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How to delete actions

  • Actions

Although record-keeping is a good practice to have in all organizations, it’s still necessary at times to clean out data you no longer need. Whether it was created by mistake, or that it’s out of date and no longer relevant. This article shows you how to delete actions on the web app. Before you begin...

Actions FAQ

  • Actions

This article provides answers to some of the frequently asked questions on the Collaborative Actions feature. Frequently asked questions What is the Collaborative Actions feature? Collaborative Actions is the latest Actions experience that we released in 2019. This feature empowers everyone to flag issues by raising actions from their devices. This can be done either...

How to assign actions to external personnel via email

  • Actions

We understand that it’s very common for many businesses to work with people outside their own organization for projects or maintenance tasks. That’s why in iAuditor, you can assign actions you create to people outside your iAuditor organization, such as external teams or contractors, and notify them to complete tasks. This article shows you how...

How to export actions to CSV

  • Actions

From time to time, you may need to export the data your team has captured on iAuditor, such as actions. Either to be imported into another platform or simply for record-keeping purposes. This article shows you how to export actions to CSV (Excel) on the web app and outlines the columns of data included in...

How to filter and sort actions

  • Actions

Over time, as you and your team spot issues and correct them, you may find the list of actions increase in quantity and become harder to manage. In this scenario, you can use the filtering and sorting options in iAuditor to narrow down the list and access the actions that you need to view and...

How to create and update actions

  • Actions

The Collaborative Actions feature allows you to identify, track, and correct issues as a team. You can create actions to highlight an issue that needs to be fixed as you’re walking through an inspection, or create standalone actions on the go, without having to start an inspection. Each action includes a built-in chat and activity...

How to use legacy actions

  • Actions

Actions build workflow into the iAuditor system by helping users take the next steps when corrective action is needed. You have the ability to assign actions while conducting inspections so that the response is immediate and on the spot. The action can be assigned to another user with a priority level and due date, and they...