Corrective Action Reports (Defects): How to Guide
Updated over a week ago Table of contentsNavigating to Corrective Actions (Defects) Menu in a Project
1. From the Home Page select "Projects"
2. Select your project from the Project List
3. Select "Corrective Actions Reports" / "Defects" from the left hand menu.
Creating a new Defects Report
4. Click "Add" to start a new defects report.
5. Add your Report Details and then click "Save"
Editing a Corrective Actions Report / Defects Report
6. Select your report from the list
7. Scroll down to "Actions" and click "Add" to create a new Action.
8. Add your Action Details and settings, then click "Save"
Adding Photos to an Action (Edit Action)
9. Click the "Pen" Icon next to the action you want to Edit.
10. Scroll down to Photos and click "Upload" and add your Photo/s
Adding a Worker Signature
11. Scroll down to "Worker Sign-off" and select "Add"
12. Choose your Workers from the list then select "Continue
13. Select your added Worker and select "Sign-Off" to add signature.
Adding a Client Signature
14. Scroll down to "Client Sign-off" and select "Add"
15. Click "Submit"
generating the Report
16. Scroll down to Report and select "Generate Report"
Email Report
17. Under Report, you can "Compose Email" if you want to send to a specified person or "Send Email" if you want to email a copy to the assignee
Close Report
18. Under "Close Defect" add the Close date and click "Close"
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