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Getting started with Actions

Actions is where you find your outstanding work across the Vatix platform: Tasks, upcoming Scheduled Audits, and documents you have been asked to acknowledge.

Each has its own tab, so you can view, track, and complete work based on your role and access.

Actions types

There are three types of items in Actions:

  • Tasks: A piece of work assigned to someone to complete, such as following up on an Event or fixing a hazard. To learn more about getting started with Tasks, read this article.

  • Scheduled Audits: Audits set to be carried out on a due date, either as a one-off or on a repeating schedule. To learn more about getting started with Scheduled Audits, read this article.

  • Acknowledgements: Documents you have been asked to read and confirm you have understood. To learn more about completing them, read this article.

Who can access and manage Actions

Access to Actions depends on your organisation's configuration, your role, permissions, and module access:

  • Account Owners can view and manage all Tasks and Scheduled Audits across the organisation.
  • Managers can view and manage all Scheduled Audits across the organisation, and Tasks assigned to them or to members of their team.
  • Users can view and manage Tasks and Scheduled Audits assigned to them.

Note: The 'Audits' tab is only visible to organisations and users who have access to the Audits module. The 'Acknowledgements' tab is only visible to users with the Documents licence, and lists only the documents assigned to you.

How to view Actions

💻 In the Vatix Workspace web app:

  1. Go to 'Actions' in the left sidebar.
  2. Switch between the 'Tasks', 'Audits' and 'Acknowledgements' tabs as needed.

📱In the Protector Mobile app:

  1. Go to 'Actions' (the square icon with a tick inside it).
  2. Switch between the 'Tasks', 'Audits' and 'Acknowledgements' tabs as needed.

What you can do in Actions

  • Customise which columns are shown in the list view
  • Filter by status, due date, type, or related record
  • Open a Task or Scheduled Audit to view details and make changes