What are actions?
The Actions feature allows you to identify, track, and complete tasks as a team. You can create actions to highlight a problem that needs fixing as you walk through an inspection or create standalone actions on the go without having to start an inspection. For routine tasks such as maintenance, you can also create recurring actions to ensure regular checks are never missed.
Moreover, you can change the layout view of your actions to manage and complete your tasks more effectively. Each action includes a built-in chat space to collaborate with team members and timestamps to stay updated on everyone's interactions.
What you'll need
If you have sensor monitoring set up, check out how to create actions from sensor alerts to keep track and resolve sensor-related problems.
You can only enter up to 255 characters for an action’s title field, and up to 500 characters for the description field.
Create an action in an inspection
Click Create action below the question response. If there are actions created for the question in another inspection, the "Open actions" button will appear to view and link open actions.
In the side panel, select the type from the dropdown on the upper-left corner and enter the action's title and description. You can also configure action fields such as site, label, asset, and more.
Click Create on the lower-right corner of the page.
If you want to add more information, you can click the action to provide details, comments, and media files in the side panel.
Actions created from inspections are only visible to assignees and users with access to the relevant inspections. Any photos and notes added to the inspection question will also be included.
Create an action from an asset
Select Assets in the sidebar or select it in More .
Clickon the asset's right-hand side and select Create action .
In the side panel, select the type from the dropdown on the upper-left corner and enter the action's title and description. You can also configure action fields such as site, label, and more.
Click Create on the lower-right corner of the page.
Create an action for a maintenance plan
Select Assets in the sidebar or select it in More .
Select Maintenance from the tab at the top of the page.
Select the maintenance plan you want to create an action for.
In the side panel, click Create action at the center of the page.
Fill in the action details accordingly, such as the action type, title, priority, due date, assignee, and relevant labels.
Click Create on the lower-right of the page.
Create an action in an inspection report
Select Inspections in the sidebar or select it in More .
Click More on the right-hand side of the inspection and select
View report .In the report, click
Action on the question's lower-right.In the side panel, select the type from the dropdown on the upper-left corner and enter the action's title and description. You can also configure action fields such as site, label, asset, and more.
Click Create on the lower-right corner of the page.
If you want to add more information, you can click the action to provide details, comments, and media files in the side panel.
Please note that creating actions in inspection reports is only available on the web app.
Create an action in an issue
Select Issues in the sidebar or select it in More .
Report an issue or select an existing issue.
Create an action in one of the following ways:
Click Add on the upper-right of the page, and select Create action .
In Overview tab, scroll down to Actions and clickon the upper-right.
In Actions tab, click Create action .
In the side panel, select the relevant type and enter the action's title and description. You can also configure action fields such as site, label, and more.
Click Create .
View created actions on the Actions tab.
Actions created from issues follow the same access rules applied to standalone actions.
Create an action in an investigation
Select
Investigations in the sidebar or select it in More .Create an investigation or select an existing one.
Click Actions at the top of the page.
Clickon the upper-right of the page and select any of the following options:
Create a standalone action
Select Actions in the sidebar or select it in More .
Click Create action on the upper-right of the page.
In the side panel, select the type from the dropdown on the upper-left corner and enter the action's title and description. You can also configure action fields such as a site, label, asset, recurrence, and more.
Click Create on the lower-right corner of the page.
In the Activity , you can provide details, comments, and media files for the action.
Click Back on the upper-left corner of the page to return to the action list.
By default, standalone actions can be accessed by all users in your organization. You can configure access for standalone actions from the action settings page.
