How to Use the Corrective Actions Summary Report

The Corrective Actions Summary is a HACCP report designed to help you understand the Corrective Actions captured by your team. This report provides a top-level trend line, a breakdown of the most frequently captured corrective actions, and access to corrective action details.

1. To access the Corrective Actions Summary, select the REPORTS tab then click on the CORRECTIVE ACTIONS SUMMARY.
   
   
   
   
2. In the upper left corner, you can filter by hierarchy by selecting or searching for a specific site or location.
   
   
   
   
3. Click on the FILTERS icon to display filters including CORRECTIVE ACTION NAME, CHECKLIST NAME, CATEGORY, and DATE.
   
   
   
   
4. Within each filter, you can refine your search by selecting an individual option. Use the search bar to enter a keyword to locate the item(s) you need then select APPLY to implement the change.
   
   
   
   
5. The ALL or NONE selections in the filters allow you to select all items available or deselect all items. Select APPLY to implement the change.
   
   
   
   
6. To revert the filters to the default view, select the grey FILTERS button in the upper left corner then select FILTERS (DEFAULT). A modal window will appear to confirm you wish to continue with the change.
   
   
7. The TABLE VIEW displays details on the reported corrective actions, and scrolling sideways will display additional columns with more information.
   
   
   
   
8. To download the Corrective Actions Summary Report, click on the EXPORT BUTTON in the upper right corner of the screen then choose the FORMAT for the report.
   
   
   
   
9. The report should download within a few seconds and will save to your DOWNLOADS FOLDER on your device.