PART OF OUR LUMEN CORE SYSTEM
Management Action Tracking
Managing actions through spreadsheets and manual email follow-ups can quickly become difficult to control. Lumen Automation provides a structured Microsoft 365 solution that centralises actions, automates updates, and improves visibility over progress and accountability.
Tracking, done better
The Problem: As actions increase, many organisations rely on spreadsheets to record progress and email chains to request updates. This often creates delays, inconsistent responses, and limited oversight over whether actions are genuinely progressing.
The Solution: Â Our Management Action Tracker moves the process into Microsoft 365, linking SharePoint, Outlook, and structured forms to create a connected workflow for tracking open actions and collecting updates.
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Action owners can provide updates through automated communications, while audit teams maintain a live central register of progress without manually consolidating responses.
Key Features of the Self-Assessment Tool
Replace manual audit spreadsheets with intelligent, automated assessment forms integrated directly into your Microsoft 365 workflow.
Action Register
Maintain a live central record of all open and closed actions
Automated Follow-Up
Send scheduled reminders and update requests automatically.
Structured Responses
Capture updates in a consistent format without manual re-entry.
Progress Reporting
Monitor overdue items, completion rates, and trends over time.
Part of a Wider Workflow
The Management Action Tracker integrates with our Controls Self-Assessment and Control Deficiency Tracking solutions, allowing organisations to manage the full audit lifecycle — from identifying control issues through to assigning and monitoring corrective actions.
Automate Action Follow-Up
Audit teams spend less time collecting and consolidating data, and more time reviewing, analysing, and challenging results.
Accelerate your compliance journey
Empower your audit and risk teams with intelligent automation for Microsoft 365. Reduce administrative overhead and gain deeper insights.