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Causes explain why an intervention takes place. Actions explain what work or check needs to be done.

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Causes

A cause classifies a work order’s main or auxiliary reason. A work order can have a main cause and auxiliary causes. Auxiliary causes should not duplicate the main one.

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Actions

An action is a reusable task or check you can complete in a work order. Define actions when you want to standardize work, measure compliance or compare interventions. If you complete an action, you must provide a result compatible with its type.

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Instructions and execution notes

Each work order action has two different texts:

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Mandatory actions

An action can be mandatory. You cannot finish a work order while it has incomplete mandatory actions. Non-mandatory actions can remain pending and stay in history. You configure whether an action is mandatory in the cause’s planned action, and this is copied to the work order when created. You can also mark an action as mandatory when adding it directly to the work order. In Maintenance > Work orders, you can change it with the padlock button in the Actions column or remove the action from the work order. You cannot change it in work mode. If you make a mistake when completing an action, use Undo on it. The action becomes planned again; its result and the reference to the employee who completed it are cleared, but execution notes are preserved. You can then complete it again with the correct result. You cannot undo actions in a completed or canceled work order.

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Relationship between cause and action

A cause can plan common actions, each with instructions and a mandatory setting. When you create a work order, Bold copies those actions to it. This helps work orders include consistent checks for a type of incident. Example: the Hydraulic leak cause can plan actions such as Inspect hose, Check pressure (mandatory) and Clean area. In the Usages tab of an action’s details, you can see which active causes plan it and which work orders include it.

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Delete an action

When you delete an action, Bold removes it from all causes’ planned actions and from open work orders where it has not been completed yet. It is retained in work orders where it was already completed and in completed or canceled work orders to preserve history.