Corrective Actions

Corrective Actions

Purpose

This page manages the response work created from alerts so teams can assign ownership, track progress, and confirm closure.

Prerequisites

  • A trigger event should exist (typically from an alert or manual issue report).
  • Team members must have access to update action status.
  • Response procedures should be defined by your operation.

Main Actions

  • Create corrective actions tied to a specific issue.
  • Assign owners and due expectations.
  • Update status as work progresses.
  • Add notes, evidence, and closure details.

Field/Status Reference

  • Owner: Person responsible for completing the action.
  • Due By: Target completion date/time.
  • Status: Lifecycle state (for example open, in progress, completed).
  • Root Cause: Summary of why the issue happened.
  • Resolution Notes: What was done to fix and prevent recurrence.

Workflow

  1. Create an action from an alert or identified issue.
  2. Assign an owner and set timing expectations.
  3. Perform corrective steps and capture evidence.
  4. Update status through completion.
  5. Confirm outcome and close the action.

Connections

  • Commonly created from Temperature Checks.
  • Often referenced by Incidents during event reviews.
  • May involve team, checklist, or policy pages depending on the type of issue.

Common Mistakes

  • Creating actions without clear ownership.
  • Marking actions complete without documenting verification.
  • Writing vague notes that do not explain what changed.

Troubleshooting

  • If actions are not visible, check filters (status, owner, date).
  • If updates fail, verify permissions for the signed-in user.
  • If duplicate actions exist, consolidate and retain one clear source of truth.

Quick Tips

  • Keep action descriptions specific and measurable.
  • Use short status updates during active work.
  • Include prevention steps, not only immediate fixes.