Create an action from another task

Create an action from another task in the Digital Factory Workspace.

Before you begin

You can create an 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 parent of the new action.
3. Select the three-dot menu at the top corner and select Create action.
   A new form for the action opens with automatically populated fields for:

   • Short description
   • Description
   • Functional location
   • Equipment
   • Opened by
   • Assignment group
   • Assigned to
   • Impact
   • Urgency
   • Priority
   • Due date
   • Parent (not available on the form)
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 Tasks list of the parent task. The parent task cannot be closed until all child tasks in the Tasks list are closed.