Action form

The following table describes the field values for the Action form.

Tableau 1. Action form

Field	Description
Short description	Brief description of the action.
Description	Description of the action and its purpose.
Functional location	Industrial facility work area where the action is completed. The location is defined using the ISA-95 standard. This field is automatically set based on the logged-in user's worker profile.
Equipment	Machine to which the action relates. This field is automatically set if equipment is specified in the standard.
Origin	Task from which the action originates.
Opened by	User opening the action. This field is automatically set by the system and can’t be modified.
Assignment group	Team or department responsible for completing the task.
Assigned to	User that the action should be assigned to.
Additional assignee list	List of users to be notified or contributing to the task, but not as the primary assignee. Available options vary depending on the selected functional location or assignment group.
Impact	Measure of effect the action has on an industrial process. Options are: 1 - Safety 2 - Quality 3 - Reliability 4 - Operations 5 - Other
Urgency	Measure of how long the action can be delayed until there's a significant impact on an industrial process. Options are: 1 - Critical 2 - Important 3 - Routine 4 - Not urgent
Priority	Priority of the action. This field is automatically set based on impact and urgency. Options are: 1 - Direct 2 - This shift 3 - Today 4 - Within 7 days 5 - Within 30 days For more details, see Priority matrix for actions.
Due date	Date by which the task should be executed. If you don't set the due date, it is calculated based on priority when you save the form. For more details, see Due date calculation.
Escalate to	User that the action should be escalated to.