Who is this article for?

Ideagen EHS users performing an audit.

Questionnaire completion access is required.

An audit action item is a specific task or action that is identified as a result of an audit and is required to be addressed or resolved by the auditee.

The purpose of audit action items is to improve the effectiveness of an organization's operations, controls, and compliance with laws and regulations.

This article outlines:

1. How to Raise an Action Item in a Questionnaire
2. How to Add an Action Item in a Finding
3. Further Reading

1. How to Raise an Action Item in a Questionnaire

1. Click Modules, and then Audit Management.
2. Click Manage Audits.
3. Search for and open the audit you need to raise the action item on.
4. Expand Perform Audit.
5. Click Questionnaire.
6. Click on Add Action Item  .

7. Click New.

8. Enter the required information.
9. Click Save.

2. How to Add an Action Item in a Finding

1. Click Modules, and then Audit Management.
2. Click Manage Audits.
3. Search for and open the audit you need to raise the action item on.
4. Expand Perform Audit.
5. Click the Findings tab.
6. Click the Actions menu and select Create Action Items.

7. Enter the required information.
8. Click Save.

3. Further Reading

• How to Delete an Action Item
• How to Complete a Questionnaire
• How to Create an Audit Program