Adding team members to Corrective actions

How to add team members to Corrective actions on your Conformio account

Step 1 – Accessing the Corrective actions module from the top menu

Please access the Corrective actions module from the top menu option – “Nonconformities – Corrective actions – Audits.”

Adding team members to Corrective actions - Support Center
Accessing Corrective actions module from the top menu on Conformio.

Step 2 – Accessing Corrective actions Settings tab

Please access the Corrective actions Settings tab and activate the “Edit settings” option.

Adding team members to Corrective actions - Support Center
Accessing Corrective actions Settings tab on Conformio.

Step 3 – Assigning team members from the Settings edit form

Once you are on the Corrective actions Settings edit form, you can activate the “Assign people” option and choose the team members you want to join you in handling reported corrective actions.

Adding team members to Corrective actions - Support Center
Assigning team members from the Settings edit form on Conformio.

Step 4 – Selecting people and saving changes

Once you select the users you want to add or remove, make sure you click “Save changes” to apply the settings to the Corrective actions module.

Adding team members to Corrective actions - Support Center
Selecting people and saving changes on Conformio.

Step 5 – Previewing and removing added team members from the Corrective actions Settings tab

After you save your user selections, you can preview them right from the Settings tab and, if needed, remove the ones you don’t need any more by clicking the “X” beside their profile photos.

Adding team members to Corrective actions - Support Center
Previewing and removing added team members from the Corrective actions Settings tab on Conformio.
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