Adding actions

Add actions, such as phone calls, emails, or events, from the Chronology page. You can add completed actions only; you cannot add actions to complete later.

To go to the Chronology page:

  1. In the inspections list pane, select Inspections to work with inspections, or select Cases to work with cases.

  2. In your inspections list or cases list, select the record you want to work with.

  3. Select Actions.

To add an action:

  1. Select ADD ACTION.
  2. Select Action Type and then select an action type. If the list of options is long, use Search to narrow the list. Select SAVE.
  3. Select Staff and then select a staff member. If the list of options is long, use Search to narrow the list. Select SAVE.
  4. If the action is complete, select Completed Date and then select a date.

  5. To add a note, select Notes. Enter the note text. Select SAVE. If you do not want to save your changes, select back arrow or close.

    Note:  When you add an action, you can add only one note. If you update the note multiple times during the add process, only the last text you enter is saved.

  6. Select SAVE.