Actions

A finding nobody owns is not a finding.

Actions in e20 close the gap between what a form found and what somebody did about it. Each one arrives with an owner, a due date and a link back to the submission that raised it.

Work them on a board, a list or a calendar, and sign each one off with the evidence attached.

Someone owns it from the start

An action is assigned by a person, not guessed at: the type, the team, the owner, the date, and a line saying what needs doing.

  • Assign it straight off the submission that found the problem, so the evidence travels with it.
  • Pick the team and the person, and reassign it later if somebody else picks it up.
  • Attach a photo or a document when the description needs backing up.

However your team works

The same actions, in whichever view fits the job.

Board

Drag between columns and see the load on each person at a glance.

List

Filter and sort by site, team, owner or date, then export what you filtered.

Calendar

What is due this week, beside everything else that is scheduled.

It chases, so you do not have to

Reminders go out before a date passes, and again after it does.

  • In date, due soon and overdue on every row, in the same colours as everywhere else.
  • Reminders to the owner, and a nudge upwards when one goes past its date.
  • A manager sees the team’s, an operative sees their own.

Closed with the evidence attached

An action closes against the submission that raised it, so the record reads end to end.

  • Photos, notes and a signature on the close, rather than a tick.
  • The original finding, the work done and who signed it, in one thread.
  • Exportable when an auditor asks how it was dealt with.

What you get

  • Nothing found is left unowned
  • A date on every action, and a chase behind it
  • Evidence from finding to close

Forms See every piece

Cut the admin. Keep the standards.

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