Create a follow-up action

Create a follow-up action from a task in the Digital Factory Workspace.

Before you begin

You can create a follow-up action from an existing action, deviation, breakdown, or root cause analysis.

Role required: sn_icw.action_user or sn_icw.action_expert

Procedure

1. Navigate to Lists (

1. Select the task that you want to be the origin of the new action.

2. Select the three-dot menu at the top corner and select Create follow-up action.

   A new form for the action opens with automatically populated fields for:

   • Short description
   • Description
   • Functional location
   • Origin
   • Opened by
   • Assigned to
   • Impact
   • Urgency
   • Priority
   • Due date
   • On the Action form, fill in or change the values for the fields.

   For a description of the field values, see Action form.

3. Select Save.

Result

The new action is displayed in the Related list of the origin task. Closing of related tasks isn’t a pre-requisite for closing of the origin task.

Parent Topic:Action Management