How do I create a New Action?

To create a new action, navigate to the Actions module and select New Record. You will then need to fill in the action's details and choose whether to save it as a draft or formally assign it. 1

Steps to Create a New Action

1. From the Actions module, select New Record.
2. Fill in the essential details:
   • Confirm the Hierarchy (e.g., Site, Department) is correct.
   • Assign responsibility using 'Accountable' and 'Assigned to'.
   • Set the 'Due Date' (this is required).
   • Provide a clear 'Brief Description' (this is required).
   • Select an appropriate 'Action Type' and 'Priority'.
   • Optionally, set a 'Send Reminder' date.
   • Add any initial comments to 'History' or upload Attachments.
   • To notify others of updates, add them to 'Subscribed to Updates'. They will receive notifications about changes to the action. 2
3. Choose how to proceed:
   • Save: Click Save to keep the action as a Draft. It will not be formally assigned or trigger notifications. The form remains open for further edits.
   • Assign: Click the Assign button. This moves the action to the Open state, triggers "Action Assigned" notifications (if configured), and closes the record. Ensure all required fields are filled before assigning. 1

Important Notes

• Actions can be created directly in the Actions module or generated from other records, such as an Incident or Inspection. When created from another record, they maintain a link for traceability. 2
• The 'Clone Action' function can be used to quickly create a copy of an existing action, which is useful for recurring tasks. 2