Findings & Actions Timeline Tutorial

This tutorial walks you through setting up and using the Timeline — the built-in Gantt chart view that shows your findings on a date-based horizontal bar chart. QuickInspect calls its findings actions; the timeline works the same way for both.

Step 1: Access the Timeline

1. Open the app and make sure you have the correct project selected (use Profile › Change Project if needed).
2. Open the list:
   • QuickInspect QuickInspect only -- tap Actions in the bottom bar (or the Action Items tile on the home screen).
   • YachtInspect YachtInspect only -- tap the Findings tab in the bottom bar.
3. Tap the Timeline tab at the top of the screen.

The chart loads every action or finding in the project that has both of its dates set.

Step 2: Add the Dates

For an item to appear as a bar on the timeline, it needs a start date and a due date.

QuickInspect QuickInspect only

1. Open any action (or create a new one with +).
2. Set the Due Date (required) and the optional Start Date -- the timeline needs both.
3. Save the action.

YachtInspect YachtInspect only

1. Open any finding (or create a new one).
2. The Date of Finding is filled in with today's date; change it if the finding was discovered earlier.
3. Set the Due Date -- the deadline for resolving the finding.
4. Save the finding.

Step 3: Read the Chart

Once your items have dates, return to the Timeline tab. The chart shows:

• Horizontal axis: calendar dates with month labels and weekly grid lines
• Vertical axis: swim lanes -- grouped by Status in QuickInspect and by System in YachtInspect
• Red vertical line: today's date marker

Each bar spans from its start date to its due date. The bar color shows the current status: red overdue, orange open and green closed -- plus blue in progress and teal to verify in QuickInspect. See the Findings & Actions Timeline page for the full color reference.

Step 4: Change the Grouping

Use the group-by picker above the chart to arrange the swim lanes differently:

• QuickInspect: Status, Created By, Activity or Risk Assessment
• YachtInspect: System, Status, Priority, Created By or Location

Step 5: Use Collapsible Groups

If you have many items, collapse the groups you are not currently focused on:

1. Tap the group header row to toggle it collapsed or expanded.
2. The header shows the group name and the number of items in that group.
3. Collapsed groups hide their bars, reducing vertical scroll.

Step 6: Check the Summary Stats Bar

The stats bar at the top of the chart shows the current project totals:

• Open count
• In Progress count
• Overdue count (due date passed, not yet closed)
• To verify count (QuickInspect only)
• Closed count

Use this bar to get a quick project health overview without scrolling through the chart.

Step 7: Show Only Your Work

Tap Mine to show only the items assigned to you or created by you. Tap it again to see the whole team's work.

Step 8: Navigate to Today

If you have scrolled far forward or backward in time, tap Today to snap the chart back to today's date. This is useful in long-running projects where the chart spans many months.

Step 9: Open an Item

Tap any bar on the chart to open that action or finding. From there you can update the status, add comments, change dates or attach photos.

Tips for Effective Timeline Management

• Use consistent start dates aligned with project phase start dates so items group visually by phase on the chart.
• Review overdue items first — they appear with a red tint and warning icon, making them easy to spot.
• Update due dates proactively when scope changes to keep the timeline accurate.
• Collapse closed groups to focus attention on active work.

What's Next?

• Findings & Actions Timeline: Full reference for all timeline controls and behavior
• HSE Management Tutorial: QuickInspect actions -- fields, statuses and where they come from
• Findings Workflow: The YachtInspect findings lifecycle with all six statuses