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How to Delete an Action Item
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.
From time to time you may need to delete an action item from the system.
This article outlines:
- How to Delete an Action Item via Questionnaires
- How to Delete an Action Item via Action Items
- Further Reading
1. How to Delete an Action Item via Questionnaires
- Click Modules, and then Audit Management.
- Click Manage Audits.
- Search for and open the audit you need to raise the action item on.
- Expand Perform Audit.
- Click Questionnaire.
- Click on the Action Items .
- Check the box for the action item you need to delete.
- Click Delete.
- Click Close.
2. How to Delete an Action Item via Action Items
- Click Modules, and then Audit Management.
- Click Manage Audits.
- Search for and open the audit you need to raise the action item on.
- Expand Perform Audit.
- Click Action Items.
- Check the box for the action item you need to delete.
- Click Delete.
- Click OK.