You can record an action required against a risk to set out something that needs to be done. This help page shows you how to update these via the mobile app.
To follow the steps on this page you will need to have found the risk you are looking to update an action on.
Step 1. Go to actions
The actions section is indicated by the icon of an arrow in a target. There will be 2 numbers displayed in this section:
- The first is the number of actions taken (these are completed).
- The second is the number of actions required. This will be red if there are required actions outstanding.
Tap the actions section to proceed.
Step 2. Select actions required
If there are no actions required and you have information to add to the risk, you can add a new action.
Step 3. Select an action
Tap on the action you wish to update. Where there are multiple actions required you will see a list and you can scroll up/down by swiping on the screen.
Step 4. Add a comment
- To add a comment to this action, tap on ‘Comments’
- You will be able to review the details of previous comments here if you wish
- Tap on ‘Add Comment’ to add a new one
- Type or paste the text of your comment
- Tap ‘Save’
Step 5. Add an image
- If you would like to add a supporting image to the action tap on ‘Attachments’
- You will be able to see previous attachments here and you can open them if you wish
- Tap on ‘Add Image’ to add a new one.
- Tap on the camera icon.
- You have the option of taking a new image with your ‘Camera’ or selecting an existing image from your ‘Photo Library’
- Take/Add an image via your chosen option. The steps needed to do this may vary depending on your device. In the example below, you select the image and press ‘Done’.
- Tap ‘Save’
Images can be added in groups of 10, if you need to add more you can tap the camera icon and repeat this step as many times as required.
Step 6. Change the status
If the update you have made has changed the status of the action you can tap on the current status to amend it. To change the status of the action to completed, please see Step 7.
Step 7. Complete an action
Once an action is completed, you can tap the ‘Complete Action’ option.
You will see some instructions, please read these carefully as they may vary. In most cases, like the example below, the instructions are confirming that by completing an action it will no longer be editable in the Mobile App. When you do this the action will be moved to the Actions taken section.
In some cases, the action will be marked as one that controls the risk. In these cases, you will see additional notes advising that the risk the action is linked to will also be updated to have a status of completed and marked as controlled. In these cases, the risk will also disappear from the mobile app as only uncontrolled risks can be seen here. To view controlled risks, please use the risks module on the QUOODA® Portal.
Where all required actions are completed, the list will be blank