Using actions
Actions in RigFlow are central to managing and controlling the operational steps within a drilling workflow. They allow for flexible responses to unforeseen events and the seamless management of planned and unplanned activities.
Where to find actions
Actions are displayed as steps within the RigFlow workflow interface. Users can interact with them using the Global Action Bar at the bottom of the screen. This bar enables adding, editing, and managing actions.
You can read more about the difference between actions and steps here: What is the difference between actions and steps?.
Step-by-step instructions
Adding an action
Select the
action: Actions can be added directly through the Global Action Bar. By clicking the action icon on either a 
primary or 
parallel step, you can choose from three main options:
Complete ongoing step: This option completes the current ongoing step and adds the new action as a separate, standalone step.
Pause ongoing step: This option pauses the current ongoing step, allows the new action to be executed, and then resumes the paused step once the new action is completed.- Run in parallel: This option adds the new action to run concurrently with the ongoing step, typically for tasks that are related but independent from the current activity.
Define the
action: After clicking the action icon, a list of available actions will appear. Select the appropriate action for the task at hand. You can also mark frequently used actions as 
favorites for easier access in future operations.
Editing an action
Click the
edit icon: To edit codes and titles from an action, click the edit icon on its corresponding global action bar card.Select new codes: Use the edit code picker to select the most accurate code from the dropdown list. Choose the one that best represents the action being documented.
Edit the title: Click the edit title bar to edit or enter a new title. Be specific and descriptive; the title becomes the headline in reports and supports the quick understanding of ongoing or past steps.
Edit a completed action: Open the
Operation Log, scroll to find the Action you want to modify, and click on it to open the Action details modal. From there, you can update the action type, title, crew, class code, time code, and add comments. Read more about it here: Operation Log
Completing an action
The Complete button allows users to finalize an action, ensuring the workflow progresses to the next planned step. This can be done by completing the current action or starting the next one in the sequence.
Examples
Unplanned maintenance: Add a Pause or Parallel Action if equipment fails during a step.
Safety checks: Use Parallel Action to run safety inspections without halting operations.
Custom Titles: E.g., instead of a generic label, write “Top Drive Motor Inspection” to clearly convey what occurred.
Tips and tricks
Utilize parallel actions: Parallel Actions are useful for handling auxiliary tasks that need to occur simultaneously with the primary operation, such as safety checks or equipment preparation.
Flexibility in action types: Depending on the situation, choose the appropriate type of action to minimize disruption and ensure efficient workflow management.