Configure checklist definition properties

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

1. Complete the steps in the article, Create a new checklist definition as draft.
2. The Route Details page opens with Detail selected. Provide a name and description for the checklist definition.
3. Select Next or Select Asset in the navigation panel.
4. The Select Asset page contains two drop-down lists:

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

5. Select Next or select Assign To in the navigation panel.
6. 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.

7. Select Next or Scheduling in the navigation panel.
8. On the Scheduling page, you can add set one or more conditions to trigger the checklist task. Note: changeover checklists are only responsive to event conditions for Active Material.
9. To define an event-based condition, select Trigger(Event) in the first drop-down list and then select Active Material 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.
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 checklist. Alternatively, you can skip to Step 14.
13. In the first drop-down list, you can choose to automatically expire the checklist or assign responsibility for escalating or expiring it to a user, team, or role:

• • To automatically expire the checklist, 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 checklist, 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 checklist. 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 Save to create the checklist definition.