How to create a corrective actions

Start by clicking Admin on the bottom left of your screen, then select Task Types.

Click Create Task Configuration, enter a title and description, and decide if this corrective action should only be accessible from within a form.

We recommend turning that on to make sure corrective actions stay connected to the form that prompted them. If you leave it off, the corrective action can also be created directly from the Create Task button at the top of the screen.

In the Task Type dropdown, select Corrective Action, then click Create.

By default, Wombat requires a short description, due date, and an option to assign the task to a user, a role, or both. These fields can’t be deleted.

Click into the section to open the properties. You can choose whether this corrective action is assigned to a user, a role, or both by turning the toggles on or off. If a toggle is off, that field won’t show up when someone creates the corrective action.

In this example, we’ll leave both options on.

Assign to user lets you assign specific people. You can also enable the Multiple option if you want more than one person to be assigned.

Assign to role means anyone with that role will be notified when the corrective action is created.

If both fields are left blank, the corrective action will be assigned to whoever created it.

If you need to capture more information, you can add additional fields in the builder.

In this example, we’ll add a user dropdown for Who Reported It, and an image field.

You can also include these fields in email notifications by turning on the Display in Email Notifications toggle.

Next, we’ll add a second workflow step. This is for the person resolving the corrective action.

Click Add Workflow Step, select it, and add the fields you want. In this example, we’ll add a user dropdown for Resolved By, a Resolved Date, a description, and another image field.

You don’t need to set up routing for this step — the system will automatically send it to whoever was selected in the Assign to User or Assign to Role field.

We’re also going to add a notification configuration. The default option sends an email to the assigned user. We’ll select that for now.

If you want to learn more about configuring notifications, here is a link to learn more.

Once everything looks good, click Save, then Publish.

Now, let’s test it in a form.

We’ll edit the Fire Extinguisher Inspection form. In the editor, highlight the inspection question and toggle on Allow Action Creation.

Scroll to find the new corrective action. You can add more than one corrective action template to the same question if needed.

Click Save, then Publish.

Now, when we fill out the form and trigger that question, the corrective action will appear.

In this example, we’ll assign it to Jane and the Maintenance Team. Once submitted, the corrective action will show up in Jane’s To-Do list, as well as the To-Do list for everyone on the Maintenance Team.

Jane can fill out the resolution details from her To-Do list. If she needs more context, she can open the original form under Linked Entries.

If you want a user to be able to reassign corrective actions, add the ASSIGN USER permission to their profile.

To allow editing of corrective actions, add the MANAGE TASK permission.

That’s it — your corrective action template is ready to go.