Action Tracking Workflow

The Action Tracking workflow captures and documents actions. This process begins with creating an action and ends when the action is assigned and closed. Actions may originate from various sources, such as workflows for anomaly tracking, equipment health, and failure elimination, or from users observing conditions during operator rounds.

To monitor the efficiency and effectiveness of this process, create a record for each instance of the Action Tracking process and track it to closure.

When you select a cell within the Heat Map you will be directed to a detailed query view. This view corresponds to the count of recommendations within the selected cell, filtered by the specified overdue age range and priority category. Additionally, selecting a hyperlink in the Recommendation ID column navigates you to either a custom or default datasheet of the recommendation, contingent on the action or recommendation type.

The Actions per Type for the Last Year widget provide you with insights into the distribution of recommendations over the past year. It features a bar chart that illustrates the count of recommendations created during this period, categorized by action type and state. Each bar in the chart is segmented to reflect various states of recommendations, such as Accepted, Approved, Completed, In Progress, Pending, Pending Approval, Proposed, and State Undefined for NULL states.

This widget provides you with a comprehensive overview of the status and categorization of recommendations, enhancing your understanding and decision-making process.

This widget allows you to interact with the data visually and analytically. By selecting a segment or stack within the bar chart, you can view a detailed query of individual action records that match the count, action type, and state you specified. Additionally, by clicking on the hyperlinks in the Recommendation ID column, you can access a custom or default datasheet of the recommendation, tailored to the specific type of action or recommendation.

The Action Tracking Main widget is designed to help you monitor actions and recommendations related to specific users and assets. This widget displays a list of actions and recommendations that have been created by, reviewed by, or assigned to a particular user. Additionally, it focuses on actions linked to a specific asset within a defined time period, all of which are configurable through the Dashboard filter.

This widget provides you with detailed insights into each action or recommendation, thereby enhancing your ability to track and manage these elements effectively.

By selecting the hyperlinks in the Action Type column, you can access either a custom or default datasheet of the recommendation, depending on the action or recommendation type.

The Actions Completed by Quarter widget is designed to offer insights into the volume of actions and recommendations completed over the past year. This widget presents the data in a structured format, displaying the count of completed actions and recommendations, categorized by action type and quarter.

The widget's interactive features allow you to explore the data in detail. By selecting a count value in the Count column, you can view a detailed query of individual action records that correspond to the selected count. Additionally, selecting a hyperlink in the Recommendation ID column provides access to either a custom or default datasheet of the recommendation, based on the specific type of action or recommendation.

The Overdue Actions widget helps you monitor actions and recommendations that have exceeded their target completion dates. This widget displays the count of overdue actions and recommendations, which are associated with a specific asset and time period, as determined by the Dashboard filter settings. The count is further categorized by the state of the action or recommendation, including Accepted, Approved, Completed, In Progress, Pending, Pending Approval, Proposed, and State Undefined for NULL states.

You can select any count value in the Totals column to view a detailed query of individual action records. These records correspond to the selected count and are created within the specified time range and linked to the specified asset.

Additionally, clicking on a hyperlink in the Action Type column allows you to access either a custom or default datasheet of the recommendation, tailored to the specific type of action or recommendation.

This Usage Over Time widget is designed to provide a comprehensive view of the quarterly trends in the creation of actions and recommendations over the past year. This widget visually represents the data in a graph format, segmented by quarter, allowing you to easily identify patterns and trends.

You can select any data point on the graph to access a detailed query of the actions or recommendations associated with that quarter. This interaction provides further insights into the specifics of each entry. Additionally, clicking on a hyperlink in the Recommendation ID column directs you to either a custom or default datasheet of the recommendation, depending on the action or recommendation type.

This enhances your understanding of the recommendations and supports effective decision-making and analysis.