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.
Instructions
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Select Actions from left menu.
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Select Add New.
When completing the form, * denotes mandatory field
- Enter the Action Title.
- 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).
- Select the Location (you can either start to type the name of the Location or use the location symbol to view the list available).
- Select Standards (you can either start to type the name of the standard or use the tree symbol to search).
- Select any associated Processes (you can either type the name of the Process or use the tree symbol to search).
- Select any associated Departments (you can either type the name of the Department or use the tree symbol to search).
- Moving onto section 2.0, from the dropdown pick list, select the Priority.
- 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).
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Enter further details about the Action in the Description field.
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There is also the opportunity to add further information to the Action, such as photos and files.
- For further instructions on adding Photos/Videos/Files click here
- 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.