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Create an Action within a Report

Written by Maddie Kidd

Updated at September 2nd, 2024

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Safe365's Action feature is available throughout the entire platform. When investigating a Report you may find some follow up Actions need to be taken, this feature will allow you to notify other Users in your Safe365 account to complete tasks. 


How to add Actions within a Report:

  1. Navigate to the Performance Dashboard
  2. Click through to the Report.
  3. Under ‘Actions’, click ‘Add Action’.
  4. Complete the Action details, and Assign to a User. 
  5. Click ‘Add Action’.

The Action will be saved, and you can view it within the Report, and under Workspace.

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  • How to create an Action
  • Completing a Action

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