How to Complete a Corrective Action

To complete and resolve a corrective action follow these steps:

Determine if Corrective or Follow-Up Action is Required:

Locate the question where follow-up action might be required.

Depending on the question, the checkmark (✓) or negative (x) response will trigger the corrective action workflow.

Provide an Optional Answer:

If necessary, fill in the “Optional answer” field with any additional comments or explanations.

Hazard and Control

Update the Hazard and Control fields with the appropriate information, indicating the hazard and corrective action required or taken (which is the control)

Assign the Corrective Action:

Locate the "Assigned to" field.

Click on the field and select the appropriate individual from the list.

Set the Severity:

Find the "Severity" dropdown menu.

Click on it and choose the level of severity associated with the hazard or near-miss incident.

Determine the Probability:

Locate the "Probability" dropdown menu.

Click on it and select the likelihood of the hazard or incident occurring.

Evaluate the Frequency:

Find the "Frequency" dropdown menu.

Click on it and select how often the hazard or incident is likely to happen.

Provide Additional Details (if necessary):

Use the "Notes" section to add any additional information or context regarding the corrective action.

You can also attach images or files to support your documentation by clicking on the respective icons.

Resolve or Mark as Unresolved:

If the corrective action has been addressed and resolved, click the "RESOLVED" button.

If the corrective action is still pending, click the "UNRESOLVED" button.

Save the Corrective Action:

Once all necessary information is filled out and the status is selected, click the blue "SAVE" button to save the corrective action.

Following these steps will ensure that the corrective action is properly documented and either resolved or marked for further attention.