Corrective Action FAQ's
What is a Corrective Action?
Corrective Actions are workflows that are triggered when an Observation is marked Not Compliant (In Progress).
Why would I use a Corrective Action?
Corrective Action workflows are helpful tools to address incorrect workplace behavior, to increase knowledge retention, and provide documentation that a noncompliant Observation was addressed through additional actions.
Who completes a Corrective Action?
- Coaches can complete a Corrective Action at the time of the Observation in Coach. A corrective action will appear in App directly following an Observation that is marked Not Compliant. Pending corrections can also be found in the Quick Actions section of the Homepage.
- Administrators with Manager access (Gold Admin or higher) can mark a Corrective Action as complete in Manager. Pending Corrective Actions can be found under the Users navigation menu.
Are Corrective Actions always required?
- Alchemy Observations that are marked Not Compliant will always trigger a Corrective Action.
- Corrective Actions are optional in Company Specific Observations.
If I mark a Corrective Action complete, will the original Observation change to compliant (complete)?
- No, the Observation that was marked Not Complaint will remain Not Compliant, and will show “In Progress” on the training records.
- A Coach should conduct the Observation on the employee again until it is successfully completed.
When should I add a Note to Corrective Actions?
To learn more about how to complete corrective actions, see How to Complete Corrective Actions.