Create follow-up actions

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

1. Launch the Breakdown Elimination module; or select the hamburger button in the top menu panel and select Daily Management > Breakdown Elimination.
2. Ensure that you have selected the correct asset from the context menu. Select the row for the breakdown you want to edit.
3. Select Analysis and Follow Up.
4. Scroll down to the end of the Analysis and Follow Up page. Select +Action.
5. On the Details page, perform the following steps:
6. Enter a description of the breakdown in the Problem box
7. Enter a description of the corrective action in the Action box
8. Enter the solution in the Solution box
9. Select the source of the problem – breakdowns, safety, quality, etc. – in the Source drop-down list
10. Select the Due Date box and select a date from the calendar tool
11. Select Next or select Select Asset.
12. 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.
13. Select Next or select Assign To in the navigation panel. Choose whether to assign the step to a user, team, or user role in the first drop-down list. Then choose a specific user, team, or role in the second drop-down list.
14. Select Expiry/Escalation Rules in the navigation panel. To add a rule, select +Add Condition or select Next to skip this step.
15. 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.
16. 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.
17. 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.
18. Once you have added all the expiry or escalation rules, select Save Changes.