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Corrective Action Tracking (CAT) & Management - Electronic
Corrective Action Tracking (CAT) & Management - Electronic
Updated over 2 months ago

Electronic tracking is the most common method in the Safety Reports system. Each negative observation generates a unique ID, allowing the system to track and manage follow-ups with statuses like “Open/Pending” or “Closed.”

Managing Electronic Corrective Actions

  1. Follow the steps in the Corrective Action Tracking Method- Set Up section.

  2. After a negative observation is submitted via the mobile app, go to the ‘Corrective Action Tracking’ function on the admin screen.

  3. The system assigns each item a unique ID and tracks it.

  4. Responsible parties receive email notifications to update their assigned action items.

Note: Ensure only involved personnel are listed as responsible parties to prevent spam filters from blocking legitimate Safety Reports emails.

  • Use drop-down menus to filter by user or company.

  • Select a Corrective Action Status using radio buttons.

  • Inspections with follow-up items appear in rows with their respective statuses:

    • Closed: All items are resolved.

    • In Progress: Some items remain open.

    • Open: All items remain open.

  • Click ‘View’ to manage a specific item.

  • Click the ‘Delete’ icon to remove a follow-up from tracking.

Note: Deleting an item stops email notifications but does not remove it from the original inspection.

To download the full Corrective Action Tracking Guide PDF, please click below:

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