Corrective Actions on the Admin Console

Add and edit Corrective Actions from the Admin Console and explore the powerful reporting and action management tools

Explore Corrective Actions Dashboard

When looking at Corrective Actions on the Dashboard you can either take a quick view of the Top 10 Summary or take a deep dive into the Corrective Action Dashboard.

To access your Corrective Action Dashboard screen:

Login to the Admin Console
Find your Corrective Action Summary on the Dashboard
Click the open arrow to explore all Corrective Actions

The default view of this screen will show you all the current corrective actions and all the details associated with them:

Status:	Allows you to track the workflow status of the action. Can be set to To Do, Started, Done, Blocked or Cancelled. Once set to Blocked or Cancelled the action will be considered closed and be moved to the 'Closed' tab.
Assigned:	Assign actions to different members of your team and notify them that they have an action that needs completing.
Colour:	Select from 6 different colours that help you identify and delineate actions.
Priority:	Choose between Low, Normal and High to prioritise each action.
When Due:	Date the action is due by, this will determine what actions are shown on the Dashboard as only upcoming or overdue actions are displayed. Once overdue they will display in red.
Form/Resource:	Allows you to attach a form or resource to be completed or referenced as part of this action
Note:	Add a note when updating the status to provide additional context
Created:	Shows the user and date the action was created.
Action For:	Shows the form, or resource the action is for. This will also show the attached completed form and answer if applicable

Note: There is also the option to view escalations in this view by selecting the escalation 'thunderbolt' icon

Filtering Corrective Actions Dashboard

You can filter the Corrective Actions to find what you need quickly.

You can filter by:

Status | To Do, Started, Done, Blocked, Cancelled
Colour | Green, Orange, Red, Magenta, Yellow, Grey
Priority | High, Normal, Low
Assignee | Staff & Users

For example:

You may want to take a quick look into all Corrective Actions that need to be completed by a certain Staff Member. So you'd filter by:

Status | To Do, Started
Assignee | Select staff member

To clear the filters you can click the x icon next to each filter.

You can also view Escalations by clicking the thunderbolt icon. That will take you a deep dive into Escalations that are running at the time too.

Adding Corrective Actions

These can be added from multiple places on the Admin Console, they can also be added from the Mobile App to see here for more information.

Add Corrective Actions to a Completed Form

This can be done via either the Activity Stream or a Completed Form on the Reports page.

For example:

You see a Customer Complaint form on the Activity Stream about food being cold. Add a Corrective Action to the form to notify the Manager to train the Staff Member in the reheating process and attach the Training form you would like them to complete.

Add a Corrective Action from the Corrective Action Dashboard

This can be utilised in many ways, whether you:

You receive a Maintenance notification so you notify a Staff Member to complete the Maintenance form
You receive Corrective Actions from your Verifier, you can log them as a Corrective Action in Safe Food Pro for the relevant staff members to complete
If you change a process or training to improve food safety in your business

In this example, the Verifier set a CAR to improve our Cooling Foods process. I then sent a Corrective Action to our chef so they can be notified and can improve this.

Completing or editing Corrective Actions

Once a Corrective Action has been made from either the Mobile App or Admin Console, you can monitor and track them from the Corrective Actions Dashboard.

If a Corrective Action has been completed, then simply mark the Status as Done. It will then appear on the Closed tab where you can view all Done and Cancelled Corrective Actions. It will also stay on the Current tab for 7 days and will auto-archive after that.

Viewing and Exporting Completed Corrective Actions

You can view your completed Corrective Actions in multiple places in Safe Food Pro.

Staff Training History

You can view all corrective actions that have been assigned to a Staff/User on the Staff & Users page. To do this:

Go to Staff and Users
Click the pencil icon next to the person you want to see. Here I'm looking at Sally
Click Training History tab (at the top)
Scroll to the bottom to see all corrective actions that are assigned to that staff/user
Click the view icon to see the completed form

Summary Reports Page

You can also view all corrective Actions that have been made in the Summary Reports page. To do this:

Click Reports
Stay on the Summary tab
Scroll down to the bottom to your Action/Tasks report
View all Corrective Actions here

Closed Tab

As mentioned above you can also view Done & Cancelled corrective actions on the Closed tabs in your Corrective Actions Dashboard. You can also export Current Corrective Actions to a CSV by clicking the green export button.