Core TSIs : Assessments & Observations : Field descriptions : Follow-up action fields
Follow-up action fields
Fields
Description
Follow-up action subtype
Displays the type of the selected follow-up action: General follow-up action, Order follow-up action, hazard follow-up action or Activity follow-up action (Activity planner TSI).
Code
Enter / edit the code for the follow-up action.
Description
Enter a relevant description of the follow-up action.
Observation
If you linked this follow-up action when you added an observation, the reference to this observation is displayed here. If this field is not filled in, it is mandatory to select a value in the Assessment field.
Assessment
If applicable, select the assessment for which the follow-up action is created. Leave this field empty in case you make an ad-hoc observation, unrelated to an assessment. If this field is not filled in, it is mandatory to select a value in the Observation field.
Linked observations
If you have linked observations to a follow-up action via the corresponding action on the Link action panel, this field displays all linked observation(s). You can use the linked observations to monitor which observations are going to be resolved by the selected follow-up action.
Activity definition
This field is populated if you click Create activity definition on the action panel. It links the follow-up action to the activity definition in the Activity planner TSI.
Order
This field is populated if you click Create order on the action panel. It links the follow-up action to the order. You can only create an order when this field is still blank.
Hazard
This field is populated if you click Register hazard on the action panel. It links the follow-up action to the hazard. You can only register a hazard when this field is still blank.
Due date-time
From the date picker, select the date when the follow-up action is due.
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Good to know: when you create a new order or an activity definition for the follow-up action, this date is taken over to the Requested completion date-time of the related order and the start date of the activity definition.
Evaluation required?
Indicate if the follow-up action must be evaluated or not.
Expected costs
Enter any expected costs for this action, if applicable.
* 
Good to know: when you create a new order or activity definition for the follow-up action, the expected costs from the follow-up action (if any) are taken over to the order's Estimated costs or to the Activity costs of the Activity definition.
Finalized?
Indicates if the follow-up action is finalized or not.
System status
Displays the current system status of the selected follow-up action. The initial Reported status of the follow-up action is updated automatically to In progress, Completed or Canceled as the linked order, activity or hazard is progressing.
Approved by
This field is populated with the name of the logged in user when the action's status is set to approved.
Approved on
This field is populated with the date-time when the action's status is set to approved. The field is editable.
Assigned to
Select the person to assign the action to.
Started on
This field is auto-populated with the current date-time when the action is set to In progress. This happens when the related order's status is set to In progress. The field is editable.
Completed on
This field is auto-populated with the current date-time when the action is set to Completed. This happens when the related order's status is set to Technically completed. The field is editable.