Corrective Actions – Plan and Manage your Corrective Actions

The Corrective Actions tab in Compliance > Corrective Actions displays all your open corrective actions. Use it to plan and manage your corrective actions, verify they've been completed correctly, and approve them. Once a corrective action has been approved, it moves from the Corrective Actions tab to the History tab.

On shore, you can find and update open corrective actions from the following locations:

  • Compliance > Corrective Actions > Corrective Actions tab
  • Compliance > Audits > Audits tab, on the Findings sub tab in the audit where it was created
 

Corrective Actions tab

To update a corrective action from the Corrective Actions tab

  1. Go to the Compliance > Corrective Actions > Corrective Actions tab.
  2. From the list, select the corrective action you want to update.
  3. In the Update Corrective Action window, make any changes required to the corrective action item.

    Note To change the Due On field, you need to open the corrective action from within the audit where you created it.

  4. Click Save Corrective Action to save your changes.

 

Audit Findings sub tab

To update a corrective action from the audit where it was created

  1. Go to the Compliance > Audits > Audits tab.
  2. Select the audit where you created the corrective action.
  3. On the Findings sub tab, click the corrective action description.
  4. In the In the Update Corrective Action window, make any changes required to the corrective action item.

    Note This is the only location where you can change the Due On field for a corrective action after you've published it.

  5. Click Save Corrective Action to save your changes.