Actions represent any item of work or task. Conquest enforces the rule that Actions must be assigned to Assets before they can be completed.
Actions can be created from:
•An Asset selected in the Asset Explorer or in a list of Assets, also from the Asset form
•A Request
•A Defect
•An Action (Succeeding Action)
•A Cyclic Action or Logbook
•Conquest Mobile, Tablet PC Edition by Upload
•CSV files into the Conquest Bulk Data Import processes
Actions can be:
•Imported and Updated in bulk using CSV files
•Based on Standard Actions, which provide a template, on which common data is pre-entered, and helps to keep similar Actions consistent
•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 |
|
Logbook |
Created based on the usage of an Asset, which has been 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 |
|
Master |
To group other Actions, making them into Sub-Actions, to be managed together |
Purchase, New Works and Disposal Actions can only be processed on Valuation Assets because of their impact on financial value. See How To Manage Financial Data for more detail on Action Based Valuation processes.