You can add an action from a deviation or as a stand alone action. 

The way of doing it is the same.

From deviation

You can add an action from a deviation in any of the statuses:

  • registration
  • waiting for processing
  • processing
  • open

Select the "Add action button"

  • Write the title
  • Select responsible person
  • Add description
  • Set due date - this can be changed by the responsible person
  • Add notifications if you want

  • When the actions is created, a notification is sent to the responsible person.

Stand Alone action
  • Select actions tab and the folder where the action belongs
  • Click on the "+"
  • Fill in the "Action details"  like in the example above.