Save an action

Click on the tab'Register of Actions'.

The record of actions appears, then click on the button"Add an action"

The registration page for an action is similar to the request for action, the difference that no downstream action validation is required. As a result, there will be two other sections on this page:'Treatment of action'and'Verification of the action'.

To save an action, complete the section'Description of the action'as well as the first line of the section'Treatment of action'.

After completing this form, click on the button"Validate"

You then return to the actions register page. The recorded action appears under the state:"Planned"

A notification and email are sent to the Action Pilot to advise him that he must process the action assigned to him.

Namely: most share records are made directly through the different modules and features of the Symalean software (Audits, Non-Conformities, Objectives, Security Events ¦), which has the advantage of automatically linking an origin to the recorded action.

The function'restricted'restricts the visualization of the recording to a field. Clicking on the check box unlocks a field to select the desired Date.

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