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Adding corrective actions (tasks) to audit questions

Forms & AuditsAll usersVerified 21 Sep 20261 min

Raising a corrective action

When a question is answered in a way that indicates a problem (e.g. "Fail" or "No"), an option to add a corrective action appears next to it.

  1. Select Add Corrective Action.
  2. Fill in what needs to be done, who's responsible, and a due date.
  3. Save — a task is created and linked to that specific question.

You can track all corrective actions from an audit via its linked tasks, so nothing flagged gets forgotten.

Walkthrough video

Every step above, performed once in a demo organisation.

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