Close-out Action

You'll be able to close out actions here. The process for both Corrective Actions and Scheduled Actions is fundamentally the same, but there are some slight differences. We'll look at closing out corrective actions first.

Closing-out Corrective Actions

Closing-out Scheduled Actions

In Scheduled Actions:

1. Identify the action that you want to close out and then click on the Close out button. The following form will display:

The Close-out a Scheduled Action form is slightly different to the Corrective Actions form

You'll notice a slight difference between this form and that for closing out corrective actions.

1. Enter the Closed out on date. See note below.

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Closed out on date

You must enter/select the date that the action was completed. This will not necessarily be the current date, so 1) please bear that in mind, and 2) the small note under the date field is there to remind you.

2. Upload attachment - use the attachments field to add supporting documentation to close-out the action.
3. Tick the box to confirm that you have added the necessary document to close-out this action.
4. Click on the Submit button to close out the action, close the form, and take you back to the Scheduled Actions grid where you'll see the Action closed successfully message.

Action closed successfully.

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Emails following a Closed-out Scheduled Action

When an action is closed, all responsible persons of that action as well as the Company Owner/Admin will receive email notification.

If I click on the Closed-out tab, I'll see my just closed-out action:

My just closed action