Add an Action to an Issue

To progress an Issue in QSToolbox, you will be adding 'Actions' to describe what's been done so far. If you want to plan and/or delegate what needs to be done for a corrective action, you can add Tasks under the Issue.

Action categories follow a guided workflow for resolving an issue:

You can skip steps, add them out of order, and add more than one action per category. The steps are:
  1. Describe the problem
  2. Contain the problem
  3. Investigate the root cause
  4. Propose a solution (to prevent recurrence)
  5. Implement a solution
  6. Verify the solution was effective
and "Other"

You can read more about each type of corrective action here.


When you add an action, you can upload files and images that provide extra information or evidence for the issue, e.g. the customer's complaint letter, pictures of the defects in supplied product, the safety hazard identified in the workshop.

In actions you can also apply and complete a Form selected from the system. 


New 'Actions' trigger email notifications to subscribers, so they can be used as a communication tool for all stakeholders affected by the issue. The Issue Assignee, or a manager user, can add extra people who should be kept informed via the 'Followers' tab on the right hand side. Members and Observers can subscribe themselves to Issue they are interested in, or 'unfollow' if it's no longer relevant.

Add an Action

Add actions via the links in the workflow diagram, or scroll down to the form at the bottom of the issue. e.g., click on "Propose" to add an action for the next step in the workflow, which is "Propose a solution to prevent recurrence"

Clicking the link will scroll down to the action form at the bottom of the page and pre-select the action category you clicked on.

If you prefer to read the story of what's already happened for this issue before adding an action, you can scroll through the issue details and any previous actions until you see the action form at the bottom of the page. To see actions, the 'Actions' tab should be selected (default):

At the bottom of the page you'll see a form to fill in:

  • Optionally choose to Add a Form to the action, or if you don't need a Form click 'no thanks' or just ignore it.
  • Type (REQUIRED): Select what step in the corrective actions process you're describing. Here's more on what's expected for each type.
  • Description (REQUIRED): The details of what's been done for this action or what's happened
  • File: Choose files and or images to upload along with your action

Save your response by clicking on "SAVE ACTION". 

Once the action has been saved, it's not possible to edit it.


You'll see the new action added to the bottom of the existing actions so the story flows down the page. Each action also shows who added it and when.