Assigning Action Items

There are a few ways to assign Action Items to your team members:

1. From the Audit Report that the Action Item was generated from
2. From the Remediation Report of the audit that the Action Item was generated from
3. From the "Action Items" tab of the Audits module

Assigning from an Audit Report

If you already know which audit report has the Action Item you'd like to assign, find that audit in the Audits module and view the audit report.

Once on the audit report page, use the "Compliance Status" filter at the top and select "Non-compliant" from the dropdown options to show only answers that are "Non-compliant". Click on any question to expand that question and show the associated Action Item. Then click the "Assign Users" button in the Action Item box.

Assigning from the Remediation Report

Once in the remediation report, click on any question in the "Completed" or "Open" tabs of the report to see details about that question. That includes the Action Item(s) pertaining to that question. Click the "Assign Users" button underneath the Action Item to assign it.

When a question is expanded, click the "Assign Users" button to add or remove users for that Action Item.

Tip: Since Remediation Reports by definition ONLY show questions marked "Non-compliant", it's usually easier to access an Action Item from the Remediation Report.

Assigning from the "Action Items" tab

On the "Action Items" tab, you can assign Action Items one at a time, or multiples at a time.

To start, navigate to the "Action Items" tab (Audits module > "Action Items" tab). You'll see a list of all the Actions Items identified on all of the audits conducted at your company's locations that you have access to.

Assigning an Action Item (one at a time)

Use the filters at the top of the screen to find the action item(s) you're searching for. You can use multiple filters at once to narrow down the list. 

 

Click on the Action Item, and the details of that Action Item will appear in a slide-out pane on the right side of the screen. In that pane, click the green pencil icon to edit the assignees and then click the "Assign to New Person" option. A modal will open on the screen where you can change or add more assignees to the Action Item. Click the "Save" button when you're finished.

Upon clicking the "Save" button, a notification email will fire to the new assignee(s). This email will include the Action Item along with a link to it in their Simplifya account, so they can easily log in and be directed right to it.

Bulk Assigning Action Items

Possibly the easiest way to assign your Action Items is by bulk assigning them. 

Click the checkbox next to an Action Item to select it (the checkbox will turn blue). Once all your Actions Items are selected, click the "Assign To" button at the top of the table. Depending upon existing assignments for all Action Items, you can click a user and either assign or un-assign all selected Action Items to them.

When combined with the granular search and filtering capabilities, bulk assignments save you a ton of time.