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Closing Out All Corrective Action Tracking (CAT) Items for an Inspection
Closing Out All Corrective Action Tracking (CAT) Items for an Inspection
Updated over 2 months ago

Managing corrective action items efficiently is essential for maintaining compliance and streamlining inspections. Follow these steps to generate a link that allows you to close all corrective action items for a specific inspection.

Step 1: Access the Corrective Action Tracking Feature

  1. Log into your administrator profile.

  2. Navigate to Corrective Action Tracking from the left-side menu.

Step 2: Display Corrective Actions

  1. Use the drop-down menu to select:

    • "All Users" to display corrective actions for all users.

    • A specific user to filter the corrective actions accordingly.

Step 3: View Inspection Details

  1. Locate the desired inspection in the list.

  2. Click the "View" icon to open the inspection details.

Step 4: Update an Action Item

  1. Identify an item in the "Action" column.

  2. Click "Update" to modify or review the corrective action details.

Step 5: Trigger the Close All Option

  1. Scroll to the bottom of the page, below the Email section.

  2. Click the green "Cancel" button.

  3. This action will generate a new link labeled "Close All Open Items".

Step 6: Close All Corrective Action Items

  1. Click the "Close All Open Items" link.

  2. This will automatically close all corrective action items associated with that inspection.

By following these steps, administrators can efficiently manage and close corrective action items, ensuring a streamlined inspection process.

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