Action Workbench

The Action Workbench gives Audit Managers and Auditors a single place to oversee all action items across all audits — without opening each finding individually.

Who can use this

• Audit Managers and Auditors — full access; can transition, comment on, and review any action item
• Auditees do not have access to the Action Workbench; they work from their own My Actions worklist

Moving an action item forward

Once the responsible person marks an action item Verified in My Actions, the workbench is where a manager reviews and finishes the lifecycle:

Action	From	To
Mark Effective	Verified	Effective
Close	Verified or Effective	Closed
Cancel	Open, In Progress, or Verified	Cancelled
Reopen	In Progress, Verified, or Effective	Open

Adding a comment

Use the Add Comment button in the footer toolbar to open a dialog and enter a comment. This is the same shared comment history visible in My Actions — everyone with access sees all comments, but you can only edit or delete your own.

Effectiveness Review

For actions that require a follow-up effectiveness check, the action item has an Effectiveness Review flag and a free-text Effectiveness Note field. Fill these in after the action has been in place for a period, to document whether it actually resolved the root cause.

Mark Effective only succeeds once Effectiveness Review is checked — qportal rejects the transition otherwise, so a follow-up check can’t be skipped. Once accepted, qportal automatically records who reviewed the effectiveness and on which date (based on the person performing the action), for a traceable audit trail per ISO 9001:2015. These two fields — Reviewed By and Reviewed On — are set automatically and can’t be edited by hand.

Planning view

The Action Workbench also offers a calendar-style planning view, letting managers see upcoming and overdue due dates across all action items at a glance.

Tips

• Use the Effectiveness Review fields after the action has been in place to confirm the root cause is resolved before closing
• Use Reopen if a review reveals the action wasn’t sufficient, even after it reached Verified or Effective

Next Steps

• Action Items Overview — action types and the full lifecycle
• My Actions — the responsible person’s personal worklist