Actions

Turn a bad answer into a task with an owner and a date.

Raising an action

While filling a form, any question with the "Action" rule shows an Actions + button. Describe what needs doing, pick who is responsible and a due date. The person is emailed straight away, and so is anyone listed under Settings → Action notifications.

Managers can also add actions directly from the Actions page.

Tracking

The Actions page lists everything with filters for who raised it, who owns it, status and due date (today, this week, overdue). Open actions is the working list. Each action links back to the submission it came from.

Closing out

Open the action, add a note and any photos of the fix, and mark it complete. The dashboard shows open actions per form so nothing is forgotten.

In the mobile app

Assigned actions appear on the Actions tab, can be completed offline, and sync when you are back online.

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