Skip to the content
Conform User Guide

Live actions and Actions History

Live actions

Actions → Live actions lists every action still being worked, overdue first, with the upcoming Actions dates at the top.

The Actions register on Everyone's: the actions calendar, the status filter and search, and each action with the finding and unit it came from.
Live actions.
  • Mine / Everyone's - Mine is the default. Everyone's needs permission to see all actions.

  • Status filter - Overdue, Open, In progress, Awaiting verification.

  • Search.

  • Each row says where it came from, with teal links to its finding and unit.

You work actions right here in the list: start, done, hand on, notes.

Actions History

Actions → History lists actions that are done or cancelled, most recently finished first. More load as you scroll.

Elsewhere

Actions also appear on their finding's page, on the unit screen, on the Calendar and on the Findings Dashboard.

Conform User Guide