Create a follow-up action

Create a follow-up action from a task in the Digital Factory Workspace.

Before you begin

You can create a follow-up action from an existing action, deviation, breakdown, or root cause analysis.

Role required: sn_icw.action_user or sn_icw.action_expert

Procedure

1. Navigate to Lists () in the Digital Factory Workspace.
2. Select the task that you want to be the origin of the new action.
3. Select the three-dot menu at the top corner and select Create follow-up action.
   A new form for the action opens with automatically populated fields for:

   • Short description
   • Description
   • Functional location
   • Origin
   • Opened by
   • Assigned to
   • Impact
   • Urgency
   • Priority
   • Due date
4. On the Action form, fill in or change the values for the fields.
   For a description of the field values, see Action form.
5. Select Save.

Result

The new action is displayed in the Related list of the origin task. Closing of related tasks isn’t a pre-requisite for closing of the origin task.