Admin — Application Settings

Use this guide to learn how to view and manage incident corrective actions. A corrective actions list can be created and modified in this area, however, only a Super Admin user has the ability to make changes to the list.

The video below provides step-by-step instructions on creating a corrective actions list.

1. Navigate to the ADMIN tab and select APPLICATION SETTINGS from the drop-down menu, then click the INCIDENT CORRECTIVE ACTIONS tab. This page will display current corrective actions lists or allow you to create a new corrective actions list.
   
   
   
   
2. On this page, you will find the ENABLE ACTIONS toggle button that permits the use of configured Corrective Actions within your account. When disabled, you will only be able to enter free text corrective actions.
   
   
   
   
3. To create corrective actions, select CREATE NEW CORRECTIVE ACTIONS in the upper right corner.
   
   
   
   
4. On this page, you will need to enter a NAME for the corrective actions list to easily identify it. Next, select ADD NEW CORRECTIVE ACTION and enter an action in the text box. The character limit for this section is 150. You can add multiple corrective actions (up to 25) to the list, and, as you add new corrective actions, you can reorder them by simply dragging and dropping them to the desired location.
   
   The display order will match what the end user will see when selecting from the list within an incident. If you want to delete a corrective action, select the TRASH icon to the right of the corrective action.
   
   
   
   
5. ADD CUSTOM TEXT (the blue toggle button) is turned on by default. This is recommended to be left on so that users can enter optional text if the corrective actions available do not apply to the incident.
   
   

   Note: A Corrective Action List must exist for the Enable Actions feature to be enabled. Currently, only one corrective actions list can be created. 

    

6. Once you are done adding corrective actions, select SAVE LIST in the bottom right corner. You will be redirected to the INCIDENT CORRECTIVE ACTIONS page where you can view the corrective actions list, and the last date and time that it was edited. To edit the list, select the PENCIL ICON then click EDIT CORRECTIVE ACTIONS.