Log and track contractor actions
Keep every instruction to or from a contractor in one list, with an owner and a due date, until it is closed.
The Action log holds the issues contractors raise, and anything you log yourself, such as an instruction agreed on site.
Log an action
- Open the project's Contractors tab and choose Action log.
- Click Log action.
- Write the instruction in Instruction / request.
- Choose an Owner and a Due date. Both are required.
- Choose the Contractor it concerns, and under Raised by say whether it came from your team or the contractor.
- Click Log action.
Follow an action through
- Use All, Open, In progress, Done and Escalated to filter the list. An action past its due date is marked overdue.
- Click an action to open it.
- Change its Status, or click Mark resolved. To open a closed action again, click Reopen.
- Use Activity to see what has happened, and Comments to write a reply in Write a reply….
What happens next
- The red number on Action log counts what is still open.
Good to know
- Contractors raising an issue on an item don't send you a notification, so check the log regularly. See Handle issues and revision requests.
- To delete an action, click the bin on its row and confirm. Use this for mistakes. To finish an action, mark it resolved instead.