Actions In Zaptic

Actions within Zaptic 

Zaptic has been helping users raise issues quickly and easily such as Near Misses and Hazard reports. Using the Zaptic Actions feature, users can now create an assign tasks related to these reports. 

Assigning Actions against an Issue

A department manager can view the issue within the Zaptic report, and decide upon the follow up actions which should be taken.

To create an action, open the report and click on the “lightning bolt” icon within the comments box on the right-hand side.

This can be done both in the Zaptic portal and the Zaptic App.

The user decides on an assignee, a due date is and what type of action it will be.

There are 2 types of actions, Description based actions and Workflow type actions.

Description based actions - This is a free text action where the department manager could write “Order some chemical spray to clean surfaces correctly” 

In the example above the action is : 

Assigned to - Staav

Due Date - 29/10/2019

Description - This text should describe the action that needs to be taken to the assignee.

Once complete, click Create. You will see the action is created alongside the original report.

Workflow Actions - This is a pre-configured question or workflow which should be completed by the assignee. A typical safety example would be the assigning of Incident Investigation part B after the completion of Part A.

In the example above the action is : 

Assigned to - Staav

Due Date - 30/10/2019

Description - This text should give extra information to go alongside the workflow.

Workflow Toggle - ON

Select Workflow  - This allows the action creator to select which workflow should be completed as an action in this case.

Once complete, click Create. You will see the action is created alongside the original report. The completed workflow action will also be linked to the original report.

Viewing Actions

Once created, the actions can be accessed in multiple places:

1) The assignee will be notified of the action by email. This is automatic.

2) The assignee will see the action in the app symbolised by a lightning bolt symbol. 

3) The assignee or a procedure collaborator will see it in the portal alongside the original report.

Completing an Action

The assignee can complete an action from either the portal or the app when it is a description based action. On both platforms, they are required to type a mandatory explanation of the completed action. Once entered, press Done to submit the completed action.

It will then appear as completed against the report like this: 

Workflow type actions can only be completed from within the app.

Following the 3 simple steps below, an app user can View, Open and Complete a workflow action. 

A completed workflow action in the portal will appear like this with a link to open the action report too.

Deleting and Editing Actions

To edit an action a user must have either created the action or be a “collaborator” within that procedure. 

Currently, all fields can be edited. 

Press the pencil icon to edit an action:

To delete an action you must have either created the action or be a “collaborator” within that procedure. 

Press the bin icon to edit an action:

You will see a pop up to either confirm or cancel the deletion:

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