ACT Settings
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      1. Frontline Data Solutions EHS Knowledge Base
      2. Events & Action Items (ACT)
      3. ACT Settings

      Categories

      Categories help organize events and action items for prioritizing, tracking, reporting, and overall ACT management.

      Below are the Guidelines for Categories

      • The default categories automatically added to the ACT module are safety, quality, environmental, general, operations, PHA and MOC (used for MOC action items).
      • The category of any assigned event or action item task is prominently displayed on the Frontline Desktop, allowing ACT role players (collaborators, Approvers, team leaders, and Implementers) to prioritize tasks.
      • ACT Power and Super User's at the company level are able to view, create, update, and delete / inactivate categories using the Settings > Categories section. ACT Power User's at the division level can see all categories but cannot add / update them.
      • Categories play an important role in leveraging event or action item forms. Event and action item forms are organized by categories, making forms that have been created and assigned to specific category only available when that category has been selected for the event or action item.

      Example: Safety Inspection Checklist is an action item form with a category of Safety. This form will be usable when creating an action item with the same category of Safety.

      • Categories are used to create both the event number and action item number by appending the first four characters of the category to the naming convention.
      • The following rules apply to categories:
        • An event in a selected category can only be attached to an event form in the same category.
        • An action item in a selected category can only be attached to an action item form in the same category.
        • All action items in an event belong to the same category as the event.
        • A category must also be selected for an ad hoc and MOC generated action item.
        • A sub action item belongs to the same category as the parent ad hoc action item.
        • Event number and action item number use the first 4 characters of category.
        • To prevent divisions from creating identical categories, categories are managed by the company level administrators.
        • A category cannot be deleted if it is being used by an event or action item. It is recommended to inactivate categories that should no longer be available for users to select.

      How to Create a Category

      This must be done at the Company level. If you enter in at the Division level, you will not see the option to create a New category.
      1. Navigate to ACT > Settings > Categories
      2. Select New on the toolbar.
      3. Enter the name of the category in the Category field.
      4. Description is an optional field that can be used to further describe the category. Enter a description, if necessary.
      5. Ensure the Company field is displaying the correct company name.
      6. Ensure that Active is checked, making the new category available for use once completed
      7. Modify the Active and Inactive dates, if necessary.
      8. Select Save on the toolbar.

      Name the category so that users can recognize it by the its first 4 characters, because both the event number and action item number use the first four characters of the category.

      Effective the active date the category will be available for events and action items. Effective the inactive date the category will  be unavailable for events and action items.

      How to Delete and Inactivate Categories

      A category cannot be deleted if it is being used by an event or action item. It is recommended to inactivate categories that should no longer be available for users to select.

      1. Navigate to ACT > Settings > Categories
      2. Select the Category that needs to be deleted or inactivated.
      3. If the category has not been used in an event or action item, it is possible to delete the category.
      4. To delete a category, select Delete on the toolbar. Then select Ok when asked "Are you sure you want to delete?" from the pop-up message.
      5. Result: Category has been deleted from the list of available categories for the company.
      6. If the category has been used in an event or action item, the category can be inactivated to remove it from the list of available categories for users to select.
      7. To inactivate a category, uncheck Active from the Category Details form. Then select Update on the toolbar to update the category with the change in active status.

      All events or action items created with the category before the inactive status will retain the category.