What this guide covers
Actions helps you manage safety actions in Forwood One. The page has three main areas you can use to orient yourself:
Top: Scope filters (company, location, user), KPI cards such as Total actions, Open actions, Completed actions, and Overdue actions, and charts (creations over time, distribution by company).
Middle: Critical and urgent actions, a short list for quick follow-up.
Lower: All actions, where you use search, the Filters panel, and Table, Card, or Map view.
You can open each action in the action details side panel on the right to change people and dates, run the status path your action template allows, and read comments and the audit trail.
1. Overview and purpose
Actions tracks remediation work tied to action templates, including a review path when the template requires it. Actions are often raised from form responses, inspections, or events. Your organisation may also create actions in other ways when your configuration allows it.
Who should use this
Action owners: progress work, Complete or Send for review, Resubmit after rejection, attach files, comment.
Reviewers: Approve or Reject when the template requires it.
Supervisors and safety managers: read KPIs and charts, set scope, use filters, focus overdue or critical items.
Field operators: see assigned work and update status when your role allows.
What you can do here
You can use KPI cards and charts, then refine the All actions list.
You can switch between Table, Card, and Map view.
You can open the action details side panel to edit type, priority, due date, owner, reviewer, and the status actions your template exposes.
You can read the audit trail and comments, and attach files where your permissions allow.
2. Getting started
Use Actions from the main navigation. The steps below assume you are already on the Actions dashboard.
Open the main menu and select Actions.
Wait for KPI cards and charts to load. If totals and the list look inconsistent, adjust scope filters at the top (Company, Location, User) first, because they apply to KPIs, charts, and the list together.
In the All actions area, use Filters to narrow the list.
Optionally select a KPI card (for example Overdue actions) to align the list with that lens.
Permissions
You need access on the Actions feature set.
Row visibility follows your role scope, which your administrator sets (for example your own actions, your organisation, or a wider set).
3. Understanding the layout
Top: page title, scope filters, four KPI cards, then charts.
Middle: Critical and urgent actions. Select a row to open the action details side panel for that item.
Lower: All actions with the Filters panel (sidebar on desktop), search above the list, a view control for Table / Card / Map, and pagination as your build shows.
Action details side panel: opens from the right when you select a table row, card, or map marker. It shows details, attachments, comments, audit trail, and the status actions your role and template allow. Inline edit for type, priority, due date, owner, and reviewer appears here when the product enables it. If your organisation also uses a full action detail view in a separate page layout, use the in-product control that opens it. Do not type browser paths.
4. Key concepts
Action
Tracked work tied to a template; often linked to a source record.
Classes
Task; Fixed in field (your template may allow an action to land already Complete on create).
Action types (use filter labels on screen)
For example, Behavioural, System or process, and Plant or equipment (match the Action type filter).
Statuses (use labels on screen)
Use the words the product shows, such as Incomplete, In progress, Under review, Complete, and Cancelled, and Rejected when shown. Wording can vary slightly by build; follow the badge and filter text you see.
Priorities
Low, Medium, High, Critical (match the Priority filter).
Template (your organisation configures this)
Requires review: the owner moves work to In progress, then Send for review if a reviewer must sign off. The reviewer can Approve or Reject. A Rejected action can return to the reviewer after Resubmit when the template says so. If the template does not require review, the owner can Complete without that handoff.
Requires implementation details: the completion or review step may ask for that field when the template requires it.
Auto-complete on create: with Fixed in field, an action can be created already Complete when the template allows.
Note: The buttons you see (Start work, Send for review, Complete, Approve, Reject, Resubmit) follow the action template, not the type or priority alone.
5. Filtering and searching
You can use the search field above the All actions list to find items by action ID, title, description, or people, as your product build supports. Clear the field with the clear control when you want to start a new search.
Filters panel
The Filters panel can include controls such as:
My Actions Only
Status
Priority
Overdue
Responsible Person
Reviewer
Due Date Range
Company Structure
Site/Physical Location
Action Type
Action Template
Source Module
Use Clear all in the Filters panel when you want to reset the list filters.
Scope at the top is separate from the Filters panel. Set scope when the whole page numbers or the list look wrong for what you expect, then refine with Filters.
6. View modes
Table: default on many desktops; scan columns for activity, priority or status, people, due date, and operations.
Card: useful on smaller viewports.
Map: needs coordinates; use Reset view if the map does not show what you expect.
The product can remember your view choice; list filters often stay when you change view.
7. Working with actions
Viewing
On the dashboard, use scope and KPIs as above.
Select a row, card, or marker to open the action details side panel.
Scroll inside the panel for attachments, comments, and history.
Status
Open the action details side panel.
Choose the control for your role and the current state (Start work, Send for review, Complete, Approve, Reject, Resubmit).
Complete any modal the product shows for closure, review, or resubmission text.
Reviewing
Filter to Under review, open the action, then Approve or Reject and add the review comment when the modal requires it.
Completing
From In progress (or Incomplete when the product allows), use Complete when no review step is pending. Add the fields the modal requests.
Resubmitting
As owner on Rejected, address feedback, choose Resubmit with the note the product requires, and the item can return to the reviewer when the template requires another review.
Attachments and comments
Upload within your organisation’s file limits. Comments are in time order; whether you can edit or delete depends on your configuration.
8. Review and approval workflow
When Requires review is Yes on the template, the owner moves work forward and sends it for review as above; the reviewer Approves or Rejects; the owner can Resubmit after a rejection. When Requires review is No, the owner can Complete without a separate reviewer step. Exact steps and required fields still depend on your action template and the on-screen controls.
9. Completion requirements
Complete means the action’s status in the product is Complete when the workflow is finished.
Depending on how your organisation configured the action template, you may need to complete fields such as a closure comment, implementation details, or a review comment before you can finish a completion or review step. The on-screen messages tell you what is missing.
10. Best practices
Align scope at the top before you assume KPIs are wrong.
Use My Actions Only when you want your own queue.
Write clear rejection notes so owners can fix issues.
Use the audit trail when you need a record of who changed what.
11. Troubleshooting
Why can I not see the Actions area at all?
You may not have access on Actions, or scope may leave no rows. Ask your administrator to confirm access and role scope, then widen scope at the top of the page if that is appropriate for your role.
Why do KPIs and the table not match?
Scope applies to the whole page; Filters apply to the All actions list. Adjust scope first, then use Clear all in Filters if the list is still not what you expect.
Why can I not change status?
You may not be the owner or reviewer for that step, the template may not allow the transition, or a modal may still need required text. Read the validation on screen.
Why is there no review button?
The template may not require review, or you may not be the assigned reviewer.
Why does the map show nothing?
The current filter set may not include location data, or some actions may not have coordinates. Try Table and check whether locations are set.
Why does the product ask for a comment?
Depending on your organisation’s configuration or template, you may need to enter fields such as a comment or implementation details before you can complete or review an action.
What does "You do not have permission to access this feature" mean?
Your account does not have Actions access. Contact your administrator.
What does "Invalid status transition" mean?
The template does not allow that change from the current status. Check the template and your role.