Track actions

The Actions screen is the register of everything that needs fixing — whether an action came from an inspection, from a form, from a QR code or from an asset.

Three scopes, each with its count

At the top of the list, a selector says what you are looking at; the badge on each tab counts the open actions it holds:

• Mine — the ones assigned to you, to one of your groups or to one of your sites;
• Created by me — the ones you created or reported, to see where they stand;
• All — everything you can see: it appears as soon as you see more than your own (the actions of your scope, or the whole organization if you hold See all actions).

If you see all of the organization’s actions, the screen opens on All; otherwise, on Mine. On a phone, when all three tabs are there, « Created by me » shortens to By me, and the Actions tab of the bottom bar shows in red how many of yours are late.

On a phone, a list by due date

Actions are sorted into groups — Late, This week, Later, No due date, Done —, each with its count in a badge. Each row shows:

• the icon of its origin — from an inspection, reported by QR, from an asset (the icon of its category), or created by hand — on a computer, its tooltip names it; the icon turns red when the action is late;
• its title, and below it: where in « Mine » (the asset, the site, the group that carries it), for whom in « Created by me » (« For you », « For the group Maintenance »), the site and who handles it in « All »;
• its due date in plain words: « 3 d late », « Today », « Tomorrow », « Nov 26 », « No date ».

An Unassigned action reads in orange: it is something to deal with. Tapping a row opens its page, full screen.

The filters

On a phone, the filters belong to All: a row of chips you scroll with your finger — Open ▾ (or Done), Site, Assigned to, Origin, and Asset when the list has actions born from an asset. Each chip opens its list, with the number of actions for each choice, and the chosen value is written in the chip (« Site: Part-Dieu store »).

On a computer or a tablet, the same filters serve all three scopes: the status as two buttons, Open and Done, then Site, Assigned to, Origin and Asset as lists that drop down under their chip. Under « Mine », « Assigned to » is not offered: it would only say you.

When you arrive from a dashboard tile, the list is already filtered — Late ✕, which you remove in one tap, or « Assigned to: Unassigned ». See all 4 actions, on an asset’s page, opens All, filtered on the asset. Clear all removes the filters you set. The number of actions, and how many are late, is shown alongside: above the list on a phone, to the right of the filters on a computer.

On a large screen, a table and the panel beside it

All three scopes share one table, nearest due date first: Action (its origin, title, asset and site), Assigned to, Due, Priority — the « Assigned to » column goes away under « Mine ». Clicking a row opens the panel beside it, on the right: you work the action without leaving the table, which narrows down to the action, the person and the due date in short words. The address follows the open panel, the link can be shared, and Esc, Back or ✕ close it.

On a tablet, the panel slides over the table; tapping beside it closes it. New action opens the form in a window, over the list.

Who sees what

As everywhere: your own actions (created or assigned), those born from visible inspections, those of your scope, those of the assets you see in assets for whoever holds See the actions of the assets you see — and the whole organization for whoever holds See all actions. An action assigned to a group is on every member’s plate.

The due date does the chasing

An action that turns Late surfaces by itself — in the list, on the phone tab, on the dashboard. Set due dates: they do the work.