Managing your Actions

Use the filter options at the top of the actions page to narrow down the list of actions in view.

Filter the actions list by:

• Site (if you have a multi-site account)
• Status (pending / overdue / completed)
• Urgency (yes / no)
• Deadline (in the next 1/3/6 months)
• FAO (person nominated to complete the action)
• Discipline (Environment / Health & Safety / Quality / Other)
• Register (Legislation Register / Aspects / Risk Assessment / Risks & Opportunities / Objectives)
• Set by (person that set the action)

Once you have set a filter you can save it. Your saved filter will be in view on your next login.

Click the … icon in the Manage column on the right to Mark as Complete, Edit, Delete and view the History of your actions.

Click Add Action in the top right of the Actions page.

Your action can be added with no associations to the content in LUS. This could be a general or account-level action.

Alternatively, you can click Link to… at the bottom of the Add Action popup to associate your action with a discipline, register or register item.

Examples of different types of actions:

• General / account-level action – “Please could a Super-user add colleagues from Warehousing to the account”
• Discipline-level action – “All documentation for December’s ISO 45001 audit to be reviewed”
• Register-level action – “Ensure Aspects register is up-to-date before the internal audit”
• Register item-level action – “Please upload waste transfer notes for the last quarter to this legislation”

Action completed by mistake? You can reopen an action, allowing you to edit the completed action by clicking Re-open Action.

Not all users have the same permissions with actions.

Super-users can complete, edit and delete all actions in an account.

Multi-users and Users can edit and delete only actions set by themselves.

Multi-users, Users and Observers can only complete actions that have been assigned to them.