GDI – Mystery Audit Action Plan Workflow

From Audit to Action — Complete Workflow

How mystery audit findings are converted into trackable, accountable action plans on the GDI platform — covering both single hotels and multi-property groups.

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Starting…

Report Phase

Configuration

Action Plan Phase

Closure Phase

Automated System

Phase 1 — Report Submission & Approval

GDI Action

Audit Report Submitted

GDI uploads the completed mystery audit report to the platform.

Triggered ByGDI auditing team, upon audit completion.

Client Action

Client Reviews & Approves Report

The Client Super Admin logs in, reviews findings, and approves the report — locking the score and confirming all non-compliances.

Approved ByClient Super Admin — quality or operations head.

Automated

All Stakeholders Notified

Platform automatically emails all linked stakeholders confirming report approval.

Platform AutomatedInstant notification — no manual action required.

Phase 2 — Action Plan Configuration

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Approval Workflow — Configured at Setup

GDI configures the approval model during onboarding, based on the client's preference.

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Option A

Auto-Approved

System approves action plans instantly. No manual review required.

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Option B

GM Approval

Action plans are routed to the General Manager of the property for sign-off.

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Option C

Corporate Approval

Plans are reviewed and approved by the corporate office. Ideal for multi-property groups.

14 Working Days after Report Approval

Phase 3 — Action Plan Creation

Automated Trigger

Action Plan Initiation Email Sent

Platform emails all users linked to the property — GM, department heads, and relevant team members — listing all non-compliances and requesting action plans.

If No Action TakenWeekly reminder emails sent automatically until action plans are created.

Hotel Team Action

Action Plans Created

Designated property user logs in and creates an action plan for each non-compliance — entering all required fields, assigning responsibility, and setting a due date.

Brand Standard Action Title Priority Action Type Planned Date Corrective Action Assign To Closure Proof Escalation Contact

Status TrackerDashboard: To Be Created → In Progress → Overdue → Closed

If Approval Required

Action Plan Routed for Approval

If configured, the plan is automatically sent to the GM or Corporate for review. Status shows Pending Approval until approved — or rejected for revision.

ConditionalAuto-approved clients skip this step.

Phase 4 — Monitoring, Escalation & Closure

📧 Weekly Reminders Sent if action plan not yet created

Active Now

⚠ Overdue Escalation Daily escalation if not closed by due date. Contact defined in action plan.

Coming Soon

Level 2 Escalation Advanced escalation — in development

Coming Soon

Level 3 Escalation Executive escalation — in development

Automated — Weekly

Consolidated Status Email

Weekly email to all relevant users — a single-view summary of all action plan statuses. Corporate users receive one consolidated email covering their entire hotel portfolio.

Multi-PropertyOne consolidated email — all hotels in scope. Not separate per property.

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Weekly Status Email — What's Included

Sent every week. Hotel users see their property. Corporate users see all hotels in one view.

Property & Audit Round Total Non-Compliances To Be Created In Progress Overdue (days count) Closed Overall Score

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Sample — Weekly Consolidated Status Email

Exactly as received by hotel and corporate users every week

Please find below the consolidated status of action plans for your hotel(s) following the Brand Standards Mystery Audit.

Action Plan Status Summary (Key Insights)

Hotel Name	City	Round	Check-In Date	Total Non-Compliances	Total Action Plans Created	Total Action Plans To Be Created	Action Plans Open	Pending Approval	Overdue Action Plans	Completed Action Plans
Your Hotel Name	City	Current Round	Audit Date	35	0	35	0	0	0	0

Detailed Department-Wise Breakdown

Department Name	Total Non-Compliances	Action Plan to be Created
Front Office — Guest Services / Concierge	1	1
Reservations	10	10
All — Behavioural	0	0
Laundry Service	4	4
Bar & Lounge Service	7	7
Room Service	13	13
Communications / PBX / Wake-Up Call	0	0

Corporate users receive one consolidated email covering all hotels in their portfolio.

Hotel Team Action

Action Plan Closed

Hotel team completes the corrective action, submits closure comments, attaches proof, and marks the plan as closed.

Closure Comments * Closure Proof * Root Cause Analysis Notify Users

If OverdueDaily escalation reminders sent to the owner and escalation contact until closed.

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Non-Compliance Closed

The action plan is marked Closed in the GDI platform — evidence recorded, root cause documented, score updated.

Closure notification sent to: The person who created the action plan and the person it was assigned to.

Single Hotel & Multi-Property: This workflow applies to both. Corporate users have cross-portfolio visibility via the consolidated dashboard and weekly status email. Property users see their hotel only. Access and property mapping is configured by GDI at setup.