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Findings and Action Tracker

Log and track M&E findings, assign responsible staff, and follow up with actions.

Export and filters

  • Date range export: Start Date and End Date, then click Export.
  • Filters (debounced):
    • Project
    • Source: Baseline Survey, Mid Term Evaluation, Endline Survey, Endline survey / Final evaluation, Field Visit, Donor Findings, PDM
    • Severity: High, Medium, Low
    • Status: Open, Under Action, Closed
    • Action Status: Open, Under Process, Completed
  • Add button appears if you have permission to create MeFinding.

Table columns

  • : internal id

  • ID: business id (ME Finding ID)
  • Project
  • Date of Finding
  • Source
  • Severity (color-coded badges)
  • Responsible
  • Status
  • Date Closed
  • Action ID
  • Assigned (single or list)
  • Due Date
  • Action Status (color-coded badges)
  • Actions (Edit/Delete/View based on permissions)

Actions menu

  • Edit, Delete, and View (route opens details page) depending on your permissions on the row.

Modals

  • Create/Edit: opens a large form modal to capture all finding details.
  • Delete: confirmation modal with Cancel/Delete.

Notes

  • Pagination controls are shown at the bottom.
  • Severity badges: High (red), Medium (amber), Low (green).