Actions and tasks

Assign it. Track it. Close it.

Every corrective action and task assigned, tracked, and closed in SiteSherpa. Nothing falls through the gaps. Overdue items flagged automatically.

Auto-assignOverdue alertsPriority levelsFull audit trail

Auto-creation

Corrective actions created automatically from incidents, audits, inspections, and ISO gap analysis findings.

Assignment

Actions assigned to the right person with a due date. Assigned worker notified immediately.

Priority levels

Critical, high, medium, and low priority. Focus always on what matters most.

Overdue escalation

Actions not completed by due date flagged and escalated. Manager notified. Never forgotten.

Progress tracking

In progress, under review, and completed stages tracked. Full visibility on where every action stands.

Completion verification

Evidence of completion required before action can be closed. Photos, comments, or sign-off required.

How it works

Simple from day one.

01

Action created

Corrective action created from an incident, audit finding, or inspection. Or created manually.

02

Assigned and notified

Action assigned to responsible person with due date. Notification sent immediately.

03

Tracked to completion

Worker updates progress in SiteSherpa. Manager sees status in real time.

04

Closed with evidence

Evidence of completion uploaded. Action closed. Audit trail complete.

Feature screenshot
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Built for the field. Not a checkbox.

  • Actions created automatically from incidents, audits, and ISO gap analysis — nothing missed
  • Overdue actions escalated automatically — no relying on someone to chase people up
  • Evidence of completion required before close-out — not just someone clicking done
  • Full audit trail on every action — who created it, who it was assigned to, when it was closed
  • Linked to source — every action linked back to the incident, audit, or finding that created it

Assign it. Track it. Close it.

Nothing falls through the gaps. Every action tracked to close out.