Setup

1. Once the extension is enabled by us and permissions applied, go to Control Panel > Actions > Create Template.

Name	Call your Action Template something i.e. Flow Test checklist or JSA Form.
Order	This is what order this action must be done. Set to zero or a negative number and it will serve as a pre-start action (should be done before the task is started), add a positive number as a post-completion action (should be done before the task is finalised and sent in the field or office). *Note: In the app, post-task actions will appear in the Finalise** tab.*

2. Click Save Group.

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3. Once you click Save, more rows will appear. Each row represents a checklist item that your technicians need to tick off.

Each row has the following to fill out:

Order	The order in which the action will appear, with 0 being the top of the list.
Question	The question you are asking. i.e. Have you filled out this form? Have you done this/that?
Type	The type of action to be performed: Checkbox: Just a checkbox for your techs to tick i.e. Have you done this? Form: If you're attaching an electronic form to fill out i.e. a JSA or OH&S Note: To use the Form* option, you need to first have a form built in your system. Go to the bottom of this article for more information.* URL: A url link for your techs to go to. i.e. a page in Uptick or somewhere you want them to go to explain something (Uptick Knowledge Base). Report type: Provides a link to generate a report of that type for the task. Useful for when users in the field need to generate a report of a certain type but don't have the means or permissions to do so otherwise.
Field or Office	This allows you to specify whether this action is to be done in the field or in the office. Field staff can only see Field actions while Office can see both.
Required	If this box is ticked, is a field action and is a pre-start action, the system will stop technicians from touching their task items until it's completed. If this box is ticked, is a field action and is a post-completion action, the system will stop technicians from setting the task into any performed statuses (performed, officereview or completed) and stop them from dispatching from the field. until it's completed. If this box is ticked and is an office or field action, the system will stop the office from setting the task into the complete status, dispatching or archiving the task until it's completed.
*Form type actions only* Once Daily Daily per technician	The default setting is Once, which means the Action only needs to be completed once for the current Task. Setting cannot be changed to Daily/Daily per technician unless the Action is a form. Daily/Daily per technician is for tasks that span more than one day, and will need to completed again for each new day.

4. Save Group.

September 2020 - Website Release

May 2019 - Uptick Field Release “Brasilia”

What is the difference between a desk and field license? What if I am both?

Actions

Additional modules to help your business grow