Raising a new Action

When to use the manual form

The manual form is the simplest way to raise an Action when you already know what needs capturing. It's the right flow for:

• A one-off snag or defect you've just spotted on a walk-around
• An RFI where you need a written answer from the design team
• A client query that came in over the phone and you want to log
• A safety observation that needs tracking through to close-out

If you've got a site photo or a marked-up drawing with several issues on it, use bulk-creating from a photo or PDF instead — it's much quicker for raising many Actions in a single pass.

Opening the form

1. 1

   From the Actions list, click the New Action button in the top-right.

2. 2

   Choose Create New Action from the dropdown.

3. 3

   The form opens as a dialog over the list.

Filling in the form

The form asks for a mix of required and optional information:

• Title (required) — a short summary of the Action, so people can scan the list and know what it's about
• Description (required) — the full details of what needs to happen
• Priority (required) — Low, Medium, High, or Critical
• Type (required) — pick from the types your company has set up (Snag, RFI, Defect, and so on)
• Project — required when you're raising from the company-wide list, but pre-filled and locked when you're inside a project already
• Due Date — an optional deadline
• Assignees — the employees who should work on it
• Watchers — anyone else who should be kept informed of changes
• Notes — any extra context you want on the record

Click Create to save the Action. It appears in the list straight away with a status of Open.

Capturing several Actions in a row

If you're coming out of a site meeting or finishing a walk-around with a list of things to raise, the Continue Adding checkbox at the bottom of the form saves you clicking through the same flow over and over.

1. 1

   Tick Continue Adding before you click Create on the first Action.

2. 2

   When you click Create, the Action saves and the form clears itself — but the dialog stays open.

3. 3

   Fill in the next Action and click Create again.

4. 4

   Untick Continue Adding before you click Create on the last one. The dialog closes as normal.

This is the fastest way to capture a batch of related Actions without losing your rhythm.

Project pre-fill

When you open the form from inside a project, the Project field is pre-filled and locked to that project. You can't accidentally raise an Action on the wrong job, and you save a step on the form.

When you open the form from the company-wide Actions list, the Project field starts empty and you have to pick one before you can save.

What happens after you save

Once the Action is saved:

• It appears in the Actions list straight away with status Open
• Anyone else viewing the list sees it appear without needing to refresh
• Watchers you added start receiving notifications when the Action changes
• You can open it to add attachments, comments, or link it to other records

Real-world examples

• After a client walk-around — tick Continue Adding and work through each snag the client pointed out, one per save, until you've captured the whole list
• Morning RFI — raise a single Action for a design question, assign it to the project QS, and add the contract administrator as a watcher
• Safety observation — raise a Critical Action with a short description, assign it to the site manager, and set a due date for the same day

Next steps

• Bulk-creating from a photo or PDF — for turning a marked-up snagging photo into many Actions at once.
• Team and watchers — for managing who's assigned and who's notified.
• Types and priorities — for the type and priority options you pick from on the form.