Actions

Create, manage, and import actions to apply to work orders. Actions are specific tasks or steps that technicians select when closing the work order, such as Cleaned, Mechanical repair, or Inspection.

Navigate to Admin > Actions.

View actions

The smart table displays the following:

• Name: Click it to view the action's details.

• Description

• Scope: Specifies whether the action applies to refrigerant management (ERM), asset management (EAM), or both.

Create action

1. On the Actions tab, click New action.

2. Complete the following:

   • Name: Enter a descriptive name. This is what technicians see when selecting an action for a work order.

   • Description

   • Status: Select whether the action is active or inactive.

   • Scope: Select whether the action applies to refrigerant management (ERM), asset management (EAM), or both.

   • Limit resolution type: Select whether the action applies to PPM only, non-PPM only, or all resolution types.

   • Job complete bypass options: Select one or more conditions that override mandatory requirements when closing a work order:

     • Specifying an asset: Allows work order completion without selecting an asset.

     • Specifying an asset's condition: Allows work order completion without providing the asset’s condition.

     • Answering required WO script: Allows work order completion without answering mandatory questions.

3. Click Save.

Import

Add and edit actions and category associations in a bulk using the Import functionality. Before importing the actions, download and complete the template.

Download and complete template

1. On the Actions page, click Import data.

2. In File type, select Tab delimited, CSV, or Excel.

3. In Import data, select one:

   • Action: Import new actions or update existing ones.

   • Category association: Link actions to specific work order categories, subcategories and problem types.

4. Click Download template.

   The file downloads to your browser downloads folder.

5. Open the file and complete all required columns.

Upload template

After you complete the template, upload it to the system.

1. On the Actions page, click Import data.

2. In File type, select the format you used in the template.

3. Click Choose file and select the completed template from your device.

4. Click Open.

5. Click Import.

The system validates the data during upload and allows you to review a section of the data for accuracy:

• If all data is valid, the assets are uploaded for final verification.

• If errors are found, a message highlights the problematic rows, preventing the upload.

  Since partial uploads are not allowed, correct any errors and re-upload the file.