A Corrective Action is a type of task used to record and assign follow-up work when an issue is identified during a form. It ties the task directly to the form where the issue was found, keeping a clear record of what was flagged and what was done about it.
Once raised, a Corrective Action appears in the Task List alongside all other tasks, where it can be tracked through to completion.
From the Mobile App
Corrective Actions can be raised against an individual question or against the form as a whole.
To raise a Corrective Action on a specific question:
Log in to the Mobile App
Open the relevant form
Tap the question you want to flag
Tap the three dots icon
Select Add a Corrective Action
Add an assignee and any additional details
Tap Save
To raise a Corrective Action on the entire form:
Log in to the Mobile App
Open the relevant form
Tap the Note icon in the bottom-left 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.
From the Admin Console
Admins and Managers can raise a Corrective Action or Training task directly from a completed form in the Admin Console.
Log in to the Admin Console
Navigate to Reports and open the relevant completed form
Click the Clipboard icon in the top-right corner
Select the task type — Corrective Action or Training
Fill in the task details including assignee, due date, and priority
Click Create Task
The task will be saved and will appear in the Task List.