Incident Action Form

How can a user assigned to an action find it and sign it out? 

Once an action has been assigned to a user, the user will need to find the action with the system in order to read it and sign it out. As mentioned in item 6. In the last chapter the action form has a [Send Notification] function, which allows for email notification to the assigned users. Users can also find the actions assigned to them using the “Personal Dashboard” found under the [My place] module. Here is how it works:

The “My place” Overview (Dashboard) 

1. Click [“User Name” place] → [Overview]  

The section shows each individual user’s name in the module group name.

1. On the Right-hand side in the lower part of the overview the “Action” section can be found.

1. The actions assigned are listed in 4 different groups as can be seen below, the number on the far right indicates the number of actions found within that group. By clicking any of these groups (click the text) a list of the actions within that group will appear below in the form. By clicking the main heading “Actions” all the actions will be listed.

1. In the list section that appear, you will in the belonging menu find the [Action Done] button to start signing the action out. Users can also double click the actions directly in the grid to open them for details. The [Action Done] button can also be found in the action detail form.   
2. In the same menu the [Send Notification] button can also be found and used to notify when action has been done etc.

How to sign out an action? 

Once an action has been performed, the action can be signed out, and this is the procedure on how to do it. There is no requirement from the system side that all fields need to be used and is up to each company’s internal procedure and guidelines. This procedure will describe all fields.

1. Double click the action that is to be signed out.
2. If this action will result in a “Corrective action” added to the TM Master Maintenance module it is possible to add this job from the action form. This can be done on the “Job & Job History” tab. For more details, please see the chapter: How to link jobs & job history to actions?  
3. Click the [Action Done] button found in the top of the “Action” form.

1. Done Status: If the job doing the action has not been completed, this can be indicated by setting a percent done value.
2. Done by: This is should be the user/crew/contact that has actually done the action, by default this is set to the user signing the action out. But by clicking the […] button at the end of the field you can select a different user/crew/contact.
3. Done Date: Should be the date the action was performed, by default it is set to today’s date but can be set to any previous dates if required.
4. Signed out by: Will always be the user signing the action out.  

(The user who will at the end click on the [Sign out button]) 

1. Signed Out date: This will reflect the date when the action is Signed out.

The date the [Signe Out] button was pressed.

1. Action Taken: Here a short description of the action is added.

1. If the Action is not completed, it is possible to [Save] the current entry and continue the sign out procedure later. Any previous saved information will appear the next time a user clicks the [Action Done] button for this action. This also allows companies to quality assure the action sign out descriptions prior to sign out. This can be done by only given a limited number of people the user right to “actually” sign out the action, but regular user can still fill in the “Action done” details, set it to 100% Done, and the manager can then review the information, and then sign it out if accepted.
2. To Sign out the action click the [Sign Out] button
3. Confirm the sign out.