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How do I automatically generate Actions for specific checklist answers?

Administrators can create rules that will trigger the automatic creation of corrective actions for example if a checklist question is answered in a particular way. Because the generation of the automatic action is triggered by a specific checklist answer you set automatic actions up in ‘Manage Checklists - Checklist Rules – Automatic Actions’.

Automatic actions for specific checklist answers

  • Administrators can create rules that will trigger the automatic creation of corrective actions for example if a checklist question is answered in a particular way. For example, if the ‘Unsafe’ answer is selected by a Mobile App user during inspection, a corrective action with high priority can immediately be generated by Certainty and assigned to the right person.

  • The automatic action will appear in the ‘Actions’ tab in the checklist details table and it will be available to the responsible Mobile App user.

  • Because the generation of the automatic action is triggered by a specific checklist answer you set automatic actions up in ‘Manage Checklists - Checklist Rules – Automatic Actions’.

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How can I automatically generate Actions for specific Checklist answers in the Admin Portal?