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.”
Step 2 – Accessing Corrective actions Settings tab
Please access the Corrective actions Settings tab and activate the “Edit settings” option.
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.
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.
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.
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