Action Center
The Action Center is your inbox for action items — issues flagged during reviews that need follow-up. Items move through a simple workflow: Pending → Awaiting Approval → Closed (or back to Pending if rejected).
Opening the Action Center
Tap the menu icon → Action Center, or tap a count card on the Home Dashboard (e.g. Pending) to open the Action Center pre-filtered to that status.
The Three Tabs
| Tab | Who It's For | What It Shows |
|---|---|---|
| Pending | Field staff | Items assigned to you that need to be resolved |
| Awaiting Approval | Field staff / managers | Items you marked complete, waiting for a manager to approve |
| Rejected | Field staff | Items a manager sent back because they were unsatisfied with the resolution |
The badge count on each tab shows how many items are in that state.
Filtering and Searching
- Search bar — type any part of the question text or location name to filter the list in real time
- Filter button — tap to toggle which item types are shown: Reviews, Surveys, and Messages
Reading an Action Item Card
Each card in the list shows:
- The item type (Review, Survey, or Message)
- The question or issue description
- The location it came from
- The date it was created
- A colored status badge
Tap a card to open the full detail view.
Resolving a Pending Action Item
When an action item is assigned to you, it appears in the Pending tab. Here is how to resolve it:
- Tap the item to open it.
- Read the issue description and any photos or notes attached by the reviewer.
- Go fix the problem at the location.
- Return to the item and tap Mark Complete (or the Approve button, depending on your role).
- Add a resolution note describing what you did.
- Optionally attach photos showing the completed correction.
- Optionally select who is completing the resolution if prompted.
- Tap Confirm.
The item moves to Awaiting Approval and the manager is notified.
What Happens After You Submit
A manager or admin reviews your resolution from the web portal or the mobile app. They can:
- Approve — the item is closed. It counts as resolved in reports.
- Reject — the item comes back to you in the Rejected tab with feedback explaining why it was not accepted.
Handling a Rejected Item
- Open the Rejected tab and tap the item.
- Read the rejection reason the manager added.
- Address the issue again.
- Tap Resubmit, add updated notes and photos, and confirm.
The item goes back to Awaiting Approval.
Messages
If your organization uses ActionCard messaging, message threads also appear in the Action Center. Tap a message item to open the conversation thread, read the full history, and tap Reply to respond. You can attach photos or files to a reply.
Item Detail: What You Can See
When you open any action item, the detail view shows:
| Field | Description |
|---|---|
| Type | Whether this came from a Review, Survey, or Message |
| Question | The evaluation question this item was raised against |
| Answer given | The original response that triggered the action |
| Location | Where the issue was found |
| Date created | When the action item was flagged |
| Current status | Pending / Awaiting Approval / Rejected |
| History | Previous resolution attempts and rejection notes |
Tips
- Check your Pending tab at the start of each shift so nothing goes overdue.
- Always attach a photo when resolving an item — it makes approval faster and gives managers confidence the issue is actually fixed.
- If you are unsure what the manager expects, add a question in the resolution note rather than guessing — they can reject with clarification.