Action Detail View
The action detail view shows everything about a specific action in one place. From here you can review information, track progress, communicate with your team, and see the complete history of changes.
Accessing the Detail View
- Open the Actions module
- Click on any action card
- The detail view opens in the right panel (split view) or full screen
[Screenshot: Actions list with detail view panel open showing action information]
Overview Tab
The Overview tab displays all information recorded when the action was created or edited.
[Screenshot: Action detail view Overview tab showing all fields]
Information Displayed
| Section | Contents |
|---|---|
| Header | Title, status, priority indicator |
| Details | Category, type, description |
| Dates | Start date, due date, created date |
| Assignment | Assigned user or team |
| Links | Location, asset |
| Resources | Inventory items, vendor, attachments |
| Media | Photos or images attached to the action |
Updating Status
Change the action's status directly from the detail view:
- Click the Status dropdown
- Select the new status
[GIF: Click Status dropdown and select "In Progress"]
| Status | Meaning |
|---|---|
| Open | Created, waiting to be started |
| In Progress | Work is actively happening |
| On Hold | Temporarily paused |
| Done | Completed |
Comments Tab
The Comments tab provides a space for communication and documentation related to the action.
[Screenshot: Comments tab showing conversation thread]
What You Can Do
- Leave notes about progress or findings
- Ask questions or provide instructions
- Document issues encountered
- Share updates with the team
Adding a Comment
- Click the Comments tab
- Type your message in the text field
- Click Send or press Enter
[Screenshot: Comment input field with Send button]
Following Comments
Click Follow this conversation to receive notifications when new comments are added.
Activity Tab
The Activity tab shows the complete history of changes to the action.
[Screenshot: Activity tab showing timeline of status changes]
What's Tracked
| Event | Information Shown |
|---|---|
| Creation | When created, by whom |
| Status changes | From → To, when, by whom |
| Edits | What changed, when, by whom |
| Assignments | Reassignments and transfers |
Using Activity History
The activity timeline helps you:
- See when status changed (e.g., Pending → In Progress)
- Identify delays or patterns in execution
- Review who made updates and when
- Maintain audit trail for compliance
Quick Actions
From the detail view, you can:
| Action | How |
|---|---|
| Edit the action | Click Edit |
| Change status | Use the Status dropdown |
| Add a comment | Switch to Comments tab |
| View linked asset | Click the asset name |
| View linked location | Click the location name |
Split View vs. Full View
Split View (Default)
- Action list visible on the left
- Detail view in the right panel
- Quick navigation between actions
[Screenshot: Split view showing list and detail panel side by side]
Table View
For a compact list format:
- Click Table View in the top-right
- Click any row to open the detail view
To return to the default layout, click Split View.
[GIF: Toggle between Split View and Table View]
Tips
- Use comments to document progress rather than editing the description
- Check the Activity tab to understand an action's history before making changes
- Follow actions you're interested in to receive update notifications
- Use the linked asset or location to quickly navigate to related information