Create an Action

You can create actions to initiate follow-up tasks based on the results of a round or inspection from the web application.

Actions are designed to track issues that require further attention, such as repairs or maintenance activities. By creating actions, supervisors can ensure that critical problems are not overlooked and are followed up systematically

To create an action:

  1. Click the Observations section on the left-side pane.
  2. Click the Actions tab.
  3. Click Create Action.
    Figure 1. Create Action


  4. In the Create Action screen, do the following,
    1. Enter the action title in the Name 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, Unit, Functional Location, and Asset values from the respective dropdowns.
    6. In the Assigned To 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, Resolved, or Un Resolved.
  5. Click Create.
    The action is created and the assigned Operators receive a notification and see the task in their dashboard for completion.