Collaborative actions let you and your team spot issues and correct them as a group. Bring the actions you care most about to the forefront by sorting and filtering your actions list on both mobile and web.

IMPORTANT NOTE

Any filters or sorting that you apply to collaborative actions will keep applying until you change them, even if you close the iAuditor app. This means that the actions that are most important to you are always at the top, without you having to apply new filters or sorting each time.

Learn via video

Web app: sort & filter collaborative actions

  1. Login to the iAuditor web app
  2. Select the "Actions" menu from the left-hand pane
  3. Your actions list populates with a view of all actions across your team
  4. To filter, click "Add filter" above the top left corner of your actions table
  5. Select which category of filter you'd like to add: Status, Site, Assignee, Inspection, Template or Creator
  6. Check the box next to which filter you'd like the add within the category
  7. You can select multiple categories
  8. To sort, click the underlined column heading that you would to see in order
  9. The arrow next to the column heading shows whether the data shows in ascending or descending order
  10. You can sort by due date, date created or priority

Mobile: sort & filter collaborative actions

  1. Login to your iAuditor mobile app
  2. Press the "Actions" tab at the bottom of the screen
  3. To filter, press the bar slider button in the top left corner of the screen
  4. Select a category for your filter: Status, Site, and Assignee categories
  5. Check the box next to the filter you want to apply within the category
  6. You can apply multiple filters
  7. To sort, press the last option of the filters page ("Sort by), and select from Due date, Date created or Priority
  8. Alternatively, go back to the overview of the action and press the drop-down next to the bar slider button
  9. Select from due date, date created, or priority
  10. Choose whether you want to sort by last updated, due date, date created, or priority
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