What are actions?
What are actions?
Actions in eAuditor
Inspections
Assets
If your organization utilizes the Assets feature to track and manage assets, the asset profile page can be your source of truth for everything you need to know about them. From there, you can create and pre-fill actions with the asset, as well as view all completed and open actions relevant to the asset.
Issues
Analytics
Standalone actions
Actions settings
Creating custom action types allows you to maintain your information structure within each action and define different categories of tasks, each with its own requirements. For example, a “Work order” action might need specific details, while a “Corrective action” type might require different information.
Tailor the Actions feature to your organization’s needs by creating custom fields to capture additional information in text, currency, and date and time formats.
Each business may have its own language for its task management processes, so rather than using the default “In Progress” or “Complete” as indicators for progress, you can customize the name for each status to something relevant to you and your team.
We understand that you may only want specific users to review actions before marking them as complete. You can manage action status transitions so that only certain users can move actions to certain statuses, giving stakeholders the opportunity to review the work that’s been done.
Manage detail field editing so that only certain users can edit fields such as the due date, giving action creators the confidence that details won’t be changed deliberately or accidentally.
For each action, you can set one of the three available priorities to help your team members can prioritize tasks that require more attention. You can also automate each action’s due date based on the selected priority, further helping you and your team to plan which tasks to complete first when creating actions.
While actions created from an inspection follow the inspection access rules, access to standalone actions can be easily configured so that each action is available to all users in your organization, just site members, or only the creator and assignee.
Despite seeing your team members getting things done by completing actions, you can’t help but notice the endlessly growing number of actions. With that in mind, we wanted to help you to organize all of them so you can quickly identify a group of related actions using labels.