Create an Action

You can create and assign actions to user groups from the web application.

To create an action:

  1. Click the Observations section on the left-side pane.
  2. Click the Actions tab.
  3. Click Create Action.
  4. 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. Select the Priority as High, Medium, or Low.
    4. Add images in the Photos field.
    5. Select the Plant, Location, and Asset from the respective dropdowns.
    6. In the Assign to drop-down,
      • Choose User and select the user from the drop-down.

        or

      • Choose User Group and select the user group from the drop-down.
    7. Select Due Date and Time.
    8. Select the Status as Open, In-Progress, or Resolved.
  5. Click Create.