View all remedial actions and their associated details.
Creating a Remedial Action
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
How do I view a list of all of my remedial actions?
To see the index view of Remedial Actions and make changes to Assignees, Linked Work Orders, or Status you must have the Remedial Actions Manage permission.
- By selecting, Remedial Actions from the left-hand navigation, you will be taken to a list of all remedial actions, including any completed actions
Assigning A Remedial Action
- To assign a remedial action, you will need to view the action within the Remedial Actions tab on the work order that it has been created against
- If you are on the index view, you can select a link to the work order that will take you there
- Once within the tab, you can select the edit icon and select a user to assign the action to from the drop-down
- Once a user is assigned, you can go to the Remedial Actions index and filter by Assignee
- You can change the assigned user by repeating the same steps above
Changing the Status of a Remedial Action
- Go to the Remedial Actions tab and select the edit icon
- From here, you will see a status drop-down where you can select from the following statuses:
- To Do
- In Progress
- Done
- Abandoned
Remedial Action Details
- If you click on a Remedial Action, a side pane will open where you can manage more details of the remedial actions that include:
- Linked Work Orders
- Assets
- Files
- Activity Log
- Comments
- Within this view, you can see any linked work orders and create new ones, and link any associated assets
Please note, there are different permissions that determine which comments a user can view within the Comments tab here, depending on whether users should be able to create and view internal or public comments, or have the ability to manage all comments. Please check within the relevant role within Settings to tailor these.
Video