Understanding Actions
Actions in uAuditor are corrective tasks created to resolve issues identified during inspections or assigned manually to team members. They help organizations ensure problems are addressed quickly, tracked centrally, and completed within defined timelines.
Actions support accountability across locations by turning inspection findings into structured follow-up work.
What Is an Action?
An action is a task assigned to a user to fix, verify, or improve something identified during operations.
Actions can include:
- resolving failed inspection items
- correcting safety risks
- repairing equipment issues
- completing maintenance activities
- following up on compliance gaps
- addressing operational observations
Each action includes a responsible assignee, deadline, and status to track progress.
How Actions Are Created
Actions in uAuditor can be created in two main ways:
Automatically from inspections
When enabled in action configuration settings, the system can automatically create actions for failed inspection responses.
Manually by users
Users with permissions can create actions directly from the Actions module to assign tasks outside inspections.
Both methods ensure issues are tracked consistently.
Where Actions Appear
Actions are available inside the Actions module, where users can:
- view assigned actions
- track completion progress
- update action status
- upload supporting evidence
- communicate through comments
- review activity history
Users only see actions they are permitted to access based on roles and location permissions.
Information Included in an Action
Each action typically includes:
- action title
- description
- priority level
- assigned user
- related inspection (if applicable)
- location or equipment reference
- creation date
- due date
- completion date
- watchers (optional observers)
- attachments or supporting evidence
This structured information helps teams manage follow-up work efficiently.
Action Status Tracking
Actions move through different statuses during their lifecycle.
Common statuses include:
- Open
- In Progress
- Completed
- Closed (depending on workflow configuration)
Status tracking helps supervisors monitor resolution progress across teams.
Linking Actions to Inspections
Actions created from inspections remain connected to the original inspection item.
This allows users to:
- trace the issue source
- review evidence captured during inspection
- verify corrective steps
- confirm issue resolution
Linking actions to inspections improves operational traceability.
Why Actions Are Important
Actions help organizations:
- resolve issues faster
- improve inspection follow-up discipline
- increase accountability across teams
- prevent repeated failures
- track corrective work centrally
- support compliance documentation
They ensure inspections lead to measurable improvements instead of observations only.
Best Practices for Using Actions
To manage actions effectively:
- assign actions immediately after identifying issues
- set realistic due dates
- attach supporting evidence when required
- monitor overdue actions regularly
- review completion performance across locations
Using actions consistently helps maintain operational quality and ensures issues identified during inspections are resolved in a structured and traceable way.
