Objective
To create, assign and track corrective actions requiring evidence collection directly from within the FYLD app.
Background
You can assign specific follow-up or corrective actions within FYLD to ensure nothing is missed. This replaces scattered or paper-based methods with a single digital record, improving accountability and enabling easy tracking.
By requiring supporting evidence such as photos or videos, FYLD ensures that work is completed correctly and thoroughly documented. Assigning Actions is an efficient way to manage accountability, streamline closeout, and support robust reporting.
Video
Types of Actions
Corrective Actions
Created in response to issues identified on site
Assigned to a specific team member
Include clear instructions on what needs to be done.
Can include required evidence (photo or video) to verify completion
Preventative or Planned Actions
Used for proactive work or scheduled follow-up
Helps ensure hazards are properly mitigated
Assigned in advance to ensure tasks are not overlooked
Evidence Requirements
Each action can require specific evidence
Users must upload photo or video proof to mark an action complete
Evidence is permanently linked to the action on the job timeline
Managers can review evidence in FYLDCloud to verify closeout
Benefits of Assigning Actions
Never lose sight of corrective tasks
Assign and track actions right within the job page
Clear visibility of what needs to be done
Responsibilities are explicit
Capture accountability with evidence
Required photo or video ensures the work was properly completed
Evidence is permanently stored with the action
Supports audits and client reporting
Simplify closeout and reporting
See at a glance what’s outstanding and what’s complete.
Track who is responsible for each task
Managers can review, approve and close out work in FYLDCloud
How to Assign Actions
Steps to assign an action
In the FYLD app:
Click on a job to enter.
Tap the + symbol to see the menu of options.
Select Assign Action.
Fill in the action details:
Description of the required task
Assignee (person responsible)
Due date or priority (if applicable)
Evidence requirement (photo or video)
Tap Assign to confirm.
Once assigned, the action will appear on the job timeline and in the assignee’s task list.
Steps to complete an assigned action
In the FYLD app:
To view your assigned actions you can do either of the following:
Navigate to the Activity page by clicking the bell icon
Note the number next to the bell icon, indicates your assigned actions which have yet to be completed.
Tap on the bell icon to view details of your assigned actions, and which actions have previously been completed, at the bottom of the screen. This page will indicate any actions assigned which are pending or overdue. Note: overdue tasks will be displayed at the top of the list.
Clicking into the action assigned, will provide the overview of when its required by, and prompt you to 'Start' the evidence flow. You would also see any media attached by the assigner that is relevant to the task. For example - screenshots of documentation or instructions. Comments from the assigner will also be displayed here.
Complete the required work.
Capture the required photo or video evidence in-app.
Tap Complete to close out the action.
The action will update on the job timeline and in the assignee’s view to show as completed, including the evidence provided.