Editing actions in a project is a straightforward process. By following these step-by-step instructions, you can efficiently manage and update actions to ensure your project stays on track.
Step 1: Access the Project Home
To begin, log in to BuildPass. Navigate the project list on the upper left and select the project you want to work on. Click on the project's name to access the project home page.
Step 2: Access the Actions Section
On the project home page, click on the "Actions" module on the left hand side menu. This will take you to a page displaying all the actions within the project.
Step 3: Select the Action to Edit
Scan through the list of actions to find the one you want to edit. Once you've identified the action, click on its name. This will open the editing interface for the selected action.
Step 4: Make Necessary Edits
The action editing page will allow you to modify various details of the action. You can change the Type (e.g., from Hazard to Observation), Status, update the Due Date, or make any other necessary adjustments. Use the "Send update" field to send info or updates to customize the action according to your requirements.
Step 5: Save the Edits
After making the desired changes, it will be saved automatically. The action will now be updated with the new information you've provided.
Step 6: Send a Reminder (Optional)
If you want to remind someone, like a worker about the updated action, you may have the option to send them a reminder. Click the "Reminder" or "Send Reminder" button on the right side of the action's page.
If you have any questions or need further assistance, please contact a member of the BuildPass Support team by clicking the black chat icon on the bottom right-hand corner, send an email to [email protected] or by calling (03) 9917 4285.