Create actions or findings for the smart assessment questionnaire

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • You can create actions or findings for every question in the smart assessment questionnaire. For example, to report a hazard observed while completing the smart assessment questionnaire.

    Antes de Iniciar

    Role required: sn_hs_rm.safety_inspection_writer or sn_hs_rm.safety_audit_writer

    Nota:
    To perform this task, the role must match or contain the role specified in the Assessment reader role field. This field is set during the smart assessment template configuration. For more information, see Configure the smart assessment template for safety inspections and audits.

    Por Que e Quando Desempenhar Esta Tarefa

    The actions or finding that are created for the inspections and audits through the Mobile Agent app gets synced with the workspace.

    Procedimento

    1. Tap the Home icon (home icon).
    2. Select See all for the Smart assessment section.
    3. Tap the smart assessment record.
    4. Tap the More actions (more actions) icon.
    5. Tap Actions list
    6. Tap the More actions (more actions) icon on the Assessment actions list page.
    7. Tap the Create action button.
    8. Complete the Action input form.
    9. Tap the Submit button.

    Resultado

    The action record appears in the Assessment actions list page and is synced with the workspace.