Adding a follow-up action to an observation
For an observation that is made, it is likely that you want to suggest one or more follow-up actions to resolve the observation.
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 Observations .
You can add the following types of follow-up actions:
• General follow-up action: This action type can be used for simple tasks that do not require a formal Planon processes, for example: to update procedure and guideline documents;
• Order follow-up action: to create an order to investigate / solve a problem immediately;
• Activity follow-up action: to create an activity definition in your maintenance plan;
• Hazard follow-up action: to register a hazard in the Hazard registry to inform field engineers.
Procedure
1. On the Asset summary page, select the observation to which you want to add a follow-up action.
The Observation details page is displayed.
2. On the Observation details page, select the Follow-up action tab.
3. Tap the Add follow-up action button.
4. Select the relevant follow-up action type from the list.
Based on your selection, relevant follow-up action page is displayed.
5. On the [...] follow-up action page, enter a description of the follow-up action in the Description field.
6. Select a date and time in the Due date-time field.
7. Optional: enter the expected costs required for the follow-up action in the Expected costs field.
8. Add a comment in the Comment field.
9. Enter other relevant data.
Field | Description |
|---|
Order follow-up action |
Standard order | Select a relevant standard order. An order will be created based on this standard order. |
Activity follow-up action |
Standard activity definition | Select a relevant standard activity definition. An activity definition will be created based on this standard activity definition. |
Hazard follow-up action |
Hazard type | Select a relevant hazard type. A hazard will be created for this hazard type. |
10. Select Add.
It is confirmed that the follow-up action is created successfully.