Action Item Process

PERFORM ACTION ITEM

Below steps to be followed to complete a track action item(s) in the system:

  1. Recommend Action Item against all module activity : Add action item(s) against an HSSE Event, Site Inspection & Equipment Inspection etc. Assign the action item(s) to the responsible person who will conduct it.
  2. Perform Action Item(s) : The person to whom action item is assigned will conduct and complete it.
  3. Review Action Item(s) : Action item will be review by Site Incharge.

Note :

  • The fields marked with * are mandatory to be filled.

Image 1

  1. Login as the user to whom action item is assigned and go to My Action screen [Figure : 4.1.1]
  2. There are four section provided to view and take action against tasks which are mentioned below :
    • FOR YOUR ACTION : Display “HSSE Event", "Site Inspection", "Equipment Inspection” and action items which needs to be performed. Also display the tasks which are saved as draft are displayed here. User will update final information and submit it for further action. (Display by default)
    • FOR YOUR REVIEW : Display the tasks such as “HSSE Event", "Site Inspection", "Equipment Inspection” including action items which needs to be reviewed. The tasks will be displayed to reviewer for review where reviewer will take action against it.
    • FOR YOUR INFORMATION : Display all the tasks such as “HSSE Event", "Site Inspection", "Equipment Inspection” to creator/requester with their current status. User can view the task details by clicking subject in “Subject” column.
    • UPCOMING TASK(S): Display future tasks which are planned already.
  3. Click on a particular subject in subject column in “FOR YOUR ACTION” section to open the task in different tab.[Figure : 4.1.2]

Image 2

  1. To take action against a particular observation report select Action from drop down list as below :
    • In-Progress : If the concerned person is still working on the task then select status as In-Progress.
    • Revise Date : This option allow user to change End Date. If date is revised then the task will be reviewed by the person who assigned.
    • Complete (If Review L1 added) : Select complete if the task is completed. The task will reviewed by “Site Incharge”.
  2. Click Submit button to submit the task details as per the selected action.

Note :

  • Task responsible person can not edit the task contents.
  • The fields marked with * are mandatory to be filled.