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Project teams

Keep follow-up connected to its source.

Track shared corrective actions with ownership, project context, and a link back to the originating issue.

Corrective ActionsExample project view
Assigned follow-up

Make the access route clear

SourceSite inspection

OwnerSite supervisor

StatusIn progress

Illustration with sample data.

What your team can do

Source record context

Keep the original issue visible when reviewing the next action.

Action ownership

Identify the person responsible for the action and its follow-up.

Follow-up records

Check the action’s status alongside the issue that started it.

01 / In detail

Keep the source visible

Start with the issue that prompted the action so the purpose of the work stays clear.

Source record connection

Keep the originating inspection, NCR or observation accessible from the follow-up discussion.

Shared workflow

Use shared Corrective Actions across the relevant source modules so the response stays attached to the issue.

SiteAxis / Corrective ActionsExample 01
Illustration: Corrective Action and source record. Sample data.
Illustration with sample data.
  1. Corrective Action record
  2. Originating issue
  3. Source module context

02 / In detail

Make responsibility clear

Make it clear who is responsible for carrying the response forward.

Assigned ownership

Assign an owner who can coordinate the action and answer questions about progress.

Project context

Retain the project association so the action is reviewed by the appropriate team.

SiteAxis / Corrective ActionsExample 02
Illustration: Action ownership. Sample data.
Illustration with sample data.
  1. Action owner
  2. Project context
  3. Action description

03 / In detail

Review the response

Review what happened next against the original issue.

Follow-up records

Read the action’s status and updates before deciding what needs to happen next.

Supporting evidence

Use supporting files and photographs to assess the response with the responsible reviewer.

SiteAxis / Corrective ActionsExample 03
Illustration: Follow-up evidence. Sample data.
Illustration with sample data.
  1. Follow-up information
  2. Supporting evidence
  3. Source issue for comparison

Putting it into practice

A practical way
through the work.

Start with the record, check the evidence and agree who does what next.

  1. 01Identify the source issue and required follow-up.
  2. 02Assign responsibility in the project context.
  3. 03Review the response and supporting evidence.

Keep the connection

Take the next question
to the right workflow.

Explore the next workflowDocuments

A clearer project conversation

Start with the workflow
that matters to your team.

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