Schedule a defect-related action

This article is about the EY Catalyst Smart Daily Management application.

1. Launch the Defect Logging module; or select the hamburger button in the top menu panel and select Daily Management > Defect Logging.
2. Ensure that you have selected the appropriate context from the context menu.
3. The defect schedule is displayed in two tables – Action List and Follow-Ups. The Action List table displays the action name, source, problem, operations owner, and due date for each action that has been added.
4. To add a new action, select +Action.
5. In the Detail page, perform the following steps:

• • Enter a description for the problem in the Problem box
  • Enter the required corrective action in the Action box
  • Enter a description of the solution in the Solution box
  • Select a source from the Source drop-down list
  • Select the Due Date box and select a date from the calendar module

6. Select Next or select Select Asset.
7. In the Select Asset page, select the kind of asset the defect relates to, namely Asset, Level, Class or Hierarchy from the first drop-down list. Then select the specific asset, level, class or hierarchy from the second drop-down list. Select Next or select Assign To.
8. In the Select User page, select the type of user you want to the defect-related action from the first drop-down list. Select the specific team, user role, or user to assign the action to from the second drop-down list.
9. Select Next or select Expiry/Escalation Rules. Otherwise, skip to Step 11.
10. In the Expiry/Escalation Rules page, you can choose whether to automatically expire the defect-related action or assign responsibility for escalating or expiring it to a user, team, or role.

• • To automatically expire the action, select +Add Condition. Select Remove / Soft Delete from the drop-down list. In the mins box, enter the expiration time in minutes.
  • To assign the responsibility for escalating the action, select +Add Condition. Select Assign To in the drop-down list. In the second drop-down list, choose whether to assign it to a user, team, or user role. In the third drop-down list, select a specific user, team, or role. You can also define a time limit in minutes in the mins box.

11. Select Save Changes when you are done.