Set up Standard Actions as follows:
•Click on Knowledge Base in the Navigation Window
•In the Asset Type Explorer, select the desired Asset Type
•Select the New > Standard Action Task, which will create a Standard Action to be completed
•Select the type of Action from the Action Type drop down list. Some of these support special Activities to be entered accordingly:
•Log Book Actions
•For Asset Types such as Vehicles and Pumps, which require regular maintenance based on Readings of their usage. See Standard Actions for more details
•Cyclic Actions
•Valuation Actions
•Select an Action Category to provide user defined attributes
•Put or select values into other relevant fields as desired. See Standard Actions for details
Things to be aware of:
A comprehensive and well used set of Standard Actions reduces repetitive data entry, when you create Actions, and gives consistency in the resulting Action data.
Most organisations have standard work activities defined for their accounting system, which are usually a good place to start on the creation of Standard Actions; where Activity or Job Numbers already familiar to Users, can be recorded.
Resources, which will be allocated to Action Tasks need to be configured before creating the Standard Actions to use them. See Action Form Tasks and Resources for details.