Create and assign
New action (on the Actions screen) creates a standalone action — no inspection behind it: a burnt-out bulb spotted in a corridor does not wait for the quarterly audit.
The form
Section titled “The form”- Title — short, actionable (“Replace emergency light, corridor B”);
- Description — the context, in rich text;
- Photos — the starting evidence;
- Site, priority (Low / Medium / High), due date;
- a family, if your organization defined some — it brings its fields and its closing questions;
- the assignee.
The four ways to assign
Section titled “The four ways to assign”| Assign to | What it produces |
|---|---|
| A member | the action lands on their plate; they are notified |
| An external email | a person without an account receives a contribution link to respond |
| A group | team queue: every group member sees it — whoever handles it first handles it |
| A site | place queue: those working on that site see it |
Assigning to a group or a site is a queue, not a broadcast: the action exists once, visible to everyone concerned, and whoever takes it takes it for all.