How to Generate a Corrective Action Report
If you need to review what Corrective Actions have been logged by staff in Squizify you can run a Corrective Actions Report (CAR)_._ Here are the steps to follow to find the information you need.
From the Main Menu scroll down to the bottom and click on Reports. This will open up the Reports dashboard. In the top section, click on the drop-down list and select Corrective Actions Report. This will then open the Source menu, where you can select the type of CAR you wish to review.
In the Source section you can select any or all of the type/s of CARs you wish to review:
General - will show any Actions that were created directly from the Action menu.
Forms and Tasks - will show any Actions there were created while the user was directly completing a Form or Task.
Sensor Alarms - will show you what Corrective Actions were taken by Users when a Sensor Alarm was triggered.
You will also need to select the date range that you want to analyse by clicking on the dates or calendar on the top right of the Source section.
When you have selected the Source and Date range, click Run Report to generate the report required. Once the report is displayed on your screen, you can download a PDF or export the data to a CSV file by clicking on the appropriate icon.
You can also further filter the data down to multiple or individual stores by clicking on the Edit Report button and selecting the relevant data in the fields provided.
From the Main Menu scroll down to the bottom and click on Reports. This will open up the Reports dashboard. In the top section, click on the drop-down list and select Corrective Actions Report. This will then open the Source menu, where you can select the type of CAR you wish to review.
In the Source section you can select any or all of the type/s of CARs you wish to review:
General - will show any Actions that were created directly from the Action menu.
Forms and Tasks - will show any Actions there were created while the user was directly completing a Form or Task.
Sensor Alarms - will show you what Corrective Actions were taken by Users when a Sensor Alarm was triggered.
You will also need to select the date range that you want to analyse by clicking on the dates or calendar on the top right of the Source section.
When you have selected the Source and Date range, click Run Report to generate the report required. Once the report is displayed on your screen, you can download a PDF or export the data to a CSV file by clicking on the appropriate icon.
You can also further filter the data down to multiple or individual stores by clicking on the Edit Report button and selecting the relevant data in the fields provided.
Updated on: 20/03/2024
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