Create a follow-up action

Create a follow-up action for a task with the Industrial Connected Workforce Mobile Experience.

Before you begin

Role required: sn_icw.action_user or sn_icw.action_expert

About this task

The following procedure describes creating a follow-up action from an existing action, deviation, breakdown, or root cause analysis. To create a follow-up action from a guided task, open the task that you need and navigate to Related > Follow-up actions > Create follow-up action and fill in the fields on the record form.

Procedure

1. Navigate to the Tasks tab.
2. Select the task for which you want to create a follow-up action.
3. Select the three-dot menu in the top corner and select Create follow-up action.
   The short description gets copied with the prefix [Follow up].
   A new form for the action opens with the automatically populated fields.
4. Optional: Change the values for the fields.
   For a description of the field values, see Action form.
5. Select Next twice to go through the entire form.
6. Select Submit.

Result

The new follow-up action is created and displayed in the Follow-up actions related list of the origin task. Follow-up actions can also be created from this list. Closing of follow-up tasks isn’t a prerequisite for closing of the origin task.