When an Audit flags an issue, Opus doesn't just surface it — it kicks off a structured workflow to make sure it actually gets fixed. The auditor assigns a remediation form, the right person at that location takes action, and nothing gets closed out until the auditor signs off. Every flagged step is tracked from submission to resolution.
Table of Contents:
Step-by-Step Guide:
Step 1: Assign the Remediation Form (Auditor)
After a user submits an Audit with steps that require additional attention, Opus prompts them to assign a remediation form.
The form includes all steps that need attention.
The auditor selects an assignee. Only users at the submitted Audit's location can be selected.
The auditor can set a due date and add any relevant notes before sending.
Step 2: Complete the Remediation Form (Assignee)
Once assigned, the remediation form appears on the assignee's home screen in the Opus Training app. They are also notified via push notification.
The assignee fills out the form, logging what they did to resolve each flagged step.
Once all steps are addressed, the form is submitted back to the auditor for review.
Step 3: Review and Approve (Auditor)
After the assignee submits the form, it returns to the auditor in the Opus Training app.
The auditor reviews each step and can approve it if the issue is resolved, or reject it if more work is needed.
If a step is rejected, a new remediation form is created and the cycle starts over.
This continues until the auditor approves every flagged step.
💡 Every step that needs remediation is tracked from start to finish so nothing falls through the cracks.
FAQ
What triggers a remediation workflow?
When an Audit is submitted with steps that require additional attention, Opus automatically prompts the auditor to assign a remediation form. The form is pre-populated with every step that needs to be addressed.
Who can be assigned a remediation form?
Only users at the same location where the Audit was submitted can be selected as the assignee.
Where do assignees find their remediation forms?
Remediation forms appear on the assignee's home screen in the Opus Training app. They'll also receive a push notification when a form is assigned to them.
What happens if a remediation step gets rejected?
The auditor rejects the step, which generates a new remediation form. The assignee completes it again, the auditor reviews again, and this repeats until every flagged step is approved.
Can the auditor set a deadline for remediation?
Yes. When assigning the form, the auditor can set a due date and add any relevant notes before sending it to the assignee.