Action Lifecycle
Definition
The progression of an action item through defined stages from creation to closure: Open (created, assigned), In Progress (work started), Completed (work finished, pending verification), Verified (effectiveness confirmed), and Closed (formal closure with evidence). Each transition is a governance event with audit trail, ensuring that actions are tracked to completion and their effectiveness is verified.
Context
In Reliatic, actions generated from FMEA (high-RPN corrective actions), RBI (inspection findings), RCA (root cause corrective actions), and risk register (mitigation actions) all follow the same lifecycle. The action management module provides a unified view of all actions with filtering by source, status, owner, and due date.
Examples
- An action to install a corrosion monitoring probe progresses through: Open (assigned to instrument engineer), In Progress (probe ordered and installed), Completed (probe commissioned and reading), Verified (corrosion rate data validated against UT measurements), Closed (formal closure with first 3 months of data).
- An overdue action (past due date while still In Progress) triggers the escalation chain and is flagged on the action management dashboard.
Applicable Standards
- ISO 9001:2015
- ISO 55001:2014
Related Terms
An action taken to eliminate the root cause of a detected nonconformity, failure, or undesirable situation to prevent its recurrence. Corrective actions address why something went wrong, not just the immediate symptoms. They are distinguished from immediate actions (containment) and preventive actions (proactive measures for potential future problems).
Preventive ActionAn action taken to eliminate the potential cause of a nonconformity or failure that has not yet occurred but is anticipated based on risk assessment, trend analysis, or lessons learned from similar equipment or industry experience. Preventive actions are proactive measures designed to prevent problems before they manifest.
Mitigation ActionAn action specifically designed to reduce the probability or consequence of an identified risk. Mitigation actions differ from corrective actions (which address root causes of occurred failures) in that they proactively reduce risk for potential future events. They are tracked in the risk register and linked to the specific risk they address.
Governance EventA discrete, auditable event in the lifecycle of a governed artifact (asset, risk, MOC, inspection) that records a decision, approval, status change, or significant action. Governance events capture who did what, when, why, and with what authorization. They form the backbone of the audit trail and provide the evidence chain for regulatory compliance.
Escalation ChainA predefined hierarchy of responsibility that determines who is notified and in what order when an issue exceeds the authority or capability of the current handler. Escalation chains ensure that critical issues receive attention from increasingly senior or specialized personnel, with defined time limits for response at each level.
Where this appears in Reliatic
This concept is used in the Governance module.