Create an Action

Do this, when the remedial work to rectify a Defect is available from a Standard Action in your Inspection Program.

•      Click in the empty Action field, for a list of the Standard Actions, pre-configured in Conquest for this type of Asset

•      Click one, which will show its defined Field Labels in the Attribute column, ready for you to enter or select values

•      Tick the checkbox on the left of the Action Description to link it to the Defect, which you must do, if the following Mobile Options are ticked in Conquest:

•      Enter Inspection Notes, if needed

•      If necessary, relate the Action to a Request. See Relate to a Request for details

•      To Complete the Action tick the ‘Complete’ checkbox, which will open the Complete Action Form for you to enter details:

•      Select the Completion Date

•      Completed By comes from the CMTPC Settings and need not be changed

•      Enter the Actual Cost of the work

•      Enter the Actual Quantity

•      Enter Completion Notes, if any

•      Click ‘Complete’

•      Click Save