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View and link open actions in inspections

Learn how to view and link open actions in inspections via the web app and the mobile app.

Creating actions while conducting inspections has never been easier, allowing your team to highlight problems that require attention as tasks and resolve them together. However, we understand that team members can sometimes create similar actions that never get completed. With that in mind, you can view and link any open actions created in inspections to reduce duplication and increase the completion rate.

How do open actions work?

Actions created in previous inspections that are in open (unresolved) statuses will be visible if the inspections meet the following criteria:

  • You have access to the previous inspections.

  • Your current inspection uses the same template as the previous inspections.

  • Your current inspection has the same site or asset selected as the previous inspections.

On the web app, Open actions will only show if at least one action has been created for the question in another inspection.

View open actions

  1. Log in to the web app.

  2. Start or edit an inspection.

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

  4. Click Open actions or image to view the list of open actions that's been created in inspections.

  5. You can click each action to view its activities and details.

  1. Open the mobile app.

  2. Start or edit an inspection.

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

  4. For each multiple-choice question, tap Open actions to view the list of open actions that's been created in inspections.

  5. You can tap each action to view its activities and details.

View open actions related to an inspection question via the mobile app.

  1. Log in to the web app.

  2. Start or edit an inspection.

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

  4. Navigate to the question with open actions.

  5. Click Open actions or image to view the list of open actions that have been created from the question.

  6. Click Link iconLink to link an action to the question.

  7. You can also click each action to view its timeline or update its details.

  1. Open the mobile app.

  2. Start or edit an inspection.

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

  4. Navigate to the question with open actions.

  5. Tap Open actions to view the list of open actions that have been created from the question.

  6. Tap Link iconLink to link an action to the question.

  7. You can also tap each action to view its timeline or update its details.

Linking open actions is not available for questions in repeat sections.

  1. Log in to the web app.

  2. Start or edit an inspection.

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

  4. Navigate to the question with open actions.

  5. Click Open actions or image to view the list of open actions that have been created from the question.

  6. Click Link iconUnlink to unlink an action to the question.

  7. You can also click each action to view its timeline or update its details.

  1. Open the mobile app.

  2. Start or edit an inspection.

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

  4. Navigate to the question with open actions.

  5. Tap Open actions to view the list of open actions that have been created from the question.

  6. Tap Link iconUnlink to unlink an action to the question.

  7. You can also tap each action to view its timeline or update its details.

Frequently asked questions

No, you can't link or unlink a closed action. Once you move the action's status to "Complete" or "Can't do", the action won't appear in any inspections even when the user has access to the previous inspection, uses the same template, or selects the same site or asset.

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