Remedial Actions from Checklists

Introduction

When a checklist item fails an inspection, Snapfix can automatically create a follow-up task to make sure the issue gets fixed. These are called remedial actions. They close the loop between identifying a problem during an inspection and resolving it, without relying on someone to remember or manually create a task.

How Remedial Actions Work

A team member completes a checklist and marks an item as Fail (or the equivalent negative response).
Snapfix automatically creates a new task in the same group, with the traffic light set to Red.
The new task includes a reference to the original checklist item, so the person picking it up knows exactly what failed and where.
The remedial task follows the normal task workflow: it can be assigned, updated, moved through Red > Yellow > Green, and closed with photo evidence.

Setting Up Remedial Actions

Remedial task creation is configured at the checklist template level, on a per-item basis:

Open the checklist template in the Checklist Builder (Web App).
For each item where you want automatic follow-up, enable the "Fail creates task" setting.
Save the template. From now on, any time that item receives a negative response during a checklist submission, a remedial task is generated.

Enable "Fail creates task" on items where a failed result requires action, such as a broken fire door or an out-of-range temperature reading. For purely informational items, leave it off to avoid unnecessary task creation.

Tracking Remedial Actions

Remedial tasks appear in the group task feed like any other task. You can:

Filter by tag or source to see only remedial tasks.
Use the Checklist Report to see which items are failing most frequently and generating the most follow-up work.
Track completion rates on remedial tasks to ensure issues identified during inspections are actually being resolved.

Why This Matters

Without remedial actions, a failed checklist item is just a record. With them, it becomes a workflow. The inspection identifies the problem, Snapfix creates the task, the team fixes it, and the audit trail proves it was resolved. This is particularly valuable for compliance-driven environments like fire safety, food hygiene, and health and safety inspections.