Create an Action

Create a follow up action when you observe that an issue that is marked resolved needs further investigation by a technician.

To create an action:
  1. Tap the Create icon on the bottom of the screen.
  2. Select the Create Action option.
  3. In the Create Action screen, do the following:
    1. Enter the action title in the Title field.
    2. Enter the action description in the Description field.
    3. Tap the Add Photo button in the Photo field to add images.
    4. Select the Priority such as High, Medium, or Low.
    5. Expand the More Details section, do the following.
      Figure 1. Create Action
      1. Select the Plant, Location, and Asset from respective options.
      2. Select an operator or technician in the Assign to drop-down to assign the action.
      3. Tap Save.
      4. Select the Due Date and Time.
      5. Select the Status such as Open, In-Progress, or Resolved.
    Figure 2. More Details
  4. Tap the Submit button on top right.
    Figure 3. Submit Action
    Action Created Successfully message appears and you can see the newly created action in the Open Actions tab.