Create actions in investigations

Learn how to create actions in investigations via the web app.

Why create actions in investigations?

Creating actions in an investigation helps ensure that each incident is followed up with appropriate corrective steps. You can add an existing action or create a new one directly from the investigation to assign responsibility to your team and clarify what needs to be done. This promotes accountability and helps prevent similar incidents from happening again.

Create an action in an investigation via the web app.

What you'll need

Any SafetyCulture Plan

Web app

“Investigations: Create” permission

Full seat

Create an action in an investigation

Log in to the web app.
Select Investigations in the sidebar or select it in
More .
Create an investigation or select an existing one.
Click Actions at the top of the page.
Click
on the upper-right of the page and select any of the following options:
- Add existing action : In the pop-up window, select the actions you want to add, then click Add actions .
- Create a new action : In the side panel, select the action type, then enter a title and description. You can also fill in fields such as site, label, and more. When you're ready, click Create .

Create an action in an investigation via the web app.

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