Step 1: Access the Actions Module
Locate the "Actions" module on the left hand side menu under Site Management. It should be a dedicated area for managing and tracking actions related to the project.
Step 2: Create a New Action
Click on the "New Action" button on the upper right section to initiate the action creation process.
Step 3: Fill in Action Details
A form or pop-up window should appear on the right side where you can enter the details of the new action. Start by giving the action a Title and Description to clearly indicate what the action is about.
Select the appropriate Type for the action from the drop-down menu.
Choose the Status or state of the action. "To do" indicates that this action needs to be completed.
Specify the Priority level for the action. You may have options such as "High, Medium or Low."
Enter the Due date for the action, indicating when it should be completed. Use the provided date picker to select the appropriate date.
Designate an Assignee for the action. This is the person or team responsible for completing the action. Choose the appropriate Admin, company or worker from the list of available options.
Select a Location for the action (optional). This is the location within the site or project where the action will be done or completed.
Step 4: Optional - Add a Picture
If relevant, you can include a picture that provides more context or visual information about the action. Use and click the "Attachments" box to upload the image/s.
Step 5: Create the Action
Double-check all the entered details to ensure accuracy. Once you are satisfied, click the "Save & finish" or "Save & add more" button to finalise the action creation process. You should receive a confirmation message indicating that the action has been successfully created.
Step 6: Send a Reminder (Optional)
If necessary, you can set up a reminder to prompt the assignee about the action's due date or any other important information. Select the action item you created on the list and click on the "Send Reminder" or "Reminder" button on the right side to configure and send the reminder.
If you have any questions or need further assistance, please contact a member of the BuildPass Support team by clicking the black chat icon on the bottom right-hand corner, send an email to [email protected] or by calling (03) 9917 4285.