How to Create an Action on a Submitted Assessment

In some cases, you may want to create an Action after the fact, once the assessment has been submitted. Currently, this must be done from a laptop or computer. Follow the steps below to create a new Action on a completed assessment:

1) First you'll need to access the individual location's assessment report.

2) From the audit page, scroll down to the bottom of the page to view a complete list of your tasks.

3) Select the task you wish to add an Action to (either by scrolling or searching), and click on the 3 small dots (to the right of the task), then click 'Add Action'.

4) A new dialogue window displays, allowing you to add the Action name, Assignee, and Due Date:

5) When you are finished, click OK to save the new Action!

Note: Creating actions on completed assessments can only be done by 'superusers', or users which have the 'write' privilege assigned to their role. For more information on managing roles click here.