There are many Checks or routines that need or must be completed on a regular basis. You can remind those staf fmembers that need to complete those checklists using Actions.

You are able to create an Action and link this to a Checklist. This will notify the staff member of the task to complete, and when they complete the required checklist, the Action will be automatically updated as ‘Complete for Reivew’.

This then allows you to see within Workspace which Actions are being completed on time, and which are overdue.

When a checklist is linked, the user will be shown an additional screen on completion of the checklist, where they can choose to complete the action:

Notifications:

Assiged users are notified when they are assigned an Action, or when the Repeating Action creates itself.

Users are then notified at a set times leading up to the deadline, while the action remains in the status ‘To Be Completed’. These are:

7 days, 3 days, 2 days, and 1 day before the deadline.

An action set as ‘Complete for Review’ or ‘Complete’ will not receive deadline notifications.