4.1 Internal Actions Overview
Internal Actions allow you to create, assign, and schedule actions linked to specific items in your account.
Specifically, they can be created for:
- Schedule Audits with Internal Actions
- Compliance Obligations Internal Actions
- Independant Internal Actions
General Video Overview
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;
Choose a title, facility, responsible party, and due date, and add instructions to your internal action.
Depending on the type of internal action you are creating, can also add tags and equipment to your internal action 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.
While the internal actions page can be filtered by user, facility, date, and completion, the actions that are visible to you 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.
For all visible internal actions, he title, due date, responsible person, and a truncated version of the note will be displayed on the internal actions page. Internal actions created from audit templates, you will also have a button that allows you to start an audit.
Clicking on the title of an internal action will allow you to edit, delete, and see more information about it. For some internal action types, you will also see a link to the account item that the action was created from.
Close Internal Actions
To close an internal action, click the checkbox next to its title.
Enter your closure 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.