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Create actions

Learn how to create actions via the web app and the mobile app.

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're walking through an inspection, or create standalone actions on the go, without having to start an inspection. You can also create recurring actions to easily automate and schedule routine tasks. Each action includes a built-in chat and timeline, where your team members can collaborate. All with built-in timestamps so you can keep track of everyone's interaction from start to finish.

What you'll need

Take note

  • Actions created from inspections are only visible to assignees and users who have access to the relevant inspections. Any photos and notes that are added to the inspection question will be included as well.

  • You can view and link open actions, if at least one action has been created for the question in another inspection.

  • 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.

  • By default, the creator of the action will be selected as the assignee.

If you have sensor monitoring set up, check out how to create actions from sensor alerts to keep track and resolve sensor-related problems.

Create an action in an inspection

  1. Log in to the web app.

  2. Start or edit an inspection.

  3. Click 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.

  4. In the side panel, enter the action's title and description. You can also configure action fields such as site, label, asset, and more.

  5. Click Create on the lower-right corner of the page.

  6. If you want to add more information, you can click the action to provide details, comments, and media files in the side panel.

  7. Make sure the site or asset is selected for the inspection.

Create an action while conducting an inspection via the web app.

  1. Open the mobile app.

  2. Start or edit an inspection.

  3. Tap 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.

  4. In the pop-up window, enter the action details. You must have an action title in the "What needs to be done?" field at a minimum.

  5. Tap Create at the upper-right.

Create an action in an inspection report via the mobile app.

Create an action from an asset

  1. Log in to the web app.

  2. Select Assets cube iconAssets from the menu on the left-hand side.

  3. Click image on the asset's right-hand side and select Check (clear) iconCreate action. Create an action from an asset via the web app.

  4. In the side panel, enter the action's title and description. You can also configure action fields such as site, label, and more.

  5. Click Create on the lower-right corner of the page.

  1. Open the mobile app.

  2. Tap More at the lower-right corner of your screen.

  3. Select Assets cube iconAssets from the list of options.

  4. Tap the asset.

  5. Tap image at the lower-right of your screen and select Create action.

  6. Enter the action details. You must have an action title at a minimum.

  7. Tap Create at the upper-right of your screen.

Create an action in an inspection report

  1. Log in to the web app.

  2. Select Inspections from the left-hand side menu.

  3. Click More on the right-hand side of the inspection and select View report iconView report.

  4. In the report, click Action below the question response.

  5. Click Create on the lower-right corner of the page.

  6. If you want to add more information, you can click the action to provide details, comments, and media files in the side panel.

Create actions in inspection reports via the web app.

You can only create actions in inspection reports via the web app.

Create a standalone action

  1. Log in to the web app.

  2. Select Actions from the menu on the left-hand side.

  3. Click Plus iconCreate action on the upper-right of the action list.

  4. In the side panel, enter the action's title and description. You can also configure action fields such as a site, label, asset, recurrence, and more.

  5. Click Create on the lower-right corner of the page.

  6. In the action timeline, you can provide details, comments, and media files for the action.

  7. Click Back iconBack on the upper-left corner of the page to return to the action list.

Create a standalone action via the web app.

  1. Open the mobile app.

  2. Tap Actions at the bottom of your screen.

  3. Tap image at the lower-right corner of your screen.

  4. In the pop-up window, enter the action details. You must have an action title at a minimum.

  5. Tap Create at the upper-right.

  6. In the action timeline, you can provide comments and media files. You can also tap Details at the upper-right to provide more details.

Frequently asked questions

Yes you can! You can easily automate and schedule routine tasks with recurring actions. Please note that you can only set standalone actions to recur.

Create a recurring action via the web app.

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