Action Audit updates and changes

We’ve introduced a new Qualification column in post-audit activities that automatically classifies actions based on audit inputs

This new column supports the following classifications:

• Recommendation: if the audit response indicates a recommendation.

• Corrective Action: if marked as Corrected immediately or if detailed in the Corrective Action field.

• Preventive Action: if detailed in the Preventive Action field.

• Minor Nonconformity and Major Nonconformity: if it’s an ISO audit, the classification comes directly from the audit response.

• Preventive Action: if the audit response is less than 100 and no detailed nonconformity is recorded.

This classification allows for easier filtering of actions in the activities list by using the new 'Qualification' column.

We’ve refreshed the billing view to display a list of available modules included in your current license. Additionally, integration with the Stripe payment processor is now available as an optional feature, allowing users to manage their subscriptions and payments independently.

When an administrator creates or updates a user and enters a phone number, the system now automatically checks whether the user already has Pulse access and whether the Pulse module is active. If the user does not yet have a Pulse account and these conditions are met, a modal window will appear, asking if you’d like to create Pulse access for that phone number. If confirmed, the system will automatically create a new Pulse account.

The SMS sender field has changed. Now you will be receiving SMS messages from ActionAudit.

Previously, reaching the license limit made it difficult to replace a removed user with a new one while transferring responsibilities. This update introduces the ability to create a new user directly during the archival step of the previous user, streamlining the process.

New users can now perform audits without creating an account. Guest access is available for the following sectors:

• Manufacturing – LPA, HSE, Gemba Walk, 5S

• Automotive – LPA, HSE, Gemba Walk, 5S, VDA 6.3

• Retail – HSE, General Audit, Mystery Customer, Cleanliness Audit

• Hospitality – HSE, General Audit, Mystery Customer, Cleanliness Audit

During the audit, just like in the standard audit for registered users, guests can attach images and highlight non-conformities. Once completed, guests can choose to:

• Send report to email – receive a PDF report. Note: the report will not be saved in the system.

• Create an account – the audit will be saved, and you will gain access to standard features.

On the audit success screen, users are now presented with up to three suggested actions. These include up to two randomly selected overdue actions and one scheduled in the future. Suggestions are sorted by how overdue they are, with the most overdue shown first.

In addition to photos, users can now attach videos to the audit with a limit of 40 MB.

Resolved an issue where accessing an audit via a direct link that highlighted a specific question caused the audit screen to behave incorrectly. The interface became unresponsive, preventing users from performing most actions. This issue has now been fixed.

Resolved an issue where some users could not see the Latest audit result button despite having the appropriate permissions.

To provide more context about the audit location, the audit area description is now propagated to the audit screens on both the web and mobile platforms.

Improved the Audit start screen for better clarity and user experience.

Users can now upload up to 10 photos when using the AI Auditor, similar to the non-compliance feature. After taking a photo, a menu appears with the following options:

• From gallery – to add more photos from gallery.

• From camera – to take another photo and add it to existing ones.

• Use AI auditor – to send current selection of photos for analysis.

This provides users with more control over their input before querying the AI.

Adjusted audit import logic: audits with future dates are now automatically marked as 'Planned'. They are not visible in the list but are indicated on specific dates in the schedule view.

The new documentation link is https://action-audit.com/docs/en

Fixed an error that occurred when using the organization cell filter together with the sub-organization filter. Filtering by an organizational unit and its sub-units now works correctly.

In the Corrective Action Plan, the column 'Subject' has been renamed to 'Question', and 'Description' has been renamed to 'Observation' to better reflect the content and purpose of each field.

Added the ability to revert an audit marked as 'Unexecuted' back to 'Pending'. This allows users to correct audit statuses in case of mistakes or changes in planning.

When changing their password, users can now use a wider range of characters, including special characters. This improves password security and allows for more complex passwords.

In response to a request from one of our clients to add a new feature to the software, we decided to introduce a significant change in user roles and permissions. This change allows adding the new feature without compromising the quality of conducted audits.

The new feature allows setting the Yes answer for all audit questions that have not yet been answered. This is a highly debatable option, as its misuse could lower audit quality. Therefore, we decided that the corresponding permission for this feature will not be associated with any role. Instead, we introduced the individual permissions functionality.

As part of this update, two roles that were somewhat unnaturally created during the software's development - each existing just to add a single permission - were removed. Now, there are three available individual permissions:

Filling in the remaining audit questions - a new permission that initiated this change. It allows selecting the answer Yes for all audit questions that have not yet been answered.

Assigning a person responsible for post-audit actions - a permission introduced to replace the Leading Auditor role.

Restricting the selection of individuals to team members only - a permission introduced to replace the Team Leader role.

A feature related to the previously described change, allowing users to select Yes (or another response ensuring 100% compliance) for all unanswered audit questions.

The LPA report now includes information on the number of audits marked as unexecuted. Additionally, in the XLSX version, both the total count and breakdown by specific reasons are provided.

In the submissions module, the list of Kaizen innovative ideas and potentially hazardous events now includes information on the reason for rejection, along with a filtering option.

A filter has been added to the Audit Results Report, allowing users to limit audit results to a selected layer.

A significant change has been introduced in the method of scheduling audits. Previously, Action Audit used a specific division of the year into weeks that did not reflect reality. The year was artificially divided into 48 weeks, 4 for each month: 1-7 days of the month, 8-14 days, 15-21 days, and 22 to the end of the month. Over time, as requirements became more complex, this approach caused more problems than benefits.

After the change, the year is divided into 52 weeks, and calendar weeks are now the primary reference for setting audit dates. However, to make schedule management as universal as possible, an additional unit of time - months - was introduced. The following scheduling frequencies are now available:

* Daily - in two variants: weekdays only and all days of the week,
* Weekly - every X weeks specifying the day of the week,
* Monthly - every X months specifying the day of the month.

Global parameters linked to the audit module can now be defined as related to all audit types or only one type. A similar function already exists within the incident module.

We have added another sign in method to the Web Platform. Following integration with Gmail, the time has come to implement signing using Microsoft Entra ID.

In addition to login, user provisioning (account creation managed with Microsoft Entra) has also been implemented. This feature is aimed at clients using the ENTERPRISE package and requires additional legal agreements and dedicated configuration.

With the introduction of authentication via Entra ID, some other processes related to gaining system access have also been simplified and streamlined.

Previously, on the new audit form, the Subject field was empty, and the auditor had to enter any text to proceed. The implemented change suggests a topic in the form of auditType + areaName + date, e.g., 5S Audit Line XYZ 2025-01-27.

The checklist listing now includes information that was previously not directly available. These are details about: 1) the grading scale, 2) the number of questions on the list, 3) the number of areas where the checklist is utilized.

Files attached to activities often contain critical information that, due to a lack of notifications, did not always reach the action plan owner. Therefore, email and push notifications about a file attached to an activity have been intorduced.

A completely new module has been implemented in the Pulse mobile app, designed for users with accounts in Action Audit or Action Plan as well as for non-logged-in users.

The Private Tasks functionality is a simplified task list designed to be convenient and quick to use while performing other activities, such as shopping, working in the office, or while commuting. Available features have been minimized, but as a result, Private Tasks have the following characteristics:

High usability and convenience - the most important operations are accessible within one or two gestures.

Full privacy - information about tasks remains only on your phone; we do not send them to the cloud or monitor them in any way.

Available to everyone - you do not need an account in Action Audit or Action Plan to use private tasks. A key note: Actions are also available to non-logged-in users, so we recommend caution when sharing your phone with others.