Action form

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • 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.