In order to issue work instructions or to undertake an activity on an asset a user must create an action item first. Action items can be created one asset at a time or by bulk. (see creating bulk action items)
An action item can be created by going into the Asset Profile that you wish to create the action item for. At the bottom of the profile page you will notice a small button a the top of the action items section.
Click the add button and a pop up window will appear.
Continue to complete the 'Add Action Item' fields within the window, set the date of action item, choose the report type, assign it to yourself or another asset stakeholder prior to clicking the save button.
Can't see a report type to select?
Tip: Reports will only be shown when an asset matches the criteria required to complete that report type. e.g. If a clean report is not visibile it is normally because the Asset dimensions (including Sump and/or Basket dimensions) fields haven't been completed in the asset profile yet. You will need to set these before being able to assign a clean report to a user. Similarly, if an asset is in Draft state you can only complete an Audit report and will need to change the asset status to Active to perform other report types.
Once complete click the save button and your action item will then be ready to be undertaken. Up until the point that the action item is completed and a report is created you can edit and/or delete the action by clicking on it within the asset profile and following the same steps as above. This comes in handy should you wish to amend the scheduled date of the action or change the priority, etc.