Adding and Viewing Actions

Remedial actions arising from reports and records are entered into the Actions section against the appropriate record.
Adding Actions
You can easily create actions for a report by clicking the Add or Add Batch icons on the far right of the report record (see image below).
Viewing Actions
To view actions:
  • Click on the Actions tab at the top of the screen
  • Select the action search parameters you require and click update results. RFB will then list any actions associated with your search parameters. You can then edit, complete or achieve the actions according to their status.
  • You can also export the selected actions using the blue buttons (EXCEL, WORD, PDF).
Actions are assigned to usernames and if you amend an action, a date, time and username will be added to the action as part of the audit trail. You can edit actions using the Edit button.

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