Raise and close an action

You will assign a fix, track it and close it with a note of what was done.

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What you'll need

  • Inspector role or higher. Viewers can see actions but not create them.

Steps

  1. 1

    Open Actions and select Create action.

    Actions — Create action highlighted1
  2. 2

    Enter a Title, for example Replace damaged welding screen – Bay 1.

    Create action dialog — Title highlighted2
  3. 3

    Choose the Priority.

    Create action dialog — Priority highlighted3
  4. 4

    Choose the Assignees (optional).

    Create action dialog — Assignees highlighted4
  5. 5

    Set the Due date (optional).

    Create action dialog — Due date highlighted5
  6. 6

    Select Create.

    Create action dialog — Create highlighted
  7. 7

    Choose Mine in the filters, or choose Overdue only under Any due date, to find your actions.

    Actions — Mine filter and Any due date highlighted7
  8. 8

    Open the action and select Mark In progress.

    Action — Mark In progress highlighted8
  9. 9

    Write what you did in Chat and select Post message.

    Action — Chat and Post message highlighted9
  10. 10

    Select Mark Pending verification when the work is done.

    Action — Mark Pending verification highlighted10
  11. 11

    Select Mark Completed once the fix has been checked.

    Action — Mark Completed highlighted11

Tip

Actions raised from an inspection or observation stay linked to it, so you can trace each fix back to where it came from.

What's next

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Updated 13 Oct 2026