Actions and Maintenance on Obbi

Thank you for choosing to explore the Actions feature on Obbi. This guide is here to make managing corrective actions and maintenance at your club simpler and more straightforward. The Actions feature is designed to be your digital assistant for keeping track of all the actions that need attention, ensuring nothing gets missed.

In this guide, you'll learn how to create a new Action and monitor its progress through to completion. Whether you're looking to streamline daily operations, improve communication among team members, or just keep better track of maintenance and administrative duties, the Actions feature is here to help.

By the end of this guide, you'll have a clear understanding of how to effectively use the Actions feature to benefit your club, making maintenance and upkeep easier and more efficient.

Welcome to the Actions Overview

The Actions Overview in Obbi shows you a number of key insights at a glance:

• Any Critical Actions
• Any Overdue Actions
• Any Actions Assigned to You
• Any Unassigned Actions (important for team leaders and managers)

You can filter or search the board here to find any actions relevant to your work or team.

Creating a New Action

If you have the appropriate permissions, you can create a new Actions directly from the Actions Overview page. Here you will have to enter the following details:

• Assigned to Team - The team to which the action is assigned (it can be assigned to individuals later)
• Due Date - The due date, which will flag an alert to managers if missed
• Category - The category that this action falls under (e.g. Response Maintenance, Planned Maintenance etc.)
• Action Critical - Whether the action is considered critical and requires special attention
• Description - The actual description of the work that needs to be done

Once you have created an action, you can assign it to a team member for completion.

You can also fill out extra details here, like attaching a photo of the problem that needs fixed:

We've put together this quick guide to illustrate how an Action can be managed in Obbi over time:

This simple lifecycle is great for keeping everyone on the same page about the progress of your actions. When things change, team managers are alerted so they know that work has been completed or is blocked.

Note History

As changes are made, Obbi will automatically keep a history of changes, which is handy if you ever need to go back and see when something was done.

You can even add your own notes at any time, to record anything unexpected or important about the work being done.

Creating Actions from Task Reports

One of the great things about Obbi is that it beings together all the different parts of your work and connects them in a meaningful way. A good example of this is when a corrective action is raised about an issue found while submitting a task report e.g. as part of an equipment pre-start checks.

This will automatically raise a corrective actions for the appropriate team to manage and take care of:

And they can even see the report where the original report was raised, which is great for sharing information amongst the team:

If you want to get started with actions today, click here to view it in your account Obbi Actions Overview.

If you have any questions or issues, please head over to our Customer Support hub for more information on getting help from the team.