Finalizing a follow-up action of an observation
In the
Mobile Observations , you can finalize a follow-up action that was added to an observation after adding all the action specifications. To enable the action to finalize follow-up actions, see
Planon Live - Mobile observations app configuration.
Procedure
1. On the Asset observation details page, select the Follow-up action tab.
2. Select the follow-up action you want to finalize.
The Follow-up action details page is displayed.
3. Tap the Finalize button at the bottom of the page.
You now get a confirmation that the follow-up action is finalized.
| If the follow-up action is finalized, the Finalized field is automatically set to Yes in Planon ProCenter and a business event is sent to the decision model. The Finalized field can then be used as an attribute in the decision rules. For example: a decision rule on Expected costs > 5000 and Finalized=T. |
| When a follow-up action is finalized, it becomes read-only and it is not possible to add/edit/delete action specifications for this finalized follow-up action. |