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Corrective Actions - Set up

How to create a "Corrective Actions"

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Written by Stanislav
Updated this week

Introductory video:

A Corrective Actions is an additional feature of Checklist activity that helps with recording and describing something that isn’t as it should be.

Every corrective action stays linked to the checklist where the problem was spotted.

Corrective actions are follow-up tasks created after any response for a checklist item fails to meet the expected results. They help you:

  • Capture the issue clearly

  • Track deadlines

  • Make sure the fix actually happens

  • Prove the follow-up during inspections

Preparation:

  • Contact the Learncove team to activate your "Improvement Plan" feature.

How to set up Corrective Actions:

  1. In the Corrective Actions form, you can add as many fields as you like and name them as needed.
    In school Settings > Improvement Plan tab, you will see already some pre-created form fields.

  2. Click on the "Add question" button under the list of pre-created questions.

  3. In the opened "Corrective Actions" modal window, type text in "Question text" area.

  4. Select the needed question type from the "Question type" list.

  5. If the question needs to be mandatory, turn on the "Mandatory" toggle.

  6. Click the "Save" button to save the created question.

Result:

The created Corrective Action question will be added to your Corrective Actions form.


How to enable Corrective Actions for checklist:

Preparation:

  • Create a Checklist activity.

  • The creator should open the "General" tab of the checklist.

Steps:

  1. In the "Specifications" block, turn on the "Users can create deviations" toggle.

  2. If the "Corrective Actions" form should be mandatory for the item on the checklist when the expected results are not met, open the needed item in the "Items" tab.

  3. Click on the "Edit" button for the selected item.

  4. Click on "Filling out a corrective action form" to turn toggle on.

Result:

Now, the user can see the "Create Corrective Action" button when they are passing the checklist.
The warning message will then be displayed for the question that did not meet the expected answer and guides you filling a Corrective Action before continuing with the checklist.
For example, the temperature in the fridge has to be between -2° and 4°, but the actual answer is 6°. The warning message will then be displayed and will guide you filling a Corrective Action form before continuing with the checklist.
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