---
title: Create and manage a safety action in the Action planner
description: Create and manage safety actions in context while reviewing a Health and Safety record, without opening a separate Action form.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/health-and-safety-core/hs-create-action-in-action-planner.html
release: australia
product: Health and Safety Core
classification: health-and-safety-core
topic_type: task
last_updated: "2026-06-01"
reading_time_minutes: 2
breadcrumb: [Manage actions in Action planner, Use, Health and Safety Core, Health and Safety, Employee Service Management]
---

# Create and manage a safety action in the Action planner

Create and manage safety actions in context while reviewing a Health and Safety record, without opening a separate Action form.

## Before you begin

Role required: sn\_ohs\_im.action\_writer

## About this task

With Action planner, you can manage actions in context while reviewing a Health and Safety record. The Action planner is available on any Health and Safety record that has the **Actions** tab.

## Procedure

1.  Navigate to **Workspaces** > **Health and Safety Workspace**.

2.  Open a safety record such as a safety incident or a risk assessment.

3.  Select the Action Planner icon \[Omitted image "health-safety-action-planner.png"\] Alt text: Action Planner icon\) from the contextual sidebar panel.

    Any existing actions linked to this record are displayed as cards.

4.  In the Action planner sidebar, select **Add new action**.

5.  On the form, fill in the fields.

    For information on field descriptions, see [Health and Safety action form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/health-and-safety-core/hs-action-form.md).

6.  Select **Save**.

    The action is created and appears as a card in the **Created actions** section of the action planner.

7.  To edit or open an action separately, select an option in the **Created actions** section.

<table id="choicetable_cqz_333_ljc"><thead><tr><th align="left" id="d743982e158">

Option

</th><th align="left" id="d743982e161">

Steps

</th></tr></thead><tbody><tr><td id="d743982e167">

**Edit an existing action**

</td><td>

1.  Locate the action card you want to edit.
2.  Select the edit icon on the card.

The inline **Edit action** form opens with the current fields pre-filled.

3.  Update the fields as needed and select **Save**.


</td></tr><tr><td id="d743982e196">

**Open an action record in full**

</td><td>

1.  Locate the action card you want to open.
2.  Select the Open record icon \(\[Omitted image "hs-open-action.png"\] Alt text: open record icon\) on the card.
 The action record opens as a new tab in the associated Health and Safety record.

</td></tr></tbody>
</table>8.  To find a specific action, use the search, filter, or sort options in Action planner.

    -   Search: Enter text in the search bar. The actions list filters as you type.
    -   Filter: Select **Type** filter next to the search bar to filter actions by their type, such as Corrective or Preventive.
    -   Sort: Select the sort option to sort actions in ascending or descending order.

## Result

-   The action appears as a card in the **Created actions** section of the action planner.
-   The action also appears in the list of actions in the **Actions** tab of the associated Health and Safety record. It is also listed in the **Actions** list on Health and Safety Workspace.

## What to do next

If the ServiceNow Otto for Health and Safety application \(sn\_hs\_gen\_ai\) is installed, you can also view and act on AI-generated action suggestions in the action planner. For more information, see [Generate and manage AI‑suggested safety actions in Action planner](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/now-assist-for-health-and-safety/now-assist-hs-generate-ai-suggested-actions-in-action-planner.md).

**Parent Topic:**[Managing safety actions in the Action planner](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/health-and-safety-core/hs-action-planner.md)