Corrective Action (CA)
Upload standard statements for citing Observations and Findings and/or Required Corrective Action. At least one must be provided per row.
Standard Statement Upload
Manage and bulk upload statements for TA, CA, Commendations, and Recommendations.
How to Get Started
1. Download Template
Use "Export Existing" to download the best template to work from or "Get Template" for a blank one.
2. Prepare Data
Delete any rows you don't want updated. For new statements, ensure Form Names and Question Numbers match exactly.
3. Valid Values
Use dropdowns in Excel for Import Method, Assessment, Form Level, or Status. Do not type custom values.
4. Required Fields
CA must include Observations/Findings or Corrective Action. Others require all fields completed.
Technical Assistance (TA)
Template for Technical Assistance statements. Each entry must have all columns completed to be processed successfully.
Commendations
Complete all columns for each Commendations standard statement. Used to highlight areas of excellence during review.
Recommendations
Complete all columns for each Recommendations standard statement. Suggestions for operational improvement.