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TABLE OF CONTENTS

Introduction


The process for updating and closing an Action is the same regardless of where the action was created (ie. from an event, audit or via the Action Plan list).

Updating an Action

Adding Action Updates

  • Open the Action you wish to update and scroll to the bottom of the page.  Here there is an option labelled 'Updates'.


An Update on an Action


  • All updates are logged and can be easily viewed from within the action, along with who made the update and when.


List of Updates.


Viewing Linked Events and Audits


  • You can view any events or audits linked to an action under the Links tab from within the action.


Action links



Adding and Viewing Attachments


  • If you need to upload a document to the action as evidence or for your records, you can do this by selecting the Attachments tab from within the action and selecting Add file.


Attachments on an Action


  • You will be able to see the number of files attached to an action via the count to the right of the tab label.


A document attached to an Action



Closing and Reopening an Action


Closing an Action


  • Once an action has been completed it can be closed by simply clicking Complete at the top of the action 


Complete icon on an Action


  • You will be asked to give a reason for closing the action. Enter the details here and click Close to confirm.


Comment when closing an Action


  • The details entered here will be logged under the action Updates tab at the bottom of the action screen.


Closing comments.




Reopening an Action


  • A closed action can be reopened by simply clicking Reopen from the top of the action screen.


Reopen icon.


Abandoning an Action


  • Abandoning an action will permanently delete the action and any associated updates and attachments.


  • To abandon an action, from within the action itself, select the Abandon option from the top of the screen.



The abandon icon.


  • You will be asked to enter the Action Reference along with a reason for the action being abandoned. This prevents an action from being accidentally abandoned.


Confirmation of abandonment.


  • Click Abandon to confirm and the action will be abandoned.


FAQs


I can not see the option to complete/reopen an action.


  • You will require permission to carry out this activity.  Please speak to your system administrator about having access to these options.