HSE Management Tutorial

In QuickInspect, every problem you find -- in an inspection, an incident, a risk assessment or on a photo -- ends up as a corrective action with an owner, a priority and a due date. This tutorial shows how actions work and how they connect the HSE modules.

Where Actions Come From

Source	How
Manually	+ on the Actions list
Inspections	+ on the inspection's Inspection or Actions tab, or Create Action from Finding for non-compliant answers
Incidents	Add action on the incident, or the AI Suggest Action on a root cause from the investigation
Risk assessments	Create Action on a risk assessment -- the action shows the risk and measure it came from
Legal register	Actions for non-compliant obligations
AI	AI hazard marking on photos and the HSE Support assistant can propose actions

Actions created from an inspection or incident carry an Origin chip that links back to it.

The Actions Module

Open Actions from the bottom bar or the Action Items tile on the home screen. The list has three tabs:

• Actions -- all actions in the project. Closed actions are hidden by default.
• My Actions -- the ones assigned to you.
• Timeline -- a Gantt view (see below).

Creating an Action

Tap + to open Create Action. The action has three tabs: Details, Comments and Checklist.

Field	Notes
Title and Description	Required
Priority	Required: Critical, High, Medium, Low or Information
Due Date	Required; a Start Date is optional (needed for the timeline)
Status	Starts as Open
Location	Up to five levels from your company's location tree, plus a location description and a pin on the location image
Photos	Evidence before and after
Subcontractor / Department	Which part of the organisation the action belongs to
Solution	What was done to close the action, with evidence attached
Action type	For incident actions: Elimination, Substitution, Engineering Controls, Administrative Controls or PPE (the hierarchy of controls)
Linked document	Optional link to a controlled document

You are assigned automatically. Add colleagues with ⋮ › Assign User.

Status Lifecycle

Status	Meaning
Open	Not started
In Progress	Being worked on
To verify	Done and waiting to be checked
Closed	Finished -- the action becomes read-only

The creator, the assignees and KeyUsers can change the status. A closed action can be reopened with a reason, which is recorded as a comment.

Open actions keep their source open: an inspection cannot be completed while any of its actions -- including those in To verify -- are still open, and an incident can only be closed once all its actions are closed.

Comments and Notifications

• Comments on an action notify everyone following it; status changes do too.
• New actions are announced to the project team.
• Overdue actions are escalated to the responsible persons of the department or subcontractor after 1, 7 and 30 days.
• Assignees receive a weekly email summary of their open actions.

Timeline (Gantt Chart)

The Timeline tab shows actions that have both a Start Date and a Due Date as bars on a calendar:

• Red -- overdue
• Orange -- open
• Blue -- in progress
• Teal -- to verify
• Green -- closed

Actions are grouped by status by default; you can group them by creator, activity or risk assessment instead. Mine shows only your actions, and Today jumps to the current date. See the Findings & Actions Timeline Tutorial.

Hazardous Materials

The Hazardous Materials module integrates directly with risk assessments and the broader HSE workflow. When conducting a risk assessment for an activity that involves hazardous substances, you can link substances from the hazmat registry to the assessment. This ensures that hazard classifications, exposure limits, and SDS information are always available in context.

The hazmat module also supports substitution tracking under EU REACH, allowing you to document decisions about replacing high-risk substances with safer alternatives.

For full details, see Hazardous Materials Management.

Next Steps

• Your First Inspection -- where most actions start
• Incident Reporting -- investigations and incident actions
• Risk Assessment -- measures that become actions