Actions User Guide
This document was created in MY Compliance Management on 24/06/2025 14:11:14
A: You can force an eSignature, and a completion note, when completing an Action by creating an Action Group. An Action Group allows you to organise your Actions based on the type of action, for example. Here, you have the option to force an eSignature and completion note.
Go to your Actions Module > Action Groups > Manage Action Groups > + Add Action Group and select ‘Require Completion Note and/or Require Signature’.
When a full system user raises an action, simply select the Action Group to enforce the sign-off requirements.
Onboarding - Actions Module Available for user levels: Account Adminstrator Manager
Are you new to the Actions Module?
Why not take our Onboarding course to fully embed yourself into the Actions Module?
Learn how to build your Action Groups, Custom Fields and Scheduling Actions and even how to manage them on a day to day basis.
Simply register for a free account today and have access to all of our E learning for each module within the software.
You can access this here: Link to Actions Training Here
Actions Module Overview Available for user levels: Account Adminstrator Manager Standard User
With our Action module you can take control of your workplace by tracking all actions and tasks assigned to any user, keeping your workforce engaged and staying on top of your compliance.
With our action module you can:
Take control of your workforce by setting tasks/actions Categorise your actions into groups for clearer reporting Set an Action ‘On the go’ with our mobile app MYActions Hold colleagues accountable with our full history overview Automatically escalate an action if it’s not completed on time Customise your form to allow for better recording and reporting using our custom fields. Identify trends using our custom report tool to drive improvement Link actions across most modules for example; back to your ISO internal audit, Incident report and the NCR process.
From simple task setting to investigating Incidents our Actions module can be tailored to your business to ensure your holding your colleagues accountable. Our Action dashboards provide clear easy to read displays showing what, when and who currently has open or overdue actions. Email notifications and on-screen alerts on action creation so you can be sure they are seen and then completed as requested, keeping history logs are kept for compliance.
Add a document/image on creation or prior to completion, you can even make it mandatory to add a note when it’s completed.
Did you know? All actions can be recorded easily with our versatile new mobile app MY Actions included as part of the subscription.
Actions User Permissions Guide Available for user levels: Account Adminstrator Manager Standard User
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