Actions

Actions prompt users to complete specific actions. When they visit the Actions page, general users can see a list of the Actions assigned to them. Account administrators will see a list of all open tasks in the account. 

The actions page can be filtered by action type, facility, responsible person (admin only), date, and completion status. It can also be exported to excel or CSV. Depending on your subscription and responsibilities in the organization, you may be assigned any of the following actions:

  • Audit CAR – Requires the assigned person or team to complete a corrective action for an audit
  • Audit CAR EffectivenessRequires the assigned person or team to evaluate the effectiveness of a corrective action that was completed for an audit.
  • Doc Update – Changes have been made to a document that the assigned person or team is responsible for by the issuing body. More information on the specific changes will be found in the body of the action.
  • Expiring Obligation – A permit that the assigned person or team is responsible for requires a one time action by the indicated date
  • Incident CARRequires the assigned person or team to complete a corrective action for an incident
  • Internal Review – A user in the account has marked a document that the assigned person or team is responsible for as “Requires Review” more information on the specific actions required will be found in the body of the action.
  • Internal Sec Review – A user in the account has marked a clause that the assigned person or team is responsible for as “Requires Review” more information on the specific actions required will be found in the body of the action.
  • New Document – A new document has been added to the Nimonik database. This document matches the parameters of a compliance obligations list that the assigned person or team is responsible for.

    • Please note that Proposed documents do not create Actions.
  • New Section – A new clause has been added to a document that the assigned person or team is responsible for.
  • Repeating Obligation – A permit that the assigned person or team is responsible for requires action by the indicated date.
  • Scheduled Audit – The assigned person or team must start a specific audit by the indicated date
  • Updated Sec – Changes have been made to a clause that the assigned person or team is responsible for by the issuing body. More information on the specific changes will be found in the body of the action.

Every Action will include a responsible person, a due date, and a label that indicates its type. Actions can be reassigned on the action page at any time by clicking Edit next to the existing name. Due date and action type however, cannot be edited.

When you receive an Action, you can click on its title, or the triangle to the right of it for more information. When you are ready to complete an Action, simply click on the checkbox and follow the instructions in the resulting popup.

Actions linked to compliance obligations can be batch-closed. For more information click here.

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