The Action feature is available throughout Safe365. While investigating a report you may find follow up actions are needed. Creating an Action notifies another user to complete a task. Actions can include a deadline, notes, a priority, a recurring schedule and a linked checklist. The Action is viewable within the report and in Workspace.

How to add Actions within a Report:

1. Navigate to the Performance Dashboard
2. Click through to the Report.
3. Under ‘Actions’, click ‘Add Action’.
4. Complete the Action details, and Assign to a User. 
5. Click ‘Add Action’.

The Action will be saved, and you can view it within the Report, and under Workspace.