How to View all Outstanding Actions for a Location

With our new 'Actions' page, you will be able to see all of the action plans associated with a selected location. This means that instead of switching between individual reports, you can view all of the action plans for your location(s), over a selected time period. Here's how:

1) After logging in to the Dashboard, click Reports and select a location. On the left side, choose Actions

2) Start by selecting a date range. If you would like to see all of the actions, use a wide range such as a full year.

3) Use the status indicators to see which actions remain overdue. To close an action, simply click on the task name and you will be taken to the action tracker page. For more information on this, see: Responding to Action Plans

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