Action List, Checklist & Corrective Actions Templates

Manage your projects smoothly with predefined templates for action lists, checklists and corrective actions:

• Action list template: Action Lists, Standardized Meetings, LSW and other modules that use actions.
• Checklist template: the Checklists module.
• Corrective actions template: the Root Cause & Actions, 8D Reports, Quality Alerts, Safety Alerts and Problem Escalation modules.

Video guide (text instructions are included below):

Create an action list template

• Open the template list

  In the Action Lists module, select Action List Template from the submenu.

  

• Create or edit a template

  Click the green plus button in the upper right corner to create a template, or the edit pencil to edit an existing one.

  

• Add tasks and subtasks

  Define the template details and its actions. Add main tasks with the green plus button at the bottom, or add subtasks with the green plus button on the right side of each task (or subtask).

  

• Fill in the action details

  Add all the details you need: title, details, labels, flags, offset dates, responsible person and approvers, attachments, related documents and more.

  

• Protect the template settings

  You can also protect the template settings and choose administrators, who will then be the only ones allowed to make changes to the template.

  

• Save the template

  Save your template.

  

Use an action list template

• Apply a template to a new action list

  When you create a new action list, select your template from the submenu. This option is available only while you are creating a new document, and you need to complete it before you save any changes.

  

• Preview the actions

  Click the eye icon to preview all the actions and their details before the import.

  

  

• Import into an existing action list

  To add a template to an existing action list through the mass options menu, click the three blue dots icon on the right above your actions and select Import From Template.

  

• Choose the template and position

  Choose the template, the main task and the position, and preview the actions and their details. Click Import once you have made your selection.

  

• Import from a task or subtask

  You can also click the Import From Template icon next to any task or subtask and follow the same steps. The only difference: the main task is already predefined, because you start from that specific task.

  

Create a checklist template

• Open the checklist template list

  In the Checklists module, select Checklist Templates from the submenu. Then follow the same steps as for the action list template above.

  

• Use the template in a new checklist

  When you create a new checklist, select your template from the submenu.

  

Create a corrective actions template

• Open the corrective actions template list

  You can use corrective actions templates in the Root Cause & Actions, 8D Reports, Quality Alerts, Safety Alerts and Problem Escalation modules. In the module, select Corrective Actions Template from the submenu. Then follow the same steps as for the action list template above.

  

• Import the template into a document

  When you are ready to import the template, scroll down to the Corrective / Preventive Actions section and add it there, either with the three blue dots option or with the icon next to the tasks.

  

• Add the template to a new safety alert

  Please note that only in Safety Alerts can you add a corrective actions template directly while creating a new document.