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Corrective actions: raise, close out and verify

Fixes from incidents, inspections, hazards, audits, pre-task plans or on their own, each with an owner, a priority and a due date, checked by someone other than the owner.

2 min readLast updated

Applies to: Site Safety Records · Association admin, Association team member

On this page

A corrective action is one thing that needs fixing. It moves Open → Done · to verify → checked and closed, or Cancelled. An association admin raises and manages actions; builders and businesses also let a safety officer (every site) and a project or site manager (their own sites) do it.

How to raise one

  1. Step 1: Raise it where the problem is: an incident, a failed inspection item, a hazard or a pre-task plan. Or open Actions and use Raise an action.
  2. Step 2: Write What needs to be done and any Details, and choose the Site.
  3. Step 3: Choose the Owner (someone on the site's team; never a read-only role).
  4. Step 4: Choose the Priority. The due date fills in: critical 1 day, high 7, medium 14, low 30. Change it if you need to.
  5. Step 5: For an action on its own, choose From: Raised directly or An audit, with a Reference (optional).
  6. Step 6: Choose Raise action. The owner is told.

How to close one out

  1. Step 1: The owner (or whoever manages the site) opens the action and, under Close it out, says What was done and adds Evidence (a photo or file).
  2. Step 2: Choose Close out. It shows as Done · to verify, and the safety people are told.

How to verify one

  • An association admin (or a builder's or business's safety officer) checks the fix and chooses Verify, or writes what still needs to be done and chooses Send back. The owner is told.
  • The person who verifies is never the owner or the person who closed it out. Only when nobody else could verify it may they choose Self-verify, with a written reason of at least 10 characters. The action then says so everywhere, including exports and evidence packs.
  • Cancel this action with Why it's no longer needed.
  • Assign gives it a new owner. Give it to one of your providers to fix makes it a finding: you still own the action, and accepting their close-out closes it out here, ready to verify.

Reminders

The owner gets a reminder on the first day an action is overdue, then every 7 days while it stays open. Overdue actions turn the overview's tile red and show under Needs you.

Limits

  • Evidence: one file, 10 MB at most. A photo of the fix makes verifying quick.
If you only report, you see the actions you own. Every step is audited.
Open corrective actions
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