For: Admins, Managers, and All Mobile App Users
A Corrective Action is a task used to record and assign follow-up work when an issue is identified. It can be raised directly against a form at the point of completing it, or created independently from the Tasks page in both the Admin Console and the mobile app.
Once raised, a Corrective Action appears in the Task List where it can be tracked through to completion. For a full overview of how tasks work, see An Introduction to Tasks.
From the Mobile App
Linked to a Form
Corrective Actions can be raised against a specific question or against the entire form while completing it.
To raise a Corrective Action against a specific question:
Log in to the Mobile App
Open the relevant form
Tap the three dots icon (...) next to the question you want to flag
Select Add a Corrective Action
Add an assignee and any additional details
Tap Save
To raise a Corrective Action against the entire form:
Log in to the Mobile App
Open the relevant form
Tap the Note icon in the bottom-right corner
Enter your note text in the note field
Tap Add a Corrective Action
Add an assignee and any additional details
Tap Save
Note: If you have already added a note and want to convert it to a Corrective Action, follow the same steps and select Add a Corrective Action. Your existing note text will carry over into the task name field automatically.
Independent from a Form
Log in to the Mobile App
Tap Tasks from the menu
Tap the plus icon
Select the task type — Corrective Action or Training
Enter a Task Name
Set the Priority
Enter a Description
Tap Next
Set the Due Date and Time
Select an Assignee
Add any Supporting Files such as a photo or existing resource
Attach any Forms or Resources that need to be completed as part of the task
Tap Create Task
From the Admin Console
Linked to a Completed Form
Log in to the Admin Console
Go to Reports and open the relevant completed form
Click the Clipboard icon in the top-right corner of the form
Select the task type — Corrective Action or Training
Enter the task details including assignee, due date, and priority
Click Create Task
Independent from a Form
Log in to the Admin Console
Click Tasks in the left-hand navigation
Click Create New Task
Set the Task Type to Corrective Action
Complete the remaining task details across the three sections — Task Details, Schedule & Notify, and Files & Forms
Click Create Task
Tip: For a full breakdown of each field in the task creation window, see An Introduction to Tasks.
Tracking and Closing Out
All Corrective Actions are visible in the Task List under Tasks in the Admin Console. Use the Type filter to view Corrective Actions specifically, and update the status as work progresses.
If a form has been attached to the task, the assignee will need to complete it from the Mobile App before the task can be marked as complete. See How to Manage and Complete Tasks on the Mobile App for details.