How to Create Actions

Step-by-Step Guide: How to Create Actions

Step 1 —
Open the Action Plan Module
From the left navigation menu, click:
Action Plan
You will see:

• To Do Actions
• Actions In Progress
• Actions Overdue
• Completed Actions

Step 2 —
Open the Related Task or Issue
Actions are usually created from:

• Tasks
• Inspections
• Issues
• Audit findings

Step 3 —

Click “Create Action”
The action creation form will open.

Step 4 —
Enter Action Details
Provide:

• Action title
• Description
• Operational context
• Required corrective activity

Use clear and specific descriptions.

Step 5 —
Assign Responsibility
Select:

• Responsible user
• Team
• Department
• Supervisor

This determines ownership and accountability.

Step 6 —

Set Priority Level
Choose the
appropriate priority:

Priority    Meaning

Low           Minor operational impact
Medium      Moderate operational concern
High           Significantoperational risk
Critical        Immediate attention required

Step 7 —

Configure Due Date & SLA
Set:

• Due date
• Expected completion timeline
• SLA requirements (if applicable)

This helps monitor overdue activities.

Step 8 —
Save the A ction
Click: Create Action
The action now appears in:

• To Do Actions
• Assigned user dashboards
• Notification systems