Actions Guide

Actions are a resource that allows users to report problems or anomalies during the execution of a procedure or directly from the actions menu. These alerts can be assigned to a person or team to follow up on the problem resolution, contributing to a better workflow and an improved collaboration between teams.

To access the actions page, go to the main menu and select the "Actions" tab.

Entering the actions page, you will see the action table. Here, you can find information about which work orders the actions are linked to, who was assigned, when they were opened, their current state, the site they belong to, and much more. 

Then, you can open a specific task to see more information about it and collaborate with other coworkers within the task. To open an action, click on the action icon. 

A new window will appear on your screen and there you are going to be able to filter your work orders by:

• Status
  
• Catalogs
  
• Sites
• Elements
• Assigned to
  
• Created at
• Finish date
  
• Due date
  
• Labels
  
• Last update

To create a new action you can select the “Create action” option. 

A new window will appear. You can fill the fields with all the necessary information about the action. It is even possible to add files or photographic evidence of what you are reporting.

By clicking on "More details" you will see new fields where you can assign the action to a person or team, indicate on which site it occurs, add labels referring to the action, or even set a due date. 

Once you have entered all the necessary information just click on "Create action".

After this, your action will be created and appear in the actions table.

During Execution, in every question/instruction, there is an option for the user to create an action. Just click on the "Create action" icon. 

A new window will appear where you will find two options. 

Link your action with other related actions (actions on the same input or site/element). To do this, all you have to do is choose and click on the action you want to link your new one to.

Create a new action. To do this click on the "New action" button on the top right corner. 

A new window opens with several fields to fill in, where you can specify all the details about the action.

Note: This window has exactly the same fields as the one opened when creating an action directly in the actions table.

As said before, here you can describe the situation, add photographic evidence, assign people and teams, add labels, and set a due date.

Access the actions table and open the action that you are working on.

When you enter the actions page you will be able to see all the information associated with the action, edit that same information, collaborate with other workers through the actions chat, update the action status, and add a completion data to the action.

To change the status of an action, click on the "Status" button at the top right of the page.

Then just click on the status you want to change to.

Note: All your activity will be recorded in the actions log on the right- side of the page. 

Note: This date can be set to before the date you changed the status. This is useful for field executors who are solving actions during the week and choose a specific day to dedicate to office work.

In the top left-hand corner, you will find the action's main information. In addition to the action's ID, title, and description, you'll also find the work order with which the action is linked. You can even see in which task and precisely in which question this action was opened. 

Note: If you want to access the work order with which this action is linked, just click on the name of the work order.

Further down you can find other details related to the action, such as the assigned people, site/elements, associated labels, and the action due date. 

Note: To change these details, simply click on the fields you want to edit. 

On the right side, there is the action log, which shows changes and activities that have happened related to the action since it was created. You can also use it as a chat to communicate with other assigned users by adding comments and files on the action log chat.

When there is a large amount of information in the action log, it is possible to filter information by clicking on the "Filter" option.

Note: In case you want to reset all the active filters to see all the information again, just open the filter and click on "Default".

When you add images to your action, you can easily edit them directly within the platform with Glartek's image editor.

After clicking on the edit button, your image will be opened in the image editor where you can customize it. You have several customization options to choose from: 

• Adjust: Crop, Rotate, Flip Horizontally, and Flip Vertically
  
• Finetune: Brightness, Contrast, HSV, and Blur
• Annotate: Text, Images, Shapes, Pen, and Lines
• Watermark
• Resize

To add a new tab on actions, click on the "+ Add" button at the top of the table.

A new tab is created. To edit the name of the tab, click on the three-dot icon. 

You can then customize this new tab by choosing which information will be displayed and in which order. 

You can organize your actions table by showing, hiding, or rearranging the order of certain columns. To do this, click on the table three dots icon.

A side window will appear where you can select which columns you want to be shown in the table.

Using a drag-and-drop system, you can also change the position of the columns.

The actions table can be exported if required. Click on the table three-dot icon.

Choose one of the options and the download will start. 

If you have any questions please submit a ticket to request technical support.