Configure centerline (CL) definition properties

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

1. Complete the steps in the article, Create a new centerline (CL) definition as draft.
2. The Route Details page opens with Detail selected. Provide a name and description for the CL definition.
3. Specify when the CL task needs to be performed in the process by entering a numerical value in the Sequence box. By default, the definition is assigned the next available number in the sequence based on the existing list of CLs.
4. Select Next or Select Asset in the navigation panel.
5. The Select Asset page contains two drop-down lists:

• • In the first drop-down list, you can choose whether you want to define the CL for an asset, level, class, or hierarchy.
  • Then select the appropriate asset, level, class, or hierarchy in the second drop-down list.

6. Select Next or select Assign To in the navigation panel.
7. On the Select User page, you can choose whether to assign it to a team, a user role, or a specific user:

• • Select Team, User Role, or User in the first drop-down list.
  • In the second drop-down list, select the specific user, team, or user role.

8. Select Next or Scheduling in the navigation panel.
9. On the Scheduling page, you can add set one or more conditions to trigger the CL task. In the first drop-down list, you can choose whether you want to define the trigger for a specific time or a specific event. You can then select the specific trigger in the second drop-down list. If you want to add an active material as a condition, you first need to provide a time or event trigger.

• • To define a time-based condition, select Trigger (Time) in the first drop-down list and then select a time interval from the second drop-down list.
  • To define an event-based condition, select Trigger (Event) in the first drop-down list and then select a specific event from the second drop-down list. You will need to configure additional settings based on the event you selected.

10. To add another condition, select +Add Condition. In addition to choosing a trigger, you can now also specify an active material.
11. When you add more than one condition, you need to choose whether both conditions need to apply or only condition needs to apply.

• • If both conditions need to apply, select And from the first drop-down list for the condition.
  • If only one of the conditions need to apply, select Or from the drop-down list for the condition.

12. Select Expiry/Escalation Rules in the navigation panel. You can specify expiry or escalation rules for the CL. Alternatively, you can skip to Step 14.
13. In the first drop-down list, you can choose to automatically expire the CL or assign responsibility for escalating or expiring it to a user, team, or role:

• • To automatically expire the CL, select Remove/Soft Delete from the drop-down list. Select the mins box and specify the expiration time in minutes.
  • To assign the responsibility for escalating the CL, select Assign To in the first 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.

14. Next, you can specify execution rules for the CL. Alternatively, you can skip to Step 15.

• • Select Execution Rules in the navigation panel. Select +Add Condition.
  • From the drop-down list, select the rule for the condition. If you select any active material, you need to specify an attribute for each material you specify.

15. Select Next or select Media and Links in the navigation panel. Here you can add media or web links that give more information about the CL route.

• • Select Image, Video, or Document to upload a relevant file.
  • To add a link, specify a user-friendly name in the Name box and specify the URL or web link in the URL box.
  • To add additional links, select +Link.

16. Select Save to create the CL definition.