Required Corrective Actions
Required Corrective Actions, where utilized, must be entered by checklist users before they may submit the checklist.
When a user provides a negative response (No, Fail, or Unacceptable), a Corrective Action can be to to be required. Required Corrective Actions are a prerequisite to submit an OnTrack Checklist. Admins can then exclude the requirement, on a question-by-question basis, if needed.
For questions requiring Corrective Action, the end-user will be prompted to add one whenever they provide a negative response (No, Fail, or Unacceptable).
A photo can be required in order to complete a Corrective Action.
Read-Only Actions
Read-Only Actions are informational only and are not added to the Actions tab. They do not receive a Due Date or Status, and users cannot tag a user on a Read Only Action. They are visibility-restricted to those with access to the checklist instance, Submitted Checklist Report, and downloadable PDF Report.
Read Only Actions have the ability to be configured with an Allow Override. When enabled, the Allow Override setting allows the checklist user to disable the read-only attribute at the time of entry, thereby allowing the individual Checklist Action or Corrective Action to follow the normal workflow.
Edit Action from Checklist Fulfillment Page
Users can edit active actions without leaving the checklist fulfillment page. An Edit Action button appears below each generated action card and opens an inline edit modal.
A few specifics:
- Clicking the action card itself still navigates to the full action details page. Only the Edit Action button opens the modal.
- The button only shows for active (unresolved) actions, and never on the history review page.
- Tagged users and due dates populate correctly in the modal when opened from the checklist details page.
This cuts navigation out of the fulfillment loop. Users can fix titles, descriptions, tags, or due dates without leaving the checklist.
Action Activity Log
Every OnTrack action has a chronological Activity Log accessible from the 3-dot menu on the action details page. It records structural changes like title edits, due date changes, user tag updates, priority toggles, and status transitions. See the Action Activity Log article for full details.