Actions

26 articles

Download actions as CSV or Excel

Learn how to download actions as CSV or Excel via the web app to quickly organize, analyze, and share action data for reporting and record-keeping.

Link templates to action types

Learn how to link templates to action types via the web app.

Make notes and media attachments required for actions

Learn how to make notes and media attachments required for actions via the web app to ensure that actions are well documented and specific details are captured accurately.

Make sites required for actions

Learn how to make sites required for actions via the web app to ensure actions are consistently tracked to the right location or site.

Manage action labels

Learn how to manage action labels via the web app.

Manage action status transitions

Learn how to manage action status transitions via the web app.

Manage action types and fields

Learn how to manage action types and fields via the web app.

Move actions to statuses

Learn how to move actions to different statuses via the web app and mobile app.

Share action links

Learn about action links and how to share and delete them via the web app and mobile app so stakeholders can stay up to date on action progress in real time.

Start inspections from actions

Learn how to start inspections from actions via the web app and mobile app to capture findings and track action progress in one place.

Update actions as an external assignee

Learn how to update actions as an external assignee.

View and link open actions in inspections

Learn about open actions and how they help reduce duplicate tasks by linking related actions directly from inspections via the web app and mobile app.