Create a standalone action

Most actions in SteadyOn come from something — a hazard, an investigation, an inspection failure. But sometimes you just need a task: “buy three new fire extinguishers”, “schedule the asbestos survey”, “update the visitor sign-in sheet”. Those are standalone actions.

Steps

1. From the sidebar, open Actions.
2. Click + Action. The wizard opens.
3. Fill in:
   • Title — short, action-oriented (“Replace expired fire extinguisher in workshop”).
   • Description — detail on what’s being done and why.
   • Type — Corrective (fixes a known problem) or Preventive (heads off a future one).
   • Priority — pick from the lookup. Defaults usually include Urgent, High, Medium, Low.
   • Due date — when this needs to be done by.
   • Site — pick a site, or leave blank if it’s an org-wide action.
   • Assigned to — pick a person or member.
4. Save.

Standalone vs linked

Standalone is fine for genuinely standalone work. But if an action has an obvious source — an inspection finding, a hazard’s recommended control, an incident’s investigation — link it. The link tells future-you (or the inspector) why this action existed. See Cross-link related items.

When the action is overdue

By default, an action goes amber 14 days before its due date and red on or after the due date. The dashboard’s Today’s Focus card surfaces red and amber actions automatically.

To change the thresholds, see Adjust BRAG thresholds.

See also

• Raise an action from a finding
• Verify a completed action
• The CAPA workflow
• Action fields