Actions

Actions work with requirements, risk, issues, registers, and may be recurring scheduled actions or one-off actions. Build templates and schedule activities such as audits, document reviews, calibrations, meetings, competency updates or inspections.

Actions ensure you stay compliant always - schedule and delegate actions, provide alerts and reminders, complete actions daily, weekly, monthly, quarterly, annually, or any other frequency you determine. Use start a task for events that are not able to be scheduled such as ad-hoc inspections, onboarding checklists, offboarding checklists, and unscheduled audits.

An actions table, viewing upcoming, due and overdue tasks

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Actions are completely flexible - design the questions and processes, specify the timezone, action owner(s), questions, and tasks. Ensure you are always compliant.

  • Build risk actions your way
  • Highly flexible templates pre-built and customisable
  • Map any action to a requirement, incident, risk or register, or all of them
  • Build specific reports to detail actions and progress with compliance

Register Actions

Use actions to schedule an asset inspection or calibrations, ensure competencies are renewed, risk register items are risk assessed, and documents are reviewed and updated. Ensure you never forget your test and tag or calibration, ensure staff competencies are always valid, ensure all equipment is inspected regularly.

Details of an Action in CertCrowd

Requirement Actions

Schedule management review, internal audits, policy review, and send an action to all staff annually to acknowledge policies and code of conduct, review stakeholders, update your scope, and review objectives - ensure these things are never missed and you have concrete records to support compliance.

Details of a Task in CertCrowd

Start a Task

Want checklists that can be filled out whenever you need them, CertCrowd has you covered. We have pre-built checklists for onboarding staff and offboarding staff, for change requests, inspections, and audits. Build all of your paper checklists in CertCrowd quickly and easily, expose them to your intranet through our SSO offering.

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More Features

Requirements

The frameworks, implement one or many frameworks instantly and comply with the standard or framework today - including ISO 9001, ISO 27001, NIST, ISO 14001, etc.

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Registers

Manage assets, competence, legal, risk, employee and suppliers through our registers, including actions to review, inspect, calibrate or renew.

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Actions

Create actions for inspections, audits, reviews and assessments, ensuring tasks are allocated and completed - stay compliant by scheduling actions weekly, monthly, or annually as required.

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Incidents

Manage incidents, corrective actions, non-conformity, change requests and breaches. Create forms and workflows to report and resolve any type of issue.

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Risk

Undertake risk assessments with a simple and flexible process. Manage risks and controls your way by mapping your process into our flexible software.

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Manual

Build a Quality Manual, Information Security Management System, or HSEQ Manual in minutes utilising our AI generated Manual. Link policies and procedures to actions and frameworks.

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Dashboard & Reports

Build custom reports and schedule reports to be delivered straight to your inbox. Stay on top of the system and your team with dashboard reporting, highlighting areas to focus on.

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Alerts

Schedule alerts - daily, weekly or monthly to ensure you never miss an action or task. Alert stakeholders in real time to significant issues. Message staff in-app and resolve compliance questions fast.

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