Manage an action

Once the action exists, its settings determine when it expires and who gets told about it. See Prevention and protection actions for what an action is.

The action is in the office menu, under Actions, in the submenu of its type.

You can work from two places: the Details tab at the bottom of the list, or the action card, opened by double-clicking the row or clicking the link icon.

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

Set validity and notice

1. Open Details.
2. Set Validity — the interval between one certificate and its renewal. It is what determines the next expiry date.
3. Set Expiring — how many days before the expiry date the action starts being reported as expiring. See Statuses for what each status means.
4. Save.

Assign the roles

Three roles can be assigned to an action: Manager, Assignee and Observer.

1. In Details, click the + button next to the role.
2. Choose among people, office users, or roles defined in the safety organisation chart. You can assign several subjects, from different categories, to the same role.
3. Save.

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

The roles assigned here are inherited by every session planned afterwards for this action. You can override them on a single session without affecting the others.

Caution

Only subjects that correspond to project users receive notifications. A person registered in the project but without an account will hold the role without being notified.

Tip

To assign the same roles automatically to every new action in the project, set them once in Set default roles.