Last updated: December 6, 2023
Make notes and media attachments required for actions
Learn how to make notes and media attachments required for actions via the web app.
How does making notes and media attachments required for actions work?
Creating actions is a great way to track tasks within your organization, and we understand that there are times when you may require additional information from your team members. With eAuditor, you can require notes and media attachments when users move actions to specific statuses. Teams can add essential context, such as photos or written updates, ensuring these tasks are well-documented before proceeding.
For example, you can require photo evidence of task completion before an action can be marked as complete, ensuring greater accountability and clarity across your organization.
What you'll need
- Any eAuditor Plan
- Web app
- "Actions: Settings" permission
- Full seat
Make notes and media attachments required for actions
- Log in to the web app.
- Select Actions icon Actions from the menu on the left-hand side.
- Click Settings icon Settings on the upper-right of the page.
- in the “Action status” section, click the status or Pencil icon on the right-hand side.
- In the side panel under the “Require evidence” section, select which evidence type you want to require.
- Click Save and apply.