Corrective action workflow template

Fix what a checklist or inspection found: what is wrong, where, who fixes it by when, and a photo of the fix. Start it by hand, or let a checklist start it when an answer fails.

2 steps 8 fields Photo evidence

Use this template See the steps

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

Issue

Whoever starts the request

What was found and where. A checklist can fill this in on its own.
5 fields in the request form
- What is wrong * Text
- Where * Text
- How urgentFix today, Fix this week, Can wait Choice
- Details Long text
- Photo of the problem Photo
Fix

A person or team you choose

Fix it, say what was done and show it with a photo.

Due in 2 days (business time) Escalates when late
3 fields
- What was done * Long text
- Photo after the fix * Photo
- Cost, if any Amount

Make it yours

Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

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The driver starts it before the first trip, from the app or a QR code in the vehicle, and checks it with photos of every side. Defects go to maintenance with a deadline, and a vehicle that is not fit to drive is flagged on the spot.

Pre-trip check → Maintenance

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template