Action Items Reports

Action Items are specific tasks or responsibilities that must be completed to improve operations and maintain equipment. These could include items that need to be repaired/replaced, alarms that are not functioning, or liquid or debris present in equipment. You can filter these reports by Urgency, Assignee, or Region.

The Action Items Reports allow you to:

• Quickly identify problems such as failed equipment, alarms not functioning, or maintenance issues.
• Prioritize work by filtering action items by urgency, assignee, or region.
• Stay compliant by ensuring required repairs and corrective actions are completed on time.
• Track progress and accountability by monitoring open, overdue, and completed action items.
• Support inspections and audits with clear documentation showing issues were identified and resolved.
• Improve operational efficiency by centralizing tasks instead of managing them across multiple systems or spreadsheets.

There are three main reports that you can run from the Action Items category: Overdue Action Items, Open Action Items, and Closed Action Items.

Overdue Action Items: This report helps you see which inspection issues are overdue so you can take care of them. Use the filters to sort by urgency, who it’s assigned to, or location, then assign items, follow up on repairs, or download the list to share with your team or vendors.

Open Action Items: This report shows all open inspection issues that still need to be addressed. Use the filters to narrow the list by urgency, who the item is assigned to, or location, so you can focus on what needs attention, assign items, and keep work moving forward.

Closed Action Items: This report shows inspection issues that have already been resolved. Use the filters to sort by urgency, who the item was assigned to, or location, and download the list to review completed work, confirm follow-up, or share records for audits and reporting.