Evidence required, the photos. Select Add evidence, then Save evidence, then submit Complete action. You see Action completed. The action moves to Submitted and waits for review, unless the category does not require review.

Without the required photos you see Photo evidence is required for this action. If the evidence does not save, you see Could not save evidence. Your uploaded files are still available to retry. Select Try again. The files are still there.

Approve it or send it back

The reviewer selects Approve or Send back. Send back asks Why is it going back? and returns the action to In progress with that note. Approve records the reviewer and moves the action to Approved.

When Completer may also approve is off, or the discipline is Safety, the person who completed the work sees The person who completed the work cannot approve or verify it. Someone else approves it. The switch is in Set up HSEQ.

Use the Actions register and My work

Actions lists corrective and preventive actions across every issue. Filter by Action type (Corrective or Preventive), project, status, assignee and the dates the action was created. Select Apply. Clear filters includes closed actions. Columns and Views work the same way as on Issues.

Add action on an issue always records a corrective action. A preventive action is already that type when it arrives on the register. Filter by Preventive to see those rows.

My work is your queue. The counts are Overdue, Assigned to me and Awaiting my review. Open a row to start, complete or review it. When nothing is waiting, the page reads Nothing needs you right now. If the queue does not load, you see Failed to load your work queue. Select Try again.