Create actions
Learn how to create actions via the web app and the mobile app.
What are actions?
What you'll need
- Any eAuditor Plan
- Web app or mobile app
- Any seat type
- If you have sensor monitoring set up, check out how to create actions from sensor alerts to keep track and resolve sensor-related problems.
Create an action in an inspection
1. Log in to the web app.
2. Start or edit an inspection.
3. Click Create action (square) button Create action below the question response. If there are actions created for the question in another inspection, the “Open actions” button will appear to view and link open actions.
4. In the side panel, select the type from the dropdown on the upper-left corner and enter the action’s title and description. You can also configure action fields such as site, label, asset, and more.
5. Click Create on the lower-right corner of the page.
6. If you want to add more information, you can click the action to provide details, comments, and media files in the side panel.
1. Open the mobile app.
2. Start or edit an inspection.
3. Tap Add action icon Action below the question response. If there are actions created for the question in another inspection, the “Open actions” button will appear to view and link open actions.
4. In the pop-up window, select the type on the upper-left corner and enter the action details. You must enter an action title at a minimum.
5. Tap Create at the upper-right of your screen.
6. If required, you can update the action further in Details or provide comments and media files in Activity.
- Actions created from inspections are only visible to assignees and users with access to the relevant inspections. Any photos and notes added to the inspection question will also be included.
Create an action from an asset
1. Log in to the web app.
2. Select Assets cube iconAssets from the menu on the left-hand side.
3. Click More vertical icon on the asset’s right-hand side and select Create action (square) button Create action.
4. In the side panel, select the type from the dropdown on the upper-left corner and enter the action’s title and description. You can also configure action fields such as site, label, and more.
5. Click Create on the lower-right corner of the page.
1. Open the mobile app.
2. Tap Assets gallery view icon More at the lower-right corner of your screen.
3. Select Assets cube icon Assets from the list of options.
4. Tap the asset.
5. Tap Plus icon at the lower-right of your screen and select Create action.
6. Select the type on the upper-left corner and enter the action details. You must enter an action title at a minimum.
7. Tap Create at the upper-right of your screen.
8. If required, you can update the action further in Details or provide comments and media files in Activity.
Create an action in an inspection report
1. Log in to the web app.
2. Select Inspections from the left-hand side menu.
3. Click Assets gallery view icon More on the right-hand side of the inspection and select View report icon View report.
4. In the report, click Add action icon Action on the question’s lower-right.
5. In the side panel, select the type from the dropdown on the upper-left corner and enter the action’s title and description. You can also configure action fields such as site, label, asset, and more.
6. Click Create on the lower-right corner of the page.
7. If you want to add more information, you can click the action to provide details, comments, and media files in the side panel.
- Please note that creating actions in inspection reports is only available on the web app.
Create an action in an issue
1. Log in to the web app.
2. Select Issues icon Issues from the menu on the left-hand side.
3. Report an issue or select an existing issue.
4. Click Plus icon Add on the upper-right of the page and select Create action (square) button Create action.
5. In the side panel, select the relevant type and enter the action’s title and description. You can also configure action fields such as site, label, and more.
6. Click Create. Actions created in an issue will be linked and visible on the “Overview” tab at the bottom of the page under “Linked actions”.
1. Open the mobile app.
2. Tap Issues icon Issues at the bottom of your screen. If you see Training iconTraining at the bottom of your screen, tap Assets gallery view iconMore and select Issues iconIssues.
3. Report an issue or select an existing issue. You can also report an issue by scanning an issue QR code.
4. Tap Plus icon at the lower-right of your screen and select Create action (square) button Create action.
5. In the pop-up window, select the type on the upper-left corner and enter the action’s title and description. You can also configure action fields such as site, label, and more.
6. Tap Create.
Create a standalone action
1. Log in to the web app.
2. Select Actions icon Actions from the menu on the left-hand side.
3. Click Plus icon Create action on the upper-right of the page.
4. In the side panel, select the type from the dropdown on the upper-left corner and enter the action’s title and description. You can also configure action fields such as a site, label, asset, recurrence, and more.
5. Click Create on the lower-right corner of the page.
6. In the Activity, you can provide details, comments, and media files for the action.
7. Click Back iconBack on the upper-left corner of the page to return to the action list.
1. Open the mobile app.
2. Tap Actions iconActions at the bottom of your screen.
3. Tap Plus icon at the lower-right corner of your screen.
4. In the pop-up window, select the type on the upper-left corner and enter the action details. You must enter an action title at a minimum.
5. Tap Create at the upper-right of your screen.
6. If required, you can update the action further in Details or provide comments and media files in Activity.
- By default, standalone actions can be accessed by all users in your organization. You can configure access for standalone actions from the action settings page.