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Make sites required for actions

Learn how to make sites required for actions via the web app to ensure actions are consistently tracked to the right location or site.

What you'll need

Make sites required for actions

  1. Log in to the web app.

  2. Select Actions iconActions in the sidebar or select it in Assets gallery view iconMore.

  3. Click Settings iconSettings at the top of the page.

  4. Scroll down to the "Required fields" section and check the Required box for Site iconSite. The Actions' setting page with the Required fields section visible.

Actions created from inspections, inspection reports, issues, assets, and asset maintenance plans automatically inherit the item’s site, so users creating actions from those features won't be affected by this setting.

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