To set corrective action tracking, use the ‘Company Maintenance’ function on the far-left side of the admin site. Follow these steps:
Open the ‘User Accounts’ drop-down to display the company list.
Select ‘All Users’ to show all companies in the account.
Locate the inspection company you want to update and click ‘Edit.’
Scroll to the ‘Settings’ section.
Use the ‘Corrective Action Tracking’ drop-down menu to select the desired management method (‘Electronic’ in the example).
Click the green ‘Update Company’ button to save changes.
Note: These steps apply to all tracking methods – ‘Electronic,’ ‘Manual,’ or ‘Both.’
To download the full Corrective Action Tracking Guide PDF, please click below: