Editing actions

Edit actions, such as phone calls, emails, or events, from the Chronology page.

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 update an existing action:

  1. Select open for edit.
  2. Select Edit.
  3. To change the type of action, select Action Type and then select an action type. If the list of options is long, use Search to narrow the list. Select SAVE. If you do not want to save your changes, select back arrow or close.
  4. To change the person who is responsible for completing the action, select Staff and then select a staff member. If the list of options is long, use Search to narrow the list. Select SAVE. If you do not want to save your changes, select back arrow or close.
  5. To add or change the date the action was completed, select Completed Date and then select a date. Or, select Clear to return to the previous dialog box without making changes.
  6. You cannot change existing notes. To add a note, select CREATE NEW NOTE and then enter the text of the note. Select SAVE. If you do not want to save your changes, select back arrow or close.
  7. Select SAVE.