Actions are tasks assigned to individuals. They help manage workflow and are an easy way to track progress and maintain a complete digital history of performed tasks for your building.
Access the Actions page from the sidebar by clicking on the Actions icon.
Inbox: Actions requiring focus. All New Actions begin in Inbox before moving to Previous following approval by the building operator.
Action name: Brief description of the Action prefixed with an icon of the primary benefit from resolving the Action (⚡ Energy, 🙂 Occupant, ⚙️ System).
Status: Current status of the Action (New, In Progress, On Hold, Not Doing or Closed).
Assigned: Name of the person assigned to resolve the Action (limit one person per Action).
Approve: Pre-populates an email of the Action to send to the assignee. Once the email is sent, the Action status moves to be In Progress. Learn more about approving Actions.
Previous: Actions move to Previous once they are approved or can be moved by tapping Previous.
View Individual Actions
View details and complete digital history of an Action by clicking on a ticket to expand:
Equipment: Individual equipment related to the Action (can include multiple equipment). Records full digital history of a building’s equipment across Action tasks, faults, trend data and comments.
Description: Detailed description of the task and required context for the assignee to resolve the Action.
Solution: Clear action required and next steps for the assignee to perform.
Attachments: Add screenshots, photos and other attachments. You can upload multiple attachments. Supports all major media types (screenshot, PDF, excel, photos).
Improve: Primary benefit from resolving the Action: (⚡Energy, 🙂Occupant, ⚙️System, Other).
Priority: Attention required for this Action: Maintenance, Urgent or Quote.
Approve: Pre-populates an email of the Action to send to the assignee. Once sent, the Action moves to be In Progress.
On Hold: Transitions the status of the Action to On Hold. Actions that are On Hold will be displayed below those In Progress. Approving tickets that are On Hold will move to In Progress.
Not Doing: Transitions the status of the Action to Not Doing. Actions that are Not Doing will be displayed below Closed tickets. Approving tickets that are Not Doing will transition them to be In Progress.
Resolved: Transitions the status of the Action to Closed. Only In Progress tickets can be resolved to Closed.
Edit: Reassign the Action to a different contact. Change the Status and Priority. Edit the Description and Solution. Learn more about creating and editing Actions.
Forward: Forward the Action via email to anyone.
Linked Alerts: Linked alert ticket from PEAK Alerts. Includes current status of alert (Fault or Recovered) and shortcut trend history link to PEAK Charts (View Chart). An Action can be linked to many Alerts