Actions

The Actions view lists follow-up work linked to equipment in the current project. Use it to review required work, update action information, and track actions through to completion.

Each row is an action record. An equipment item can have several actions, so the same equipment tag may appear on several rows.

For step-by-step instructions, see Manage actions.

The numbered areas in this screenshot match the section headings below.

1Toolbar2Row controls3Reading an action rowView larger screenshot ↗

1. Toolbar

Find Update, Open, and Close above the grid’s column headings. Commands may appear in a menu depending on the available width. Toolbar actions work with the action selection. A selected action may be on another page or hidden by a filter; the visible grid does not define the scope of an update.

Control	What it does
Selection Count	Shows how many actions are selected, including selected rows on other pages or hidden by filters.
Refresh	Reloads the grid data. Does not clear the selection.
Update	Changes the included fields on every selected action through a review-and-confirm dialog.
Open	Reopens selected actions that need further work. The dialog accepts an optional comment.
Close	Marks selected actions as closed. The dialog accepts an optional comment.
Grid Layout	Opens commands to save the current grid layout to your account or load it on another device.

The action dialogs below describe each operation. Shared selection behaviour is documented in Selecting Items.

2. Row controls

The checkbox, three-dot button, and dropdown arrow are at the left of each row. Opening a record and selecting it are separate actions.

Control	What it does
Row checkbox □	Selects or deselects the action for toolbar actions such as Update, Open, and Close.
Three-dot button ···	Opens that action’s Window beside the grid. Green marks the action currently displayed; click another row’s three-dot button to switch records.
Row-menu arrow ▾	Opens the menu for that action. Its commands use this row, independently of the checked rows.
View Action	Opens that action’s individual overview page in a new browser tab. The project grid remains open in the original tab.

For the Window’s fields, editing controls, inspection links, and History, see Action Window.

For selection menus, filters, sorting, and pagination, see Project Dashboard Interface.

3. Reading an action row

Read the columns to the right of the row controls. The screenshot shows Status, Tag_no, Priority, Site, and Area; scroll the grid horizontally for additional columns. The columns below combine equipment information, the action’s type and details, and its status and audit information.

Equipment information

Column	What it tells you
Tag_no	The tag number of the equipment linked to the action. Several actions can share the same tag.
Site	The equipment’s site.
Area	The equipment’s area within the site.
Location	More specific location information for the equipment.
Description	The equipment description, rather than the action details.
Cert	The equipment certificate number.
Is_simple	Whether the linked equipment is recorded as a simple device.
Ac_zone	The equipment’s area classification zone.
Exr_prot	The equipment’s protection type.
Exr_group	The equipment’s gas/dust group rating.
Exr_tclass	The equipment’s temperature class.

Action type and details

Column	What it tells you
Action_type	The kind of follow-up work or review represented by the action. Its type determines the individual record’s available decisions.
Action_details	The required work or proposed changes, distinct from the equipment Description.

Status and resolution

Column	What it tells you
Status	Open means the action needs further work; Closed records a completed or otherwise resolved issue.
Priority	The action’s priority, displayed numerically in the grid. Use Update’s named High, Medium, Low, and Unassigned choices when setting it.
Comment	Supporting context recorded for the action. This is the Comment field in Update.
Action_other_1 to Action_other_6	Project-defined action values, corresponding to other_1 to other_6 in Update.

Dates and document information

Column	What it tells you
Opened_dt	The action’s recorded opening date.
Last_action_by	The person recorded against the latest action on this record.
Last_action_dt	The timestamp recorded against that latest action.
File_name_stored	The stored inspection-document file reference, where one is attached. The individual Window provides the document-opening control.

Use Update to change supported fields on the checked rows. The Action Window provides the individual record’s information and controls.

Action dialogs

Use these dialogs after selecting actions in the grid. They act on the checked rows, independently of the action displayed in the Window.

Update

Update applies the same field values to one or more selected actions. It is suitable for shared priority, comments, or project-defined values.

Dialog controls

The dialog defines which fields are included in the update. Review and confirmation are separate stages.

Control	What it does
+ Add field	Adds a field to the proposed update. Fields not included in the update retain their existing values.
Field value	Sets the proposed value for an included field. The same proposed value applies to every selected action.
Toggle all fields	Shows all supported fields together in the proposed update. Review which fields and values are included before continuing.
Remove field ×	Removes that field from the proposed update, leaving its existing values unchanged.
Review	Shows the proposed changes before they are applied. Provides a chance to check the affected records and values.
Confirm	Applies the reviewed update. Completing the confirmation is required to apply the changes.
Close ×	Dismisses the dialog without applying the proposed update.

Supported fields

Action updates support the following fields.

Field	Meaning
Priority	Choose High, Medium, Low, or Unassigned.
Comment	Supporting context for the action.
other_1 to other_6	Project-defined action fields.

Open

Open returns closed actions to the active action workflow without creating replacement records. The dialog accepts an optional comment explaining why further work is needed.

Control	What it does
Comment	Adds an optional comment explaining why the selected actions are being reopened.
Open Actions	Reopens the selected actions.

Close

Close marks actions as closed. The dialog accepts an optional comment explaining the outcome. Closure changes the action’s status; it does not delete the action record.

Control	What it does
Comment	Adds an optional comment explaining why the selected actions are being closed.
Close Actions	Closes the selected actions.

Where actions come from

Actions can be created by inspection results and other project workflows that require follow-up. They retain their relationship to the affected equipment.

The Equipment view also provides Edit → Add Action for creating action records related to selected equipment. See Equipment — Add Action.

Type-specific work

Some actions review proposed equipment changes or other inspection outcomes. The available decisions depend on the action’s type and state and belong to the individual Action Window.

Control	What it does
Create Defect	Creates a related defect where this decision is available. The individual action form provides a Defect Description field for the finding.
Apply ICS Changes	Applies the equipment changes proposed by an inspection check sheet for an ICS Equipment Update action.
Ignore ICS Changes	Dismisses those proposed equipment changes.

These decisions concern the displayed action and its linked equipment. Bulk Update changes action fields such as Priority and Comment; closing an action changes its status. Neither operation should be treated as applying the proposed equipment changes.

Related guides

These guides cover tasks using the Actions view.

• Manage actions — Review required work, update fields, and open or close actions.
• Select items — Choose which records a toolbar action affects.
• Upload inspection results — Transfer inspection outcomes from the Inspection App.