The action feed

An action’s page tells its whole life, in the order you read it in the field: at the top the title and its details, then cards.

• Where it comes from: the question and its answer when it comes from an inspection, with its photo, the inspection and its date (« Safety walk, 10/14 ») and See the inspection; the report when it comes from a QR code — the photo, what was said, who reported it. An action created by hand has no such card.
• The key facts, one row per setting: the Due date in plain words (« By November 26 », or « 3 days late », in red), Assigned to (« Me », a name or « Unassigned », with « Your group », « Group », « Site » or « External » beside it), the Site, the Priority — and the Family, when it asks for or removes something. For an action created by hand, the foot of the card says where it comes from: « By Claire Aubertin on 07/03 ».
• To close: the questions of the family, to fill in on the spot, when it asks any.
• the Photos, then the Messages.

On a phone, the page fills the screen and its action bar stays at the bottom, under the thumb. On a computer or a tablet, there is no full page: the page always opens on the actions table, beside it — or over it, on a tablet —, and a notification or a link to an action lead there too.

Editing on the spot

If you can move the action forward — it is assigned to you, to your group or to your site, you created it, or you manage actions —, every row of the key facts carries a chevron: tapping it opens the same choice as at creation. The change is saved at once; without a network, it goes as soon as the device is back online. Reassigning waits for its button, Reassign to …, to leave room for a word (Add a note). A completed action can no longer be edited: reopen it first.

Only reassignments, status changes and messages leave a trace in the thread: a change of due date, site or priority does not show there.

Without the right to move the action forward, no row carries a chevron, and the bottom of the page says so: « You’re following this action; Nadia Benali, who is in charge of it, moves it forward. » — or, when nobody is assigned, « You’re following this action; nobody is in charge of it yet. »

The messages

Messages read as bubbles, and facts in small print between them; the card’s badge counts the messages, from the first one. An action created and assigned in one go takes a single line there: « Claire Aubertin created the action and assigned it to Kevin Marchand ». On a tablet or a computer, three tabs sort them:

• All — the chronological mix, the story as it happened;
• Comments — the conversation alone: messages from members (including the note left while reassigning or editing the action) and from the external contributor;
• History — the facts: creation, assignments (the first one as well as the next, including a preset QR’s), status changes — who, what, when.

On a phone, everything reads as one thread, in order.

A message is text: on a phone, Write a message (the keyboard microphone lets you dictate); on a computer, you type it straight into the thread, then Comment. Photos go through Add a photo (JPEG, PNG, WebP or HEIC) and are filed in their card. Participants are notified of each other’s messages — the conversation moves without chasing.

A file that won’t open

Attached files go through an antivirus. Instead of a photo or a link, a file may show its name and one of these sentences:

• Scan in progress — a PDF or Office document sent by someone without an account (external contributor, QR code) is being checked. It opens as soon as it is found clean, usually within moments; photos show right away.
• File removed: it contained malware — the antivirus caught it: it no longer opens, for anyone, neither in the action nor in the report. Ask its author to send you the document another way.
• File temporarily unavailable — the scan could not be done. The file stays closed meanwhile: try again a little later.

The same sentences show on the action’s no-account page, under an inspection’s photos, and on an asset’s page as on its QR code page.

Closing, reopening

At the bottom of the page, Mark complete, next to Add a photo — and, on a phone, Write a message. Mark complete opens a sheet: A photo after the work, the family’s closing questions, A message (optional). While a required question is empty, the sheet says so — « Answer “Area concerned” to close it. » — and the button waits.

A completed action says so at the bottom of its page, Action completed; Reopen goes back when the field says no, it was not fixed. Both gestures show in the history, and notify the creator and the assignee — and the person who reported the action through a QR code, if they left their address.

The read-only public link

The page’s ⋮ menu, Share links, produces a read-only public link: the action’s page, viewable without an account, without writing to it. To keep a requester, a client, a neighbouring department informed — without handing them the pen.

A link takes the action outside the organization: Share links is offered only to people who work the action and can create actions — the right to view actions alone publishes nothing.

Deleting an action

The ⋮ menu offers Delete to the person who created the action, and to people who manage actions. The assignee works the action without being able to delete it: it isn’t theirs.