Actions

Actions are the primary business objects for Works Management in Conquest. They are created for work to be performed on an Asset. When Completed, they provide the works history for such Assets.

Actions are primarily created on Conquest Data Objects by using the Right-click Menu or Object Form Tasks:

• Requests

• Assets

• Actions (create a succeeding Action)

• Defects

Actions can also be generated from:

• A Logbook

• Standard Actions, which provide a template, on which common data is pre-entered, to help keep similar Actions consistent

• A Standard Defect

• A Cyclic Action

• A Repeatable Action

• CMTPC - Upload

• CSV files into the Import Manager

• Third party software using the Conquest API

Actions can be:

• Grouped together using Master Actions, to enable many Actions relating to one or more Assets, to be managed together

• Used to assist with forecasting future expenditure

Action Types

Conquest provides a number of different Action Types, which control the behaviour of Actions. The following table describes each Action Type and its behaviour:

Action Type	Behaviour
Unscheduled	This is the simplest form of Action and is intended to be used for reactive work
Scheduled	For use with Actions that have been generated as part of a planning process
Purchase	Can only be created on Proposed Assets and are for the purpose of recording and capitalising the value of the Asset. The Action Completion process changes the Asset’s status from Proposed to Existing
New Works	Represent Capital Works and can be applied to Existing or Proposed Assets. When the Asset is Proposed, Completing the Action changes the proposed Asset’s status to Existing
Disposal	Dispose of all or part of an existing Asset and record the financial information of its; sale, demolition or decommissioning
Log Book	Created based on the usage of an Asset, as recorded in a Log Book
Cyclic	Created based on a predefined frequency for an Asset Type
Repeatable	Created based on a predefined frequency for an Asset.
Planned	For work based on the forecast deterioration of an Asset in the Conquest RSM. Applies purely to Standard Actions for the RSM and is not available for Actions.
Master	To group other Actions, making them into Sub-Actions and managing them together

Purchase, New Works and Disposal Actions can only be applied to Valuation Assets because of their impact on financial value. See How To Manage Financial Data for more detail on Action Based Valuation processes.