Review findings and turn them into action

Accept or send back submitted work, then raise work orders, capital needs or actions from findings.

How toReviewed September 27, 2026

Review submitted work

On a submitted assessment, “Accept and close” — or “Ask for revision” to send it back to whoever did it.

Act on findings

Each finding can become: a work order (“Raise a work order”), a capital need (“Add to the capital plan”), an asset (“Add to equipment register”), a project, a unit turn, an action (“Create the action” — it shows on Today, the Calendar and Attention) or a document.

Finding statuses: Awaiting review, Reviewed — valid, Action taken, Dismissed, Resolved. The Findings register lists all of them and can be downloaded as CSV.

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