Creating Corrective Actions

Corrective Actions are critical actions that you perform to fix an issue to resolve the root cause of the issue. Use this tutorial to understand how to create corrective actions in your SmartSense account.

1. Log in to your SmartSense account then navigate to the DIGITAL LOGBOOK tab and select CORRECTIVE ACTIONS from the dropdown.
   
   
   
   
2. On this page, you can manage existing corrective actions or add a new one by selecting the + CORRECTIVE ACTION button in the right corner.
   
   
   
   
3. On the Create Corrective Action page, you will need to fill out any fields marked with an asterisk. In the ACTION field, enter the name of the action as you would like it to appear in the NEXT app, e.g., “Discard item” or “Report to manager.” In the INCLUDE IN LISTS field, select one or many previously created corrective action lists or create one by typing in the name of the list. An example of this might be “Food safety log” or “Employee incident.” 
   
   
   
   

   Note: If a corrective action list is not listed, you can manually type the name of the list in the text box, click on the name below the text box (as shown in the screenshot below), and click SAVE. This will create a new list.

    

4. The ON SELECT field requires no action unless you are using the SmartSense legacy app (Task), which will display REQUIRE FOLLOW UP, so the task remains open if a user wishes to repeat the task. Once you are done creating the corrective action, select SAVE. Alternatively, if you wish to create another corrective action, select SAVE + CREATE ANOTHER.
   
   
5. If you did not add the new corrective action to a list, you can do this from the Corrective Actions page and select the LISTS tab then click on the + LIST button in the right corner. On the Create List page, you will need to fill out any fields marked with an asterisk. In the NAME field, enter the unique label for your list, e.g. “Action required” or “No action needed.”
   
   
   
   
6. In the CORRECTIVE ACTIONS field, you will be presented with a modal window and a list of corrective actions. Select the corrective action(s) you wish to add to the list by clicking the checkbox and hitting SELECT.
   
   
7. You can review the item(s) or delete by selecting the trash can icon. When you are ready, select SAVE. Alternatively, if you wish to create another list, select SAVE + CREATE ANOTHER.