Who this is for: Needs Manage Corrective Actions.
Open Audit Findings, open the finding's ⋮ menu and choose Assign Corrective Action. (During an audit, use the corrective action row on the finding card.)
The Corrective Actions panel opens, listing any actions already on the finding. Select Add Action.
Complete Action Details. The fields are listed in the table below.
Use the other tabs — Actions, Attachments, Completion — if the work has sub-steps or supporting files.
Select Save and Email to save and notify the owner, or Save and Next.
Field | Required | Notes |
Action Title | Yes | Short and specific |
Action Type | Yes | Pre-set to Corrective Action |
Action Priority | Yes | How urgent the work is |
Target Date | Yes | When it must be done |
Describe the Action | Yes | What needs to be done |
Action Owner — Name and Email | Yes | Who is responsible. They are notified |
The action is created in the Actions module as an Audit Corrective Action, linked to both the audit and the finding, and appears in the finding's Corrective Actions table.
Write the action against the root cause, not the symptom. If the root cause is that nobody owns the training matrix, “assign an owner for the training matrix and add it to the QMS responsibilities register” is a corrective action. “Update the three missing records” is a fix, and the finding will recur.