Follow-up action subtype

Displays the type of the selected follow-up action: General follow-up action, Order follow-up action or hazard follow-up action.

Code

Enter / edit the code for the follow-up action.

Description

Enter a relevant description of the follow-up action.

Evaluation required?

Indicate if the follow-up action must be evaluated or not.

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 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.

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.

Assigned to

Select the person to assign the action to.

Due date-time

From the date picker, select the date when the follow-up action is due.

Expected costs

Enter any expected costs for this action, if applicable.

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.

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.

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.

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.

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.