Audits, tasks and actions for an asset/item can be created from the “Item” section. The benefit is all audits, tasks and actions are attached to the particular asset/item.
To set up a action for an asset/item, please follow the instructions outlined below.
Create an action for an asset/item
Select the “Items” tab to navigate to the Items dashboard.
Search for the required item using the filter options, and select “Edit”.
In the “Edit Asset/Item” window, click the “Actions” button
On the “Actions List” blue header, click the “+ Add New Action” button.
In the "Add New Action" window, the Category, Location and Asset fields will be pre-filled.
Enter the relevant details for the remaining fields.
Click “Add New” to save the action.
The action can be viewed via the asset/item or from the Actions dashboard.
The items page is where you can record the details of an item or asset within your business that requires a scheduled or recurring task, for example, plant or machinery that requires annual maintenance to be undertaken. You can add tasks, audits, and ...
The items page is where you can record the details of an item or asset within your business that requires a scheduled or recurring task, for example, plant or machinery that requires annual maintenance to be undertaken. You can add tasks, audits, and ...
Audits, tasks and actions for an asset/item can be created from the “Item” section. The benefit is all audits, tasks and actions are attached to the particular asset/item. “Audits“ attached to an “asset/item” can only be set up as once-off “quick ...
Information and details for assets or items can be easily updated or changed by administrators with the appropriate level of role permissions. Editing assets / items Select the “Items” heading tab to navigate to the items dashboard: Using the filter ...
“Actions” do not need to be linked to an “audit”. An “Action” can be raised as a separate, stand-alone item. To create an action separate to an audit, please follow the instructions outlined below. Create an Action from the Actions dashboard Navigate ...