A Corrective Action is an action that can be assigned to a particular team member or everyone in your business
For more Admin information, check out:
In this Article
How a Corrective Action can be used
Example 1:
Your Verifier can give you Corrective Actions or CARs after they have Audited your business. You can add these in the Admin Console as Corrective Actions and assign them to the relevant staff member to action.
That way your team can:
Be notified of the change they need to make
Improve the process they were doing before
Mark the action as DONE once they have completed the task
You can then get notified once they have completed the task and send the Verifier the information they need to prove the change was made.
Example 2:
You were completing your Temperature Checks on the Mobile App. One of your Fridge Temperatures came a lot colder than usual. You added a Blue Note explaining that it was looking cold and you've turned the temperature up slightly, then set yourself a Corrective Action to check the Fridge Temperature again after an hour.
Once you've checked the Fridge Temperature you can update the form with the new temperature and mark the Corrective Action as DONE.
Example 3:
You see a Customer Complaint form has been completed today by a staff member. The Customer Complaint was due to food being under cooked.
Create a Corrective Action attached to the Customer Complaint form to get the staff member to complete training to ensure serving under cooked food won't be served again.
Create a Corrective Action
Explain training needs to be completed
Assign it to the staff member
Attach the relevant training form you need them to complete
The staff member will then get notified to complete the training form and can mark the Corrective Action as done once it has been completed.
Adding Corrective Actions
There are two ways you can add a Corrective Action from the Mobile App. They can be:
Adding to a question
Adding to a form
Adding a Standalone Action
When completing a form you can add a Blue Note to show an observation or that something is out of the ordinary. From there you can also attach a Corrective Action if you need a task to be completed based on the observation.
Attached to a Question in a Form
Open the Form you're completing
Answer the Question
Click the three dots and select Add a Corrective Action
Add Corrective Action text
Select fields you would like
Click green tick
Adding from Tasks (Actions) Page
Tap the Menu (three lines in top left corner)
Select Tasks (Actions)
Click green plus button
Add Corrective Action text
Assign it to a team member
Input all the details
Do you want to assign a form?
Do you want to assign a Resource or Document?
Completing or Updating Corrective Actions
You can view your Corrective Actions on the Corrective Actions page in the Menu.
To do this:
Click the Menu icon (three lines)
Go to Actions
Search or filter to find your actions
My Tasks
Unassigned Tasks
All Tasks
Select an action assigned to you - this will prompt you to select your name and enter your pin to prove you have permission to view
Add notes to provide context to your changes
Update the Status to Completed
If there are forms attached to the Task, they will appear at the top of the Task. Ensure that these are completed!
Note: Admin, Managers, Tablet Managers and the person assigned to the Corrective Action has access to view it. Tablet Users or a standard Staff Member who is not assigned to the Corrective Action won't have permission to view the changes