Web App: 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.
- To access the Corrective Actions Summary, select the REPORTS tab then click on the CORRECTIVE ACTIONS SUMMARY.
- In the upper left corner, you can filter by hierarchy by selecting or searching for a specific site or location.
- Click on the FILTERS icon to display filters including CORRECTIVE ACTION NAME, CHECKLIST NAME, CATEGORY, and DATE.
- 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.
- 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.
- 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.
- The TABLE VIEW displays details on the reported corrective actions, and scrolling sideways will display additional columns with more information.
- 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.
- The report should download within a few seconds and will save to your DOWNLOADS FOLDER on your device.