Create an Action

The steps below guide you through how to create an Action in the BSI Connect platform.

Please note that the Action feature is a Premium feature, available only to customers on the Premium plan or higher.

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Instructions

1. Select Actions from left menu.

   

2. Select Add New.

   When completing the form, * denotes mandatory field

3. Enter the Action Title.
4. Select Assigned To (you can either start to type the name of the person you are assigning the Action to or use the person symbol to search). 
5. Select the Location (you can either start to type the name of the Location or use the location symbol to view the list available).
6. Select Standards (you can either start to type the name of the standard or use the tree symbol to search).
7. Select any associated Processes (you can either type the name of the Process or use the tree symbol to search).
8. Select any associated Departments (you can either type the name of the Department or use the tree symbol to search).

9. Moving onto section 2.0, from the dropdown pick list, select the Priority.
10. Select the Due Date (you can either type the date/time or use the calendar symbol to select the date.  If using the calendar, select Set to apply).

11. Enter further details about the Action in the Description field.

    

12. There is also the opportunity to add further information to the Action, such as photos and files.

    

13. For further instructions on adding Photos/Videos/Files click here
14. You may at this point want to Create the Action.  It is recommended that the Action will remain in an Open status until the Evidence of Completion has been added.