Adding a follow-up action to an observation

The procedure to add a follow-up action to an observation is as follows:

Procedure

1. Go to Details > Follow-up actions.

2. On the action panel, click Add.

3. On the data panel, complete the relevant fields. For a description of these fields, see Follow-up action fields.

• To create a general follow-up action, leave the fields Standard order, Standard activity definition or Hazard type empty.

• If you fill in the Standard order field an Order follow-up action is created.

• If you fill in the Standard activity definition field an Activity definition follow-up action is created.

• If you fill in the Hazard type field an Hazard follow-up action is created.

4. Click Save.

The follow-up action is now added to the observation.