Actions are created from a variety of sources, or can be entered as a Standalone Action.

EXAMPLE:  If actions are required from Inspections, Hazard Reporting, or Incidents they will appear in the Action table (the Action Type will list where the action originated from)

To add a new Standalone Action:

STEP BY STEP:

1. Go to Actions on the main menu.
2. Click on ADD NEW Button.
3. Complete all the fields in the Actions popup – Included all the information required to complete the action.
4. Ensure you assign the action to a user and select due date. NOTE:  you will not be able to create the action until all mandatory fields are completed.
5. Click Create Action.
6. A notification will be received by the assigned user to complete the action.

Completing an Action Article