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Conform User Guide

Work on your actions

Open Actions → Live actions and choose Mine.

Start

Click Start when you begin. The action moves to In progress.

Done

  1. Click Done.

  2. Say what was done. This is required.

  3. Add an evidence reference if you have one, and attach photos or files. See Photos and files.

  4. Save.

If your standards expect proof for this severity and nothing's attached, Conform asks "mark it done anyway?". You can, and the history says so. The action shows "Proof expected · N files" to help you remember.

Other changes

  • Move the due date - needs a reason.

  • Hand on - give it to someone else.

  • Cancel - with a reason.

  • Notes - add a note at any time. See Notes.

Owners can always start and finish their own actions. Other changes need permission to manage actions.