Work through the action plan

Managers and practice owners can work on any action. Staff can work on actions assigned to them.

StepsCopy Anchor Link

1. Open Action plan. Staff will find it as a tab at the top of Today's checks.
2. Press Open next to the action.
3. Read What needs fixing.
4. To change who does it or when, set Owner and Due date, then press Save assignment.
5. Do the work.
6. Under What was done, or why it was dropped, write what you did.
7. If you have proof, add it with Attach proof (optional).
8. Press Mark fixed. If the action is no longer needed, press Drop action instead.

You will see Action saved.

If something goes wrongCopy Anchor Link

• You can't change the action. Only the person it is assigned to, a manager or a practice owner can. Ask your practice manager to assign it to you.
• It says A manager or owner deals with this. Only a manager or practice owner can close an out-of-range reading.
• Mark fixed is greyed out. Write at least a few words about what was done.
• Something needs fixing and isn't listed. Press Add action, fill in What needs fixing and Due date, then press Save action.
• An action was closed by mistake. A manager or owner presses Filters, sets Status to Closed, opens the action and presses Reopen.
• You can't find an action. Press Filters and check Status, Owner and Where it came from.