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Tasks Actions

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Reports & Actions

Task Actions let users open workflow start forms that can initiate tasks from the asset viewer.

Settings​

To set up Task Actions, fill out the following fields:

actions

Report of actions:

  • 1. Name: Write a name to identify the report.
  • 2. Workflow: Choose a workflow that counts with a workflow start form.
  • 3. Action: Choose the survey (workflow start form) that users will be able to open through the asset viewer.

Options:

  • A. Closes the settings panel. Clicking outside the panel returns you to the previous window.
  • B. Displays the survey.
  • C. Saves the action, making it accessible through the asset viewer.

Example​

We set up a piece of equipment with a notification form that initiates the corrective maintenance process in case it needs fixing.

actions

The notification form appears over the Asset Viewer:

actions

Once the form is submitted, the task is initiated.