After the audit has been completed (and if necessary reviewed), corrective actions can be completed by the site contact if they have a Telus Audits user account. The corrective action can then be reviewed and signed off or rejected by the auditor or administrator. If the site contact does not have a user account, the auditor or administrator can close the corrective action on their behalf.
Please Note:
The audit status must be at Under Review, Assessor Review or Site Review for corrective actions to be completed or closed.
To allow the site contact to complete a corrective action the status of the audit needs to be changed to Site Review by the auditor or administrator.
For self-audits, site contacts can close corrective actions.
STEPS FOR SITES TO COMPLETE CORRECTIVE ACTIONS
From the Home page, click on the Corrective Actions tab or click into the chart to find the ones you are looking for:
The screen that opens will show details of the corrective actions. You can use the search box and the filters on the right to locate a corrective
Click the corrective action to edit it:
In the screen that opens, review the details of the corrective action and add details of how the corrective action was completed, the completion date, and upload an attachment if required:
Please Note:
You may also be able to view the Root cause of the issue and add information to the Root cause action
At the bottom of the screen, click Complete or Save for Later.
STEPS FOR AUDITORS OR ADMINISTRATORS TO CLOSE CORRECTIVE ACTIONS
From the Home page, click on the corrective actions that you want to view (i.e. those that are awaiting approval):
The screen that opens will show details of the corrective actions. You can use the search box and the filters on the right to locate a corrective action.
Click the corrective action to edit it:
In the screen that opens, review the corrective action details and add auditor comments, details of how the corrective action was verified and who signed it off, if required.
Please Note:
If you are updating the corrective action on behalf of the site, you can add details of how the corrective action was completed and the completion
You may also be able to view the Root cause of the issue and Root cause action taken information.
Once you have added in the required information to the corrective action, ensure you select the Closed, Date Completed and enter the name of the person who signed it off. Then press Save