Enabling Automatic Actions

Automatic action creation in uAuditor allows the system to generate corrective actions automatically whenever inspection items fail. This ensures issues identified during inspections are immediately converted into tracked follow-up tasks without requiring manual action creation.

Enabling this feature improves response speed, accountability, and operational consistency across locations.

What Are Automatic Actions?

Automatic actions are corrective tasks created by the system when predefined inspection conditions are triggered, typically when an inspection response is marked as failed.

Instead of manually creating actions after inspections, the platform:

• detects failed inspection items
• generates corrective actions automatically
• assigns responsible users
• applies due dates and priorities
• tracks resolution progress centrally

This helps ensure no inspection findings are missed.

Why Enable Automatic Action Creation

Enabling automatic actions helps organizations:

• respond faster to inspection failures ⚡
• reduce manual follow-up work
• ensure consistent corrective workflows
• improve compliance tracking
• increase accountability across teams
• prevent recurring operational issues

It ensures inspections lead directly to measurable improvements.

How Automatic Action Creation Works

Once automatic actions are enabled:

1. An inspector completes an inspection
2. A question is marked as failed
3. The system creates an action automatically
4. The action is assigned based on configuration settings
5. A due date is applied
6. The action appears in the Actions module

Supervisors can monitor resolution progress immediately.

How to Enable Automatic Actions

To enable automatic action creation:

1. Open the Actions module
2. Go to Action Configuration
3. Locate Automatic Action Creation
4. Enable the automatic actions option
5. Configure default priority, assignee, and due duration
6. Save the configuration

After activation, actions will be generated automatically for future inspection failures.

What Happens After Enabling Automatic Actions

Once enabled:

• failed inspection responses trigger corrective actions automatically
• assigned users receive visibility of the issue
• deadlines are applied based on configuration
• actions appear instantly in tracking dashboards
• supervisors can monitor resolution progress in real time 📊

This ensures issues move directly from detection to resolution.

When to Use Automatic Actions

Automatic actions are especially useful for:

• safety inspections
• hygiene compliance checks
• equipment condition monitoring
• maintenance verification workflows
• regulatory compliance inspections
• multi-branch operational audits

They are ideal when rapid corrective response is required.

Best Practices for Using Automatic Actions

To configure automatic actions effectively:

• define clear default assignees
• set realistic due durations
• assign appropriate priority levels
• enable evidence requirements if needed
• review generated actions regularly

Proper configuration ensures automatic actions support fast, structured resolution of inspection findings across your organization.