Open Assets Open Assets Docs

Working with Actions Manual Actions

Actions can be created and assigned to an asset as required.

CREATING A MANUAL ACTIONS

  1. Open an Asset and navigate to the 'Asset actions' tab

  2. Click on the 'Create' button

  3. Enter the Action details and click 'Create action' to save
    Title: High level text of what the action refers to.
    Description: Lower level description of the action to help guide next steps and save data against.
    Scheduled for: The due date of the action to be resolved by.
    Assigned to: The person assigned to resolving the issue.