Issues

Issues is the corrective-action register for your site. Each issue is assigned to a team member and tracked through to resolution with a full activity timeline. Find the list under Records → Issues in the sidebar.

You can raise an issue yourself, and some are created for you — an out-of-range temperature reading or a failed intake opens a linked issue automatically. The Origin field shows where an issue came from and links back to the source record.

Create an issue manually

1. Select Create Issue in the top-right corner.
2. Optionally pick a template from the Select Template dropdown (e.g. Hand Washing Violation, Equipment Problem) to pre-fill common details.
3. Complete the form:
   • Issue Title and Description.
   • Action Type — Corrective Action or Preventative Action.
   • Assigned To — the team member responsible.
   • Status — Draft or In Progress.
   • Origin Type — choose from Hygiene, Structural, Procedural, Training, Equipment, Maintenance, or Utility.
   • Due Date and Time.
   • Location.
4. Select Create Issue.

Manage an issue

Open any issue from the list to reach its detail view:

• Assigned To — reassign the issue using the dropdown.
• Due By — adjust the deadline.
• Status — change between Draft and In Progress.
• Type — switch between Corrective Action and Preventative Action.
• Description — edit the description at any time.

The timeline at the bottom shows comments and a history of every change made to the issue.

Resolve an issue

1. Select Resolve Issue.
2. In the Log Corrective Action dialogue, describe what was done to fix the problem.
3. Select Submit. The status changes to Resolved and the action is recorded along with the name of the person who resolved it.

If an issue needs to be re-investigated after being closed, select Reopen Issue.

Issue list

The Issues list shows all issues for the current location, sorted newest first. Columns include Title, Status, Assigned To, and Created date. Use the search field to filter by title.