Our mission at SafetyCulture is to build products that help our customers find out what’s working well, what’s not and what to do about it. With the help of your feedback, we’ve been working hard to build new features to do just that.
In the latest update, SafetyCulture customers can take advantage of the new ‘Actions’ feature. This helps you take next steps when a problem or non-compliance is spotted and a corrective action is needed. Now, while conducting an audit you’ll have the option to create a follow-up action immediately on the spot.
Create an action for any negative response in 3 easy steps:
- Write up what needs to be done.
- Assign it to the appropriate person.
- Set priority levels and add in due dates.
Once created, a message will be sent in real-time via email, text (SMS) or push notification and the action will appear in the user’s ‘Actions’ tab. The recipient can take immediate action to address the situation.
- No longer waiting until after an audit to fix issues
- Easily manage follow-up tasks quickly without reading an entire report
- Track progress of corrective actions to ensure they’re completed
How it works:
Create actions during an audit
When an exception-response is selected the submenu appears or tap on the paperclip icon to display the menu.
After the action task is created it will send to the assigned person. Depending on the their notification preferences they can receive email or push notifications about actions assigned to them.
A manager or the administrator can view all ‘Actions’ across the organization via their browser in the SafetyCulture platform. With search and filter options they can track the priority and status of the ‘Actions’ – To-Do, In Progress, Done, Overdue, Can’t do. If any ‘Actions’ are unassigned, they can assign them to the appropriate team members.
Update status of pending actions
You can update the status of the action by tapping ‘Start Action’ at the bottom to signal the ‘In Progress’ status. Complete the action by tapping on ‘Mark As Done’ to close the action and update status to ‘Done’.
You’ll receive notifications for any action that is assigned to you via email or push notification.* When an action is marked as ‘Done’ a notification is sent to the action creator that it has been completed. A list of all notifications associated with ‘Actions’ is available within the SafetyCulture iAuditor app on the Notifications tab.
* Be sure to enable push notifications in your settings.
The ‘Action’ feature gives you the flexibility and ease to take the next step immediately from the field. Creating actions for issues on the spot ensures things don’t get missed. Automatic notifications of action completion allows you to know when tasks get completed in real-time.
On a free SafetyCulture account? ‘Actions’ are available to be assigned to yourself only. Looking to assign to other team members? Upgrade your organization’s SafetyCulture account to enable ‘Actions’ and follow progress with your team. Log in to your SafetyCulture account and click the upgrade button on the left navigation menu.
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