Adding Corrective Actions to an Incident

This article explains how to add corrective actions, create custom corrective actions with related tasks, and edit or delete corrective actions.

The investigator, final approver, admin user, full access manager for the reported location, and incident manager for the reported location can add corrective actions to an incident.

Follow these steps to add a Corrective Action:

1. Navigate to the desired Incident Details page.
2. Select the Corrective Actions from the left panel or scroll down to the Corrective Actions section.
3. Click on the More Options icon and choose Add. The Add Corrective Actions window will be displayed.
4. Click on Select Corrective Actions. These will show the list of all available action items.  
5. Select the desired action type and click Add Correction Action. If the correct corrective action isn't listed, click on Create New Corrective Action.
   • A Customer Corrective Action will be added.
   • Enter the title of the Corrective Action.
6. You may also include details of the requested action and attach any necessary documents.
7. You can also create a task by enabling the Create Task option.
   • Add the responsible person.
   • Select the desired Due Date.
   • To delete an individual corrective action, click the X icon on the far right.
8. Click Save Corrective Actions to save the details of the corrective actions you created.
9. You can also edit the corrective action details using the edit icon.

Workflow Tip:

• You can select multiple corrective actions, but each must be added individually using Add Corrective Actions before clicking Save Corrective Actions. If Audit, Policy, or Attestation is selected, related tasks can be created from the incident details page and must be completed before closing the incident.
• If you have created an audit as a correction action, it can be duplicated from the Audit module as a standard audit, with all original fields included but without a link to the incident.

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