This article is about the EY Catalyst Smart Daily Management application.
- Complete the steps in the article, Create a new clean, inspect, lubricate (CIL) definition as draft.
- The Route Details tab opens with Detail selected. Ensure that you have selected the correct asset from the context menu.
- Select Steps In Route.
- To add a new step, select +Add.
- On the Details page, specify a name, subsection, description, and other settings.
- Select Assign To in the navigation panel. 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.
- Select Expiry/Escalation Rules in the navigation panel. To add a rule, select +Add Condition or select Next to skip this step.
-
- In the first drop-down list, choose to automatically expire the CIL step or assign responsibility for escalating or expiring it to a user, team, or role.
- To automatically expire the CIL step, 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 CIL step, 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.
- Next, you can specify execution rules for the CIL step. Alternatively, you can skip to Step 9.
- 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.
- If you add more than one condition, you need to choose whether both conditions need to apply or only one condition needs to apply.
- Repeat steps 3-8 for all the steps you need to add.
- Select Apply to save your changes.
Comments
0 comments
Please sign in to leave a comment.