Internal actions allow you to create, assign, and schedule actions linked to specific items in your account. Specifically, they can be created for:
Create Internal Actions
There may be slight variation depending on the type of internal action you are creating (click on the links above to see more information about specific types of internal actions), but in general, all internal actions are created by following the steps below;
Go to the item that you would like to schedule an audit for and click Create Internal Action
Give your action a title, select a facility, responsible party, and due date, and add instructions. You can also add tags and equipment to your scheduled audit at this phase.
If you would like your internal action to repeat:
- Check the Repeat box
- Set the frequency of repetitions
- (Optional) Select a date on which the action should stop repeating
Once you have entered all of the relevant information, click save to create your internal action(s).
View Internal Actions
Internal actions can be found on the Internal actions page, which can be reached from the actions menu.
What you see on this page will be determined by your Role in the account
- Account administrators will see all of the Internal Actions in the account, their responsible party, and due date.
- General users will see all of the Internal Actions assigned to them.
Clicking on the title of an internal action will allow you to see more information about it, as well as a link to the account item that it was created from. Internal actions created from audit templates, you will also have a button that allows you to start an audit.
Close Internal Actions
To close an internal action, click the checkbox next to its title.
Enter your completion notes in the resulting popup and click Save to close your internal action.
Please note, for internal actions created from audit templates, starting an audit will not close the action. We recommend closing the action and then starting the audit to avoid mistakes.
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