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How do I assign an action item to myself if it won't allow me?

This article will explain how you can make changes in your system to assign and close out these action items yourself.

To assign an action item to yourself, you must first be the supervisor for the site that this corrective action was created from.

  1. Assign yourself to the site as a supervisor.

a) Click Company Settings, click Sites & Supervisors
b) Click the Edit Pencil on the far right for the site you need to be the supervisor of 
c) Add yourself by clicking in the Site Supervisor box and choosing yourself in the dropdown.
d) Click Save Site

2) Now you will have full control to assign yourself the action item to correct and close out.

For additional questions, contact us at support@safetyevolution.com