Creating an Action in an Incident Report | Scribe

Creating an Action in an Incident Report

  • Maddie Kidd |
  • 12 steps |
  • 60 seconds
  • Safe365Safe365
1
Navigate to [https://be.safe365.co.nz/](https://be.safe365.co.nz/)
2
Click "Performance Dashboard"
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Click "Incidents"
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Click the Incident you want to open
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Scroll down and Click "Add Action"
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Click the "Title" field and give your Action a Title
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Assign this Action to an User
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Tip! You can use the different fields in the Action to add additional information about the action by clicking the images across the bottom. These can include deadlines, notes, recurring and many more. \ \ The next steps will walk through some of the optional tags to include in your Action.
8
Click the Action Deadline icon
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Click the "Action Deadline (DD/MM/YYYY HH:mm)" field.
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Tip! You can also connect the Action to a Checklist. Here, the person assigned to the Action will need to complete the Checklist you've chosen as part of their action.
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Click the Checklist Icon
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Click which Checklist you'd like the User to complete for this Action
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Click "Add Action"
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Now the assigned User will receive an email from Safe365 outlining the Action you've just created.