Corrective actions are one of the three action item types in ERM Libryo Assess, used to fix noncompliance identified during an assessment. This article covers exporting corrective actions from the Action Items dashboard, either as an Excel file for offline use, or as a data link for integration with your Business Intelligence tools.
Export corrective actions
Who can do this: ⚠️Not specified in source guide, please confirm
1. Click Action Items in the top-right navigation bar to open the Action Items dashboard.
2. Use the available Filters to narrow the list down to Corrective action items. Add any other filters you need, such as entity, status, or date range.
3. Click Export and choose your export option: download an Excel file for offline use, or generate a data link for integration with your organisation's Business Intelligence tools.
💡Good to know
- Show Column lets you customise which fields appear on the dashboard before exporting, so your export only includes the information relevant to you.
- Trends and insights, such as status distribution and overdue items, are available by clicking on the Graph icon (if you need a quick overview rather than a full export).
Have any questions?
At Libryo, we really want all our users to get the most from our application. If you have any questions or require further support, please contact us.