Corrective Actions take teams from spotting an issue to solving it. This month’s updates add clearer context and smarter guidance, so teams take the right next step thoughtfully and consistently.

This month, we’re shining the spotlight on:

1. Star of the month: Added instruction helps teams act.
2. Did you know?: See exactly where actions start.
3. Coming soon... Ensure tasks happen in the right place.

And all with useful links and details on where you can find out more.

⭐ Star of the month

Custom exception messaging

Templated Corrective Actions are great when you need consistency, but they leave no room for teams to add their own instructions. Un‑templated actions give teams the freedom to raise what they need, but offer no way for Admins to guide next steps. Feeling a bit like Goldilocks? Our latest release strikes the balance, giving Admins space to add clarity without taking away the input teams rely on.

What’s changed?

Until now, requiring a Corrective Action meant you couldn’t offer any suggested next steps. That often left Admins worrying that team members without the right knowledge might miss an important action, or that experienced staff couldn’t guide the response in a useful way.

With this release, when you require a Corrective Action for a question, you can add suggested next steps or even mandate a specific response. Teams get the clarity they need, and you maintain confidence that the right action will be taken when an issue is raised.

Ready to give it a try?

To use it, head to your Record Log and select ‘Require action.’ Then choose ‘Add message’ and enter the guidance you want the team to see.

🤔 Did you know?

It wouldn’t feel right to improve how Corrective Actions are raised without also improving how they’re reviewed. You can now see additional context on raised Corrective Actions, including the source section and field information, directly in Complete Tasks, Task Reports, and exports. This gives teams the detail they need while saving time and unnecessary clicks.

🚀 Coming soon...

It’s Trail’s job to make sure tasks are recorded and visible across your estate so you can demonstrate compliance. But there’s a difference between completing a task and completing it the right way. We’ve continued to add features that support teams in doing things properly, with clarity and consistency.

Geolocations are next, helping confirm that tasks are completed on site where they should be. You’ll be able to set a required location for a task and quickly report on any completed elsewhere. It’s another step toward ensuring every task reflects real‑world action, not just a checked box.

👋🏼 Until next time

We hope you found this post useful. Keep your eye out for next month's edition of 'In the spotlight 🔦', where we'll be doing a deep dive into accountability on Trail.

If you have any questions about anything covered in this month’s newsletter, don’t hesitate to get in touch with your Account Manager or contact us via the Access Digital Assistant, where our team will be happy to help.