Follow-up actions
When you have made an observation, 'ad hoc' or as part of an assessment, you might also want to register one or more actions, to actually follow up on your findings.
The following types of follow-up actions can be added in the Assessments and observations TSI:
• General follow-up actions,
• Follow-up actions - hazards,
• Follow-up actions - orders.
General follow-up actions can exist in their own right. However, they can also be converted to a specific type: either into Follow-up actions - hazards or into Follow-up actions - orders. To change the type of the general follow-up action, you can use the Change to 'order' and Change to 'hazard' actions on the action panel. Please note that these conversions are irreversible!
 | If you intend to use the new Objective-based maintenance solution when it becomes available in the near future, you will also be able to create follow-up actions for the new type of activity definition. Please note that follow-up actions cannot be created for (any subtype of) maintenance activity definitions that are available in the current Planned maintenance solution. |
Follow-up actions (can) have the following characteristics:
• a workflow based on status transitions (only applies to order-based or hazard-based follow-up actions). This workflow co-depends on the workflow of the related order / hazard;
• an Evaluation required? setting, to specify if an evaluation by a third party is required (only applies to order-based or hazard-based follow-up actions)
• a link with one or more observations.
• a Due date.
| | Good to know: when you create a new order for the follow-up action, this date is taken over to the Requested completion date-time of the related order. |
• a Priority.
| | Good to know: when you create an order for the follow-up action, the order's priority is determined. In the event that the order's priority cannot be determined from the linked Standard order, the applicable SLA or the related Asset, the order's priority will be determined by the Priority of the related Observation. See Observation priority for more information. |
• Expected costs.
| | Good to know: when you create a new order for the follow-up action, the expected costs from the follow-up action (if any) are taken over to the order's Estimated costs. |
See also: Adding follow-up actions.