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How can i add a note or action?

Actions, notes and checklists let the team document what happens during production and follow up on improvement work. The Actions & Notes log collects everything in one place.

Create a new action or note

  1. Open the production run or work centre the action or note belongs to.
  2. Click Create in the top right corner.
  3. Choose New action or New note.

  • New Action:

    Fill in Occurred at, Task name, category, priority, responsible, reviewed by (Who will review or approve outcome), description, status, target completion and resolution (if available), then save.

  • New note:
    Fill in Occurred at,  category, responsible and message


Open the log

  1. Click Actions & Notes in the main menu.
  2. Set the date range to the period you want to see.
  3. The counters in the top right show how many Actions, Notes etc were found in the period.
  4. Select a row in the log to view and edit its details in the panel on the right.


Good to know

  • Actions have a status and a responsible person, so they can be followed up. Notes are for information only.
  • Actions and notes created on a run are also visible on the Actions & Notes tab of that run.
  • Notes show up in the Notes Report on the dashboards, so they are a good way to hand over information between shifts.