Linking evidence to actions

Evidence is what makes an action more than just a task on a list. It connects the follow-up to the data that triggered it, giving the assignee the full picture without them having to track down context on their own.

What is evidence?

Evidence is a link between an action and the data observation that prompted it. When someone opens an action, they can click through to the evidence and see exactly what the creator was looking at when they decided something needed attention.

Without evidence, an action like "Investigate NPS decline" leaves the assignee guessing - which dashboard? Which segment? What time range? Evidence answers all of those questions.

Evidence types

Genuics supports three types of evidence:

Type	What it captures	How it's created
Dashboard view	A snapshot of the dashboard URL, including the current filters, date range, and chart state	Automatically linked when you create an action by right-clicking a chart element
Data rows	Specific rows from a dataset that relate to the action	Linked manually from the action detail view
AI insight card	A specific insight generated by Geni, including the analysis and supporting data	Automatically linked when you create an action from an insight card

Automatic evidence from dashboards

The most common way evidence gets attached is through the dashboard context menu. When you right-click a chart element and create an action, Genuics captures:

• The dashboard URL with all active filters and the date range
• The specific widget you right-clicked
• The data point or segment you selected

This means the assignee can click the evidence link and land on the exact same view you were looking at.

1. On any dashboard, right-click a chart element (a bar, a data point, a pie slice, a table row).
2. Select Create Action from the context menu.
3. Fill in the action details and click Create.
4. The dashboard view is automatically saved as evidence on the new action.

Automatic evidence from AI Insights

When you create an action from an AI insight card, the insight itself is linked as evidence. The assignee will see:

• The insight title and description (e.g., "Onboarding NPS declined 12 points, driven by wait time complaints")
• The supporting data Geni used to generate the insight
• The priority score and any recommended actions from the analysis

1. Open the Insights panel on a dashboard.
2. Find an insight card with a suggested action.
3. Click Create Action on the card.
4. The insight card is automatically linked as evidence on the new action.

View evidence on an action

1. Open any action from the Actions page.
2. In the detail view, look for the Evidence section.
3. Each piece of evidence shows its type (dashboard view, data rows, or insight card) and a summary.
4. Click on any evidence item to navigate directly to the source - the dashboard with filters applied, the dataset rows, or the insight card.

If an action has no evidence linked, the Evidence section will be empty. You can always add evidence after the fact.

Add screenshots to actions

Sometimes the best context is a screenshot. You can attach images directly to an action to capture something visual - an external report, a customer email, or a chart from another tool.

1. Open the action detail view.
2. In the Comments section, click the attachment icon in the comment toolbar.
3. Select an image file from your computer.
4. Add any explanatory text in the comment body and click Post.

Screenshots attached via comments are visible to everyone who can see the action. They appear inline in the comment thread.

Why evidence matters

Evidence serves three practical purposes:

1. Context for the assignee

The person assigned to an action wasn't necessarily looking at the dashboard when the issue was spotted. Evidence gives them the exact starting point - no Slack messages asking "which chart were you looking at?"

2. Accountability for decisions

When an action is resolved and closed, the linked evidence creates a clear record: here's what we saw, here's the action we took, and here's the outcome. This is valuable for retrospectives, audits, and organizational learning.

3. Faster resolution

Assignees who can immediately see the data behind an action spend less time gathering context and more time solving the problem. In practice, actions with linked evidence are resolved significantly faster than those without.

A real-world example

Your team uses Genuics to monitor customer satisfaction across product lines. During a weekly review, you notice:

1. You're on the "Product Satisfaction" dashboard with the date range set to "Last 30 days" and a filter for "Enterprise" customers.
2. The CSAT trend chart shows a steep decline for the "Onboarding" category.
3. You right-click the "Onboarding" bar and select Create Action.
4. You name it "Investigate Enterprise onboarding CSAT decline - dropped from 85 to 62 in 30 days."
5. The dashboard view (with your Enterprise filter and 30-day date range) is automatically linked as evidence.
6. You also check the AI Insights panel and find an insight card: "Onboarding satisfaction for Enterprise customers declined 23 points, correlated with a 40% increase in mentions of 'setup complexity.'" You create a second piece of evidence by linking this insight.
7. The assignee opens the action, clicks the dashboard evidence to see the chart, clicks the insight evidence to read the AI analysis, and has everything they need to start investigating.

Next steps

• Creating and managing actions - learn all the ways to create actions
• AI Insights overview - understand how Geni generates insights you can turn into actions
• Assigning and commenting - collaborate on actions with your team