Remedial Action

A Remedial Action is an action taken to fix or resolve a Red Flag /Concern /Observation.

The Remedial Action tool allows users to follow up on any problem areas identified within reports, streamlining and systematising the process of rectification.

This feature can be accessed through two avenues:

Remedial Action Dashboard Item: A dedicated hub for coordinating and overseeing all Remedial Actions.
In-report Remedial Action: Seamlessly manage actions directly within the report, whilst you’re drafting the report.

Remedial Action Dashboard Item:

The new feature gathers all the Red Flags/ Concerns/ Observations from reports.

To add a new Remedial Action, follow these steps:

From the Home Page, click on the Remedial Action icon that you can find in the “Core” category.
Click the green NEW button
On the Create Remedial Action pop-up screen
- Choose the REPORT you need to create a new remedial action from
- Choose the ISSUE (Red Flag/ Concern/ Observation) that you want to address.
- Click the green ADD button
On the new Add Remedial Action pop-up screen
- Add a Description of the action needed for the Red Flag/ Concern/ Observation
- Assign it to a specific user
- Choose a Due Date for the Remedial Action

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You can also add a Remedial Action to a specific Red Flag/ Concern/ Observation, by following these steps:

Find the Remedial Action you need from the table
Click on the three dots (…) and choose Add Remedial Action.
On the new Add Remedial Action pop-up screen
- Add a Description of the action needed for the Red Flag/ Concern/ Observation
- Assign it to a specific user
- Choose a Due Date for the Remedial Action

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You can also ask the system to take you to the report where the Red Flag/ Concern/ Observation is.

To go to the Go to Report action, follow these steps:

Find the Remedial Action you need from the table
Click on the three dots (…) and choose Go to Report.
The system will automatically redirect you to the report and the chapter where the Red Flag/ Concern/ Observation is.

Additionally, you can set the risk of the Red Flag/ Concern/ Observation and see the progress:

To set the risk, follow these steps:

Find the Remedial Action you need from the table
Click on the Pencil Icon and choose the type of risk (low, medium, high)

In-Report Remedial Action:

Using this tool is straightforward. Upon spotting a Red Flag/ Concern/ Observation in a report, users can seamlessly create a remedial action.

To add a Remedial Action, follow these steps:

From the Report, find the Red Flag/ Concern/ Observation you want to add a Remedial Action.
Click on the three dots (…) of the Red Flag/ Concern/ Observation and choose Add Remedial Action.
On the new Add Remedial Action pop-up screen
- Add a Description of the action needed for the Red Flag/ Concern/ Observation
- Assign it to a specific user
- Choose a Due Date for the Remedial Action

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Consequently, the action will appear in the Executive Summary and be added as an entry in the Remedial Action Feature.

NOTE: Once the Remedial Action has been created it will appear in the report and you can: edit it, mark it as complete or delete it.

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Unresolved actions can be seamlessly carried forward to the next report in the series.

NOTE: Once the report is published the Remedial Action can’t be edited on the report but can be edited on the Remedial Action Feature. It won't show in the published report but in the next report in the series.