Create and assign

New action creates an action with no inspection behind it: a burnt-out bulb spotted in a corridor does not wait for the quarterly audit. On a phone, it is + New, in the top bar of the Actions screen: the form fills the screen, and Create action stays at the bottom, under the thumb. On a computer, the New action button opens the form in a window, over the list. The same form opens from an answer during an inspection (Create a corrective action), and from an asset’s page or one of its observations (Create an action): it then says where the action comes from, and offers the observation’s text as the title.

The form

Every setting is a row: it shows its value, and tapping it opens its choice — nothing moves around while you choose. In order:

1. What needs to be done? — short, actionable (« Replace the emergency light in corridor B »). Add details opens the description, in rich text.
2. Family, when your organization has defined several, or when its family asks for or removes something. It comes before the other settings because it decides them: the row says what it changes (« 2 questions to close, no priority »), and each choice says so too (« To close: Zone, Cause », « No priority »). Switching family clears the answers already given to its questions.
3. Assigned to (see below), Due date, and Site — the inspection’s, already chosen, when the action comes from an answer.
4. The Priority — Low, Medium or High.
5. To close, when the family asks questions: « Answer now if you know, or leave it to the person assigned. » Nothing there is required to create the action.

The Due date offers No due date, Today, Tomorrow and In a week, each with its day in plain words. For another day, Or another date: enter the date, then tap Choose November 12 — that button is what keeps it. The row then says the day (« By November 26 », and the weekday below); the action is due before that day ends.

Under Create action, a sentence says what will happen: « A notification goes to Nadia Benali. », « It will appear in your actions. », « A personal link goes to … ». If something is missing, it says so.

The four ways to assign

The Assigned to row opens a searchable list: Unassigned, Me, then Members, Groups, Sites — and at the bottom A contractor, by email.

Assign to	What it does
A member	the action is on their plate; they are notified
A contractor, by email	a person without an account receives a personal link to respond
A group	team queue: every member of the group sees it — whoever takes it takes it
A site	place queue: the people 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 picks it up picks it up for everyone.

Reassigning

The assignee can be changed at any time, on the spot, from the action’s page: tap the Assigned to row, choose the person, then Reassign to Nadia Benali. Add a note along the way, if a word helps: it joins the messages as one, and the creator and assignee are told. The newcomer is notified, and the messages keep track of the handover. Edit action, in the ⋮ menu, brings back the whole form.