1. Creating an Action
Click the "Create Action" button to get started
Fill in Create Action form:
Title: Enter a brief overview of the action required
Status: Select current status, defaults to New
Assigned: Select the relevant assignee to action this task (Contact CIM Support to add additional users to your site)
Description: Enter detailed description of the task and required context for the assignee to resolve the action
Equipment: Select affected equipment (can select multiple)
Solution: Enter required and next steps for the assignee to perform (optional)
Priority: Select the relevant priority. Defaults to Maintenance
Benefit: Select the primary benefit from resolving the action
Create: Click Create button to add action ticket to your site
2. Editing an Action
To edit an Action, click to open an Action and click the Edit button. You can edit all displayed fields and then click the Update button to save changes:
3. Archive an Action
To archive an Action, click to open an Action and click the Edit button. Click the Archive button and confirm Yes to archive action.
To permanently delete an archived Action visit Actions > Manager > Click Advanced Filter > Select Archived > Open Action > Click Edit > Scroll Down click Delete
To Unarchive an Action follow the same steps above and click Unarchive button instead of Delete
Jump to:
Creating, Editing & Archiving Actions <- you are here