What Are Actions?
Actions are tasks, instructions, or steps assigned to a work order. They guide maintenance staff through the required activities, ensuring consistency and quality. Actions can include inspections, repairs, replacements, tests, documentation, and more.
Types of Actions
- Maintenance Actions: Inspection, repair, replacement, lubrication, calibration, cleaning.
- Support Actions: Setup, safety checks, documentation, area preparation, shutdown/startup.
- Quality Actions: Testing, measurement, approval, compliance verification.
- Custom Actions: User-defined steps tailored to specific assets, sites, or business needs.
How to Set Up Actions on a Work Order
- Open the Work Order or Work Order Plan.
- Go to the Actions section.
- Add a new action:
- Enter action code and description.
- Select action type and category.
- Set sequence/order if multiple actions are required.
- Add detailed instructions and completion criteria.
- Assign required resources (personnel, tools, materials).
- Set estimated duration and priority.
- Define dependencies (actions that must be completed first).
- Save the work order.
Action Configuration Details
- Action Code: Unique identifier for the action.
- Description: Clear explanation of the task.
- Type/Category: Maintenance, support, quality, or custom.
- Sequence: Order of execution within the work order.
- Instructions: Step-by-step guidance for execution.
- Resources: Required personnel, skills, tools, equipment, and materials.
- Duration: Estimated time for completion.
- Priority: Importance level within the work order.
- Dependencies: Prerequisites or sequence requirements.
Advanced Action Features
- Templates: Use standard action templates for common tasks.
- Customization: Tailor actions for specific assets, conditions, or sites.
- Quality and Safety Integration: Add checkpoints, safety instructions, and compliance requirements.
- Mobile Support: Access actions and instructions on mobile devices, capture progress, and update status in the field.
- Reporting: Track action completion, resource usage, and quality outcomes.
- Continuous Improvement: Analyze action performance, update procedures, and share best practices.
Actions are the foundation for effective work order execution in Dynaway EAM. Proper setup and management of actions ensure maintenance is performed safely, efficiently, and in compliance with standards.