The Actions extension makes use of dynamic forms to setup pre-task and post-task checklists, electronic forms (such as OH&S and risk assessment forms), links and reports to complete. Checklists can be displayed on your reports with just a simple template change, while electronic forms can be sent in a dispatch to the client or via the App by your technicians.
This will help structure your workflows when visiting properties with site-specific requirements, reduce paperwork onsite and keep all your documents in one place.
Adding actions to your task
You have a few options when adding Actions to your tasks:
1. They can be be configured to apply to all tasks, so certain tasks based on conditions you set.
2. Manually adding to tasks. To add an action to any task manually, simply go to the Work tab of a task and click Load Action Template and select the Action you want to add to this task. Below is an example of a Take-5 form action added on a task.
Removing actions from a specific task (Desk only)
If there is a circumstance where a particular required action is not applicable to a specific task, you can delete the action group on the specific task so the Dispatch can still be performed.
From a task click the Work tab.
On the upper right hand corner of the Action group, click on the pencil icon, then Delete > Confirm.
How actions appear in the app
Pre-task Action | Post-task Action Appears in the Finalise tab of the task - if set as required, the task cannot be marked as performed or any other status unless the Action is completed first. |
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