HOW TO UPDATE ACTION

1 Open Action

2 Completing action
3 Deleting action
4 Saving and closing the action

By scrolling down, we see 3 tabs which hold more information about the action :

Assessment

Assessment information can only be updated by Opening Assessment

*Assessments with the status “Validated” cannot be modified. For more information view Assessment Validated section.

Action Details

Make sure the action details tab is selected

1. Floor information is obtained from Assessment and is read only for all roles.
2. Action Start Date can be modified by pressing the calendar icon.
3. Location within Premises information is obtained from Assessment and is read only for all roles
4. Year(s) of SFD information is obtained from the Assessment and is read only. This is derived from two values that are in the Assessment i.e. the year of the Original Assessment Date, and the year of the current Assessment. (For Example, Orignal Date is 2010 and Current Date is 2014, so this value would be Year(s) of Defect, 2010 to 2014 = 4. This is read only for all roles
5. Trend information is obtained from the Assessment and is read only. This can only be updated by the Fire Safety Officers who can edit this on their permission level
6. Trend amount. This is only updated by the Fire Safety Officers who can edit this on their permission level
7. Date passed from FST is the date the Action was created. Actions are created as soon as the Assessment is Validated. This is the date the Assessment is Validated and is read only for all roles.
8. Original Assessment Date information is obtained from the Assessment and is read only. The Original Assessment Date is the Assessment date of the first Assessment for the Property that the Significant Finding/Defect was identified.
9. Original target Date (initial Assessment) is the suggested due start date for this action as provided in the first Assessment and is read only. Initial Target Date = Initial Assessment Date + Priority Duration;
10. Last Assessment Date is the date of the last Assessment for the Property and is read only;
11. Original target Date (last Assessment) is the suggested due start date as modified on the last Assessment for the property and is read only. Latest Target Date = Latest Assessment Date + Priority Duration
12. Team information is obtained from the Assessment and is read only. This is only updated by the Fire Safety Officers who can edit this on their permission level;
13. Priority Grade information is obtained from the Assessment and is read only. This is only updated by the Fire Safety Officers who can edit this on their permission level
14. SF/D indicates significant findings and defects.
15. Team Responsible Person which is obtained from the Assessment is read only. This information is obtained from the Team assigned to Actions. Each Team has a Team Leader that is responsible for all Actions assigned to the Team. This is only updated by the Fire Safety Officers who can edit this on their permission level;
16. Estimated Start Date is the estimated start date for implementation of the Action. This date is used for Notification.
17. Estimated Completion Date is the due completion date for the Action. This date is used for Notification and for creating the Monthly Variation reports;
18. Estimated Cost (£) information is obtained from Assessment and is read only;
19. Action Completed By displays the person who completed the action.
20. Action Completion Date displays the date when the action was completed.

Comments

1. Click on the Comments Tab.
2. Enter the text.
3. Click on Add – A comment should appear in the list.
4. Press the Edit label to edit the comment
5. Press the red cross to delete* the comment.

*Delete function is dependant on permission level.