Adding an Action

If you wish to add any actions to a part of Safety Cloud, you will need to click on the actions button next to the specific record you are trying to add an action too.

Once you have completed a form or added a document the actions button will automatically appear for you. 

If you already have a record created and want to add an action at a later date, click on the ID number of the item and this will take you back into the log. Example below shows within the meetings module.  

To add a new action click +new action. 

Fill in the action required, set a target date, assign to a specific staff member if necessary, set a priority and click save. 

You can also attach any images or documents to the action by clicking Add Files and then Start Upload, finally clicking save.

Once the action has been saved, it will show in red to indicate that it must be completed.