Create and assign actions
Raise work from findings or from scratch, with the owner, due date and type that make it real.
4 min read · Last reviewed 18 Aug 2026
Raise actions where the finding is
From a failed inspection response: the action carries the exact question and inspection it came from.
From a hazard report: the fix for what was reported.
Or standalone, from the Actions register, for work that starts as work.
Make it assignable
- 1
Give every action an owner: one person, not a team. Shared ownership is how actions rot.
- 2
Set a due date and a priority the owner can defend.
- 3
Pick the type: corrective, preventive, improvement or maintenance by default; your own types and categories under Settings → Actions.
Tip: A good action reads as an instruction: what to do, where, by when. “Investigate options” is a meeting, not an action.
Close with evidence
- 1
The owner attaches photos or files showing what was done: the fixed guard, the new signage, the invoice.
- 2
Closing writes the completion onto the record, and the source (inspection or report) reads it back.