Table of Contents

What is an Action Plan?

Who is an Action Plan Assignee

Approval Required

Default Assignee

When is this helpful?

Add assignee by Company/Dept

Add assignee by Location Level

Add assignee by Checklist Level

Related Articles

What is an Action Plan?

Actions Plans are set up as part of the audit process to assign any findings to an individual from your team or an external team to perform an action.

Who is an Action Plan Assignee?

An action plan assignee account is created using a person's name and email address to assign action plans for execution and create ownership.

When is this helpful?
Create corrective actions and assign them to a team (internal or external) to create ownership and to ensure that this will be corrected. Keep track of the actions and if they have been delivered in time using our Action Plan Dashboard here

How to Setup

The assignees for the action plan can be added in 3 ways: Should we create a hyperlink for each one below and have the article explain the purpose.

  1. Company/Department level - The assignee will be shown on all forms under the selected company/department - (all checklists/forms plus locations under the selected Company/Department)

  2. Location level - The assignee will only be available at that particular location -(location only, any checklist/form where the location is available)

  3. Checklist level - The assignee will be available only on the particular checklists/form

For Company/Department level assignees

Step 1: Log in to the admin portal: on a Desktop. Under Setup, click on Company/Dept and select a company/department to add an action plan assignees information.

Step 2: Click on 3 dots, then Edit

Step 3: Click on Add Assignees

Step 4: Add the Full name, Email address, and the name of the department (this will be used to identify when assigning from the app). Click SAVE, after you enter the name and email address or the information will be removed.

Step 5: Click, Save

*Approval required

This will enable the workflow - used when an additional member will need to verify before the action has been completed

**Default Assignee

This automatically selects the assignee by default when creating the action on the app

Location Level

Step 1: Under Setup, click on Locations, select the location where the assignee needs the be setup

Step 2: Click on the 3 dots, then Edit

Step 3: Click on the Action Plan Assignee

Step 4: Add the assignee details, then click Save.

Checklist level

Step 1: Under Setup, click on Forms/Checklists, select the checklist where the assignee needs to be added

Step 2: Click on the 3 dots, then Edit

Step 3: Click on Manage Action Plan Assignees, then Add Assignee

Step 4: Complete the fields displayed, then click Save

All assignees can be edited or replaced at any time.

From a mobile device, click on 'Import Settings' to re-import the latest changes made in the Admin Portal.

Related articles:

About Analytics Action Plans

How to Carry Out Action Plan as an Assignee

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