Health, Safety & Quality

Track corrective actions to closure

See every open safety action across the org in one worklist, and drive what is overdue or unassigned to done.

EssentialSafety moduleActionsFor safety coordinators~6 min

What it is

A corrective action is the fix that comes out of an incident, a hazard, an inspection finding or a plain observation — the thing someone has to do to stop a risk recurring. This worklist fans them all in, no matter what raised them, so you can answer the question that matters most: what is open, what is overdue, and what is sitting unassigned across the whole operation. It is the single to-do list for safety.

Actions are where safety either gets done or quietly slips. An incident investigated and never acted on is no safer than one ignored. The cross-org worklist means nothing falls through the cracks between modules — you can sweep overdue items, assign the orphans an owner, and keep every fix moving toward a close, with each one tied back to whatever raised it.

When to use it

  • You want one view of every open safety action across the org
  • Actions are overdue and need chasing to closure
  • An action was raised but never assigned an owner
  • A manager asks what is outstanding and who owns it

How it works

Step by step.

The org-wide corrective-actions worklist — every action, its source, owner, due date and status.
The org-wide corrective-actions worklist — every action, its source, owner, due date and status.
  1. 1

    Open the worklist

    See every corrective action in one place — those tied to an incident, a hazard or an inspection finding, and ad-hoc ones.

  2. 2

    Filter to what matters

    Narrow to overdue, unassigned, or by status to focus on the actions that need you right now.

  3. 3

    Assign the orphans

    Give any unassigned action an owner and a due date, so someone is accountable for the fix.

  4. 4

    Chase the overdue

    Work the overdue list — follow up the owners, and update status as items progress.

  5. 5

    Close completed actions

    When a fix is done, close the action. It updates wherever it was raised, so the incident or hazard reflects it too.

  6. 6

    Trace back to source

    Open an action to jump back to the incident, hazard or finding it came from, for the full context.

Worked example

Follow it through.

The scenario

A Monday review of safety actions across all sites turns up overdue and unassigned fixes that need clearing.

  1. 1 Open the actions worklist and filter to overdue.
  2. 2 Spot "Re-mark Aisle 4 floor lines" from the Docklands racking near miss is two days overdue; follow up Liam Brennan.
  3. 3 Filter to unassigned and find "Replace eyewash station tag" with no owner; assign it to Jack Mason, due Fri 13 Jun.
  4. 4 Update the floor-marking action to in progress after Liam confirms it is scheduled.
  5. 5 Close "Remove frayed extension lead" once Sofia Russo confirms it is done — the linked observation closes too.

The result

The overdue list is chased, the orphan action has an owner and a date, and a completed fix is closed — updating its source observation automatically.

Tips & notes

Good to know.

  • Start the week on the overdue filter; an action that slips its due date is the one most likely to be forgotten.
  • Never leave an action unassigned — without an owner and a date, it is a wish, not a fix.
  • Closing an action here updates the incident, hazard or finding it came from, so you only close it once.
  • Trace an action back to its source when an owner pushes back; the original context usually settles why it matters.

When you’re done

Every safety corrective action is owned, dated and tracked to closure, with nothing overdue or orphaned slipping by.

Ready to try it?

Every task here is a guided flow inside Hexis — the assistant walks you through it on your real data, with a person always on the call that matters.