Action Management

Use Industrial Action Management to manage all ad-hoc tasks that don't fit into any of the standard processes. Document activities like following up on a safety incident or updating an Industrial Guided Task (IGT) standard in response to equipment behavior changes.

Action Management overview

Actions are temporary tasks meant for short-term, specific tasks, such as inspection. Creating a new action enables specifying an activity to be performed. This activity can be related to a specific piece of equipment or a functional location within the organizational hierarchy. They can also be created directly from a deviation or as a follow-up task from an industrial guided task.

Use case example

The following is an example of an ad-hoc equipment inspection and follow-up.

A line manager notices unusual vibrations in a packaging machine during a routine walk through. To address the issue quickly without disrupting scheduled tasks, they use Action Management in the Digital Factory Workspace:

1. Create a new action to document the inspection task, linking it to the affected equipment and functional location.
2. Assign the task to a qualified technician based on skill-based task management rules.
3. Set priority and urgency using the built-in matrix to reflect the potential safety impact.
4. Track progress as the technician performs the inspection and adds notes or attachments.
5. Trigger a deviation or update a standard if the inspection reveals a recurring issue or gap in existing procedures.

This use of Action Management enables fast, flexible response to emerging issues, supports traceability, and helps maintain equipment reliability between scheduled tasks.

• Create an action
  Create an action in the Digital Factory Workspace.
• Create an action from another task
  Create an action from another task in the Digital Factory Workspace.
• Create a follow-up action
  Create a follow-up action from a task in the Digital Factory Workspace.
• Priority matrix for actions
  Use the priority matrix to see how priority is calculated based on impact and urgency.

Parent Topic:Industrial Workflows