Create an action

An action defines a safety obligation and its validity over time — see Prevention and protection actions. The procedure is the same for all five types; only the name of the menu changes, as listed in Terminology by action type.

1. Open the office and go to Actions, then the menu of the type you need.
2. Select the definition level (Courses, Prescriptions, Plans, PPE equipment, Procedures).
3. Click New and choose how to create it:
   • New — configure it from scratch;
   • Copy from — duplicate an existing one and adjust it.
4. Fill in the required fields. The mandatory ones are marked with a red asterisk.
5. Click Save.

The new row appears in the list with all indicators at zero. If you do not see it, click Refresh in the toolbar.

Shown here on a training course: the steps are the same for every action type.

Tip

To load many actions at once, use Import in the toolbar and upload a .csv file instead of creating them one by one — see Import a list from CSV.

Next: Manage an action to set its validity and the people responsible for it.