Managing Actions

⚡️ Actions Overview

Actions are follow-up items that require users to take specific steps or complete tasks. These can either be:

• ✍️ Created inside a submission (attached to a specific field)

• ➕ Created independently as standalone tasks not linked to a submission

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🔍 Accessing Actions

To view or manage actions:

1. Go to the left-hand side menu and click Actions.

2. You’ll be presented with a list of actions that are pending by default.

You can:

• ⌚ Search for an action using the search bar

• ☑️ Use checkboxes to select multiple actions to delete or mark complete (based on user permissions)

• ὓ4 Use the pink "Show all actions" toggle to view both pending and completed actions

• 📅 Toggle My Actions to view only actions assigned to you or created by you (admin-level feature)

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📊 Action Table Columns Explained

Column	Description
Status	📈 Shows whether the action is Pending or Complete
Action	📄 The description of the task to be completed
Action by	👤 The person assigned to perform the action
Template	📅 If the action is linked to a submission, shows its template name
Priority	⚡️ Level of urgency: Low, Medium, High
Due Date	🗓 The deadline by which the action must be completed
Ageing	⏳ Number of days the action has been pending since due date
Location	📍 If applicable, the location attached to the linked submission
Set By	👥 The user who initially created the action

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✍️ Editing and Managing an Action

To manage an existing action:

• Click on the row of any action to open the Action Info panel

• You can:

  • Update the description, assignee, due date, priority, and location

  • 📷 Upload a file/image as proof or reference

  • ▶️ Click Go to Submission if the action is linked to a submission

  • ✓ Mark the action as complete using the top-right green tick

  • ❌ Delete the action using the red bin icon (if allowed by permissions)

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➕ Adding a New (Standalone) Action

You can create independent actions not linked to any submissions:

1. Click Add Action

2. Fill in the following:

   • Action Description ✍️

   • Assign To (user)

   • Due Date 🗓

   • Priority Level ⚡️

   • Location (optional) 📍

   • Upload supporting files if needed 📷

Permissions apply here. You must belong to a group with Action Add rights to perform this.

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🚀 Real-World Use Cases

🌐 Retail

• Stock Take Issues: "Stock not matching recorded count" assigned to inventory controller

• Cleanliness SOP: "Mop not stored as per SOP" with photo evidence, due tomorrow

• Store Setup: "Incorrect promotional display" flagged during audit

💪 Security & Guarding

• Shift Attendance: "Guard arrived late on night shift" assigned to shift supervisor

• Equipment Fault: "Flashlight not working" submitted via log template

• Incident Follow-up: "Submit formal report for breach near gate 2"

🏫 Education

• Maintenance: "Broken desk in Room 5B" to facilities staff

• Student Conduct: "Disciplinary follow-up for uniform violation"

• Leave Request: "Teacher sick leave cover arrangement"

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⏰ Daily Reminders

All pending actions that have a due date:

• ✉️ Trigger daily email reminders to the assignee

• ⚠️ Remind users to update or complete actions

• 🔄 Help ensure accountability across the team

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⚡ Benefits of Using Storecall Actions

• Replaces scattered WhatsApp messages, emails, or sticky notes

• Tracks accountability with audit trail

• Provides aging metrics to ensure follow-up is timely

• Links issues directly to the original template or location for clarity

• Helps teams stay organized with automated reminders

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📄 Summary

The Actions module in Storecall provides a powerful, accountable, and integrated way to manage day-to-day operational tasks, follow-ups, and corrective actions. Whether it's from audits, logs, or approvals, all actions can be tracked in one place — with full visibility, automated follow-up, and clarity on responsibility.

"Accountability shouldn't live in your inbox or chat apps. Storecall gives it a home."