Corrective actions in Ideagen Safety are actions taken to:

• Address a potential issue before it occurs.

• Remedy the underlying root causes of any event that has occurred.
  

✅ Best Practice: Record all corrective actions—both those already completed and those requiring assignment—then sign off once the corrective task is complete.

📍 Accessing the My Actions Module

• The My Actions module is located under Dashboard in the menu bar.
  
  

🔍 Locating a Corrective Action

1. Find the required corrective action.

2. Edit the relevant event to make changes.
   
   
   
    

3. The corrective action will be displayed in full detail.
   
   
   
    

🔄 Reassigning a Corrective Action

If the update involves reassigning the corrective action to a new person:

1. Select the new worker type responsible for the corrective action.

2. Select the new worker who will be actioning it (smart search can help).
   
   
   
    

Note:
To include workers from all sites, contractors, or other person types, your system admin must enable the following features in Settings > Options and Preferences:

• Global Corrective Controls

• Contractor for Controls / Corrective Actions

• Other Person Types for Controls / Corrective Actions

🔒 Sensitive Events

Corrective actions for Sensitive Events can be assigned to any user.

• If the user is not marked as sensitive, no details of the underlying event will be shared in the notification email.

• They will also not have access to the event in Ideagen Safety.

💬 Updating Comments

• Always update the comments field whenever there is a change to a corrective action.

• All comments are stored in the comments register for easy tracking.
  
  
  
   

• Once your update is complete, click Save Corrective Action.
  
  
  
   

🚧 Marking a Corrective Action as “Underway”

When starting work on a corrective action:

1. Click the Status dropdown and select Underway.
   
   
   
    

2. Choose the Status as at date from the calendar.
   
   
   
    

3. Add a comment.
   
   
   
    

4. Click Save Corrective Action — updates will be recorded automatically.

📄 General Updates

For quick updates (e.g., progress reports):

• Add a comment.

• Click Save Corrective Action — these updates are recorded.
  
  

✅ Signing Off a Corrective Action

When a corrective action is complete:

1. Perform a status update to reflect completion.
   
   
   
   
   
   
    

2. Add an appropriate comment.
   
   
   
    

3. Click Save Corrective Action.
   
   

The corrective action is now marked as completed in Ideagen Safety.