My Action Items
Your own open items, late first, each with its source and due date.
Where: Profile menu → My Action Items
Who can: Everyone
Action Items
An action item is a task with your name on it and a due date, almost always raised because something else happened: an incident, an inspection, an FLHA, a form answer, a meeting, an observation. Its source is always one click away.
Who uses itWorkerSupervisorAdminPlanAll plans
On the worker side
4 featuresFieldView and your profile menuClose with photos
Add an update with what you did and photos or files. Post update keeps it open; Post and mark complete closes it.
Where: Action item → Add an update
Who can: Whoever it's assigned to
Fix now and Review from an email
An email about an action has Fix now (opens it with the update box ready: a comment, a photo or a file) and Review (the record it came from). Signed out, you sign in and land on the same page.
Where: Email → Fix now / Review
Who can: Whoever it's assigned to
Comments
Comment at the foot of your own action item; a worker's comment waits for approval.
Where: Action item → Comments
Who can: Everyone on it
On the admin side
5 featuresDashboard and the Admin paneOpen, Completed and Action chart
The register in tabs, with multi-select filters. Due dates use the shared colours: yellow at three months, orange at two weeks, red past the date.
Where: Dashboard → Action Items
Who can: Action Items: View
Observations and SDS actions
Separate tabs for actions raised from observations and from safety data sheets.
Where: Action Items → Observations / SDS actions
Who can: Action Items: View
New action item
Raise one by hand: title, what needs doing, a person or a position, and a due date.
Where: Action Items → New action item
Who can: Action Items: Edit
Sign off
Items that need sign-off wait for someone with the right.
Where: Action item → Sign off
Who can: Sign Off Action Items right
Delete comments
Remove anyone's update or comment.
Where: Action item → Delete
Who can: Company Admin, or Delete comments right
Related articles
- Action items: raising, working and closing themWhere action items come from, how to raise one by hand, how the owner closes it with an update, and how an admin signs it off, reopens or reminds.
- Fix now and Review on actionsClear an action straight from its email: add a comment, take a photo or upload a file, then mark it complete. Review shows the record it came from.
- Emails that open the right pageEvery FieldTec email has a button that opens the exact page it is about, for you. Emails that need you to do something have two: Fix now and Review.
- To do, Updates and My Action ItemsOne number for what's waiting on you — on the To do icon and your Overview — approvals on the admin side, and a separate, quiet list of everything the app has told you.
- Comments, and approving themWhere you can comment — action items, notices, policies and documents — why a worker's comment waits for an admin, how an Admin or Company Admin makes it visible, hides it or replies to it, and who is told.