Corrective Actions – Plan and Manage your Corrective Actions

The Corrective Actions tab in 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.

  1. Click the Corrective Actions
  2. From the list, select the corrective action you want to update.
  3. Add the following details:
    1. Update the Description field if necessary.
    2. Select a Severity Yellow is the least severe and red is the most severe.
    3. (Optional) In the Tags field, add an existing tag or create a new one.
    4. From the Created by list, select your name.
    5. From the Show in list, select which space in Logs (Engine Log, Mate's Desk, or Wheelhouse) will see this item in their To Do list.
      1. Alternatively, if this corrective action should not appear on the vessel, do not select a space.
    6. From the Vessel list, select which vessel this item is for.
    7. (Optional) From the Component list, select which component this item relates to.
    8. (Optional) From the Location list, select the location where this item should be completed.
  4. In the Plan section, from the Assign to list, select whether the item should be finished on Shore, on the Vessel, or during the next Dry Dock.
  5. Note: If you select Vessel or Dry Dock from the Assign to list, the status of the item will immediately change to Planned. If you select Shore, you must also set a due date and choose either an assignee or a vendor before the status will change to Planned.
  6. (Optional) To add a note, click Notes.
  7. (Optional) To attach a file, click Attachments.
  8. Click Save Corrective Action to save your changes