Table of Contents

How does an action plan assignee receive the tasks?

How to take action?

Related articles

When is this useful?

When you want to notify an assignee about an action to be performed and closed.

How does an Action Plan Assignee receive the tasks?

Step 1: The action plan assignee receives their tasks via email.

The subject line of such an email looks like this:

Follow up tasks - <name of the checklist in which the task has to be performed> - <name of the location> - <date>

How to take action

Step 2: Click 'Take Action' to go to the task details page and take action.

After clicking 'Action', the details of the action will be displayed below.

Step 3: Enter your response here, add images if necessary, set the completion date, change the status, and then update the action.

Once you click 'Update', a second email will be generated to inform you that the action has been closed.

Then in GoAudits admin portal -> Analytics -> Action Plan -> All actions -> Closed, the action's status will be shown as 'Closed'.

Related articles:

About Analytics Action Plans

How to add an action plan assignee

How to Carry Out Action Plans as an Assignee

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