Share an action with other teams

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Share an action, independent of the incident or risk, with other groups or agents at another location, so that they can prevent the similar issue from happening at any of their locations.

    Antes de Iniciar

    Role required: sn_ohs_im.manager or sn_ohs_im.agent

    Procedimento

    1. Navigate to All > Health and Safety > Health and Safety Workspace.
    2. In the Lists tab under Incident Management, open the safety incident or observation list.
      • For the safety incidents list, select Safety Incidents and then All.
      • For the safety observations list, select Safety Observations and then All.
    3. In the list, open a safety incident or observation you want to copy the action from.
    4. In the Health and Safety actions tab, select to open the action you want to share with other groups.
    5. Select Copy action.
      The action is duplicated. However, if the original action includes a Learning material, it is not copied to the duplicated action.
    6. Share the action using the Assignment group or Assigned to field and select Save.

    Resultado

    • The action appears in the My Tasks list of the assigned user on the Employee Center.
    • The action is also listed in the Actions list on the Health and Safety Workspace.