When there's been an action plan / item (via an Audit) assigned to you, it will display in the normal task list until completed. You can also access it (as well as any other outstanding tasks) via the dashboard widget.

By default, the dashboard task list widget is disabled. Please let an Op Central support specialist know if you would like to have it added to your dashboard.

You can set reminders for your action items, mark them as complete, export to PDF, and add comments to them.

If a reminder is set, the system will send you an automated email on the day. Only one reminder date can be set at a time.

As an Admin (or other user with reporting permissions) you can see the Action Items, both outstanding and completed, in the Reporting section.

Action Items are assigned by the user submitting the audit. An "Add to Action Plan" button will appear for each question. 

 

 

Compliance Management System