Adding a follow-up action to a survey observation
For many observations that are made, it is likely that you want to suggest one or more follow-up actions to resolve the issue you observed, or to seize an opportunity.
For example, you may want to:
• address an observation through various solutions, each of which incurs different costs. For each solution, you can recommend a corresponding follow-up action.
• propose a temporary fix via a work order.
• notify field engineers about an observed hazard.
• include an activity in your planning to replace the affected asset.
You can register these follow-up actions in the Mobile Assessment Surveys .
Procedure
1. On the Observation details page, select the Follow-up action tab.
2. Tap the Add follow-up action button.
3. On the [...] follow-up action page, select a date and time in the Due date-time field.
4. Enter a description in the Description field.
5. Optional: enter the expected costs required for the follow-up action in the Expected costs field.
6. Add a comment in the Comment field.
7. Select Add.
It is confirmed that the follow-up action is created successfully.