Intro: Why use PEAK Actions?
Engineering teams often juggle MBCx issues across spreadsheets, emails, screenshots, shared folders and PDF reports. PEAK Actions consolidates everything into one streamlined workflow:
Log once: Record performance issues (including ECMs) without duplication.
Own & collaborate: Assign, follow up, and comment in one place with clear accountability.
Link live data: Attach chart trends and AFDD alerts directly to each action and keep a single source of truth.
Keep evidence together: Upload M&V files, screenshots and rebate forms once and remain linked.
Track and report: Filter progress on demand or export a snapshot for custom reporting.
This guide walks engineering teams through the switch from their current workflow to PEAK Actions.
Sections:
1. Investigation and Action Creation
From validation to action in a few clicks.
Create an Action from Charts
Investigate issues
Open Charts and analyze live trends.
Click “+ Create Action”
The trend is automatically bookmarked and linked.
Equipment is auto-linked, select additional if required.
Complete the form
Title and description. For example, “[ECM-1] AHU Time Schedule Review”.
Optional: solution, priority, impact, initial cost-savings estimate.
Create Action from Charts
Enter form details into Action
Link Multiple Alerts to a single Action
Review Alerts
In Alerts, filter by priority, impact and equipment type.
Create Action
Click Action, assign to yourself, then View Action.
Link additional Alerts
In the action ticket, scroll to Linked Alerts, click the edit icon, search and add related alerts.
Link multiple alerts to an action
2. Assigning and Collaborating
Replace email threads with comments and ownership.
Assign the action
To Internal engineers or role-restricted FM/ contractor site teams.
Use comments, not emails
Tag colleagues and external stakeholders with @mention to trigger email notifications.
Log updates, questions and clarifications in the comments thread.
Update status as work progresses
New (approval) -> In Progress (approved) -> Closed (implemented).
On Hold or Not Doing when appropriate.
Tip: See Adding Users Guide on how to add client and contractor users to a site to assign actions.
Collaborating on actions with @mention
3. Document Savings
Keep every proof point attached to the action.
Open Actions > Manager
Locate all ECM measures by searching by title.
Use ECM codes in your action titles for quick search. For example, “[ECM-1] AHU Supply Temp Reset”.
Upload Attachments
Excel M&V files, BMS screenshots, before/ after data analysis, utility rebate forms.
Enter savings
In the ticket, click Edit and record the cost-savings figure.
Filter tickets with savings via More Filters > View Savings > Cost.
Share a direct link
Hover over the site name and click the link to copy the action URL
Upload attachments to actions and share links
4. Tracking Progress
Use Actions Manager table and Reports Dashboard to track progress.
Open Actions > Manager.
Filter by status, assignee, site, impact, priority, equipment type or savings.
Share
Copy the page URL for a live view.
Screenshot the filtered table (and include the URL) for PDF reports.
Search and filter for issues using Actions Manager table
5. Reporting
Compare action KPIs by site, assignee or vendor. Export all actions for custom reporting
Open Reports.
Select one or more sites and a date range (default: last 90 days).
Analyse KPIs by total alerts in fault, resolved actions, time to resolve, open actions, average time open, completion rate.
Slice instantly by region, site, assignee or vendor.
Export actions
Click Export to download all resolved and open tickets as CSV for custom stakeholder reports.
Live Actions Reports dashboard and export for custom reporting