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Action Plan Records Now Link Automatically

Fonctionnalité6 nov. 2026

What it is: Inspections, Submittals, Correspondence items and Observations created from an Action Plan line item are now linked to that line item automatically. Each new record also takes its Location from the Action Plan. Who it’s for: Field teams, quality managers and project managers who create follow-up records from Action Plans. Why it matters: Linking records by hand and re-entering locations is repetitive and leads to missing or incorrect data. Automatic linking and location carryover keep plans and records connected, so location-based quality reporting stays accurate. How to get started: Create the record from the Action Plan line item as usual. The link and location are added automatically.

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