Responding to Action Plans

Ready to dive into the world of Action Plans? Well, buckle up because we’re about to show you how to handle them like a pro! Update an action from Open to Closed, add comments, attach images.

Step 1: Access the 'Actions' Section

As you scroll through your assessment, you'll come across a section labeled "Actions". This is where the magic all happens! Here, you can view all the action plans tied to your tasks and have the power to close them with a simple comment (or an image if needed). So go ahead, take a peek, and see what needs your attention.

Step 2: Understanding the Action Section

Once you’re in the Action Plan section, here's what you can expect to see in the 'Locations Reports' tab:

• Standard Action: What needs to be done? The action you created or need to complete.
• Assigned To: Who’s taking charge of this task? The person responsible for completing it.
• Due Date: When’s the deadline? This tells you exactly when the task should be wrapped up.

Tip: Did you know you can easily adjust the order of actions? Simply click the arrow beside 'Due Date'. You can choose to display them either from most recent to oldest, or oldest to most recent, whichever works best for you!

• Due/Overdue: Is it due today or is it overdue? This will help you stay on top of deadlines.

Step 3: How to Respond to Actions

Now comes the fun part, responding to actions! You have a few options to mark tasks as complete and keep things moving.

1. Add a Comment: Click on the action that needs your attention, type in your comment, and click ‘Close’ to mark it as done.
2. Add an Image: You can also add a picture to your comment. Simply click the action and select the camera icon to upload your image. Once that’s done, click ‘Close’.
3. Mark ‘Closed’ Without a Comment or Image: If you want to mark an action as completed without adding a comment or an image, that’s totally fine. Simply click ‘Close’ and boom, the task is checked off your to do list!

With these easy to follow steps, you can handle your action plans with confidence. Whether you’re adding comments, attaching images, or simply marking tasks as closed, you’ve got the tools to make the process smoother and faster.

Some Actions Need Just an Image!

Here’s a pro tip: Some actions require you to upload an image before you can mark them as closed. If that’s the case, you’ll spot a camera icon next to the ‘Close’ button. When you click on it, a pop up will appear, prompting you to upload your image. It’s quick, easy, and ensures everything’s documented perfectly!

With these simple steps, you’re all set to manage your action plans like a pro! Whether you’re adding comments, uploading images, or closing tasks, you’ll stay organized and on track. Happy managing!