How do I manage remedial tasks on a work order?

Ensure all remedial actions are captured for each visit with the relevant details.

 

In order to add Remedial Actions to a work order, you must first have the relevant Create Remedial Action permissions. 

 

- Navigate to the Remedial Actions tab and select Add Remedial Action 

- From here, you will see a side pane where you can write a Summary of the action, as well as select which location the action applies too

- There is also a toggle to flag whether the action affects compliance 

- Once you have hit Save, you will see the remedial action and it's details under the Remedial Actions Tab

- You can amend the action using the pencil icon shown next to it

 

Remedial Action Details 

- By clicking on a Remedial Action, you can access a side pane that will display further details

- Here, you can link assets relevant to the action, as well as any Files

- You can also leave and respond to comments within the Comments tab here 

In order to add and respond to comments within this section, you will need the relevant view and create comment permissions. 

 

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