Create an Industrial Guided Task from Recommended Actions

Create an Industrial Guided Task (IGT) based on the Recommended Actions for a deviation.

Before you begin

Make sure that you:

• Published a standard that should appear in Recommendations
• Enabled Allow ad-hoc request
• Set a deviation to active

Role required: both sn_icw.deviation_user and sn_icw_igt.user

Procedure

1. Navigate to Lists > Deviations.

2. Open the deviation that you need.

   The standard appears in the Suggestions tab of the Recommendations sidebar if any of the following conditions are met:

   • The functional location of the standard contains the functional location of the deviation.
   • The equipment model of the standard contains the equipment model ID of the deviation.
   • The equipment in the standard matches the equipment in the deviation.
   • The failure mode of the standard contains the failure from the deviation.
   • The material model of the standard contains active material from the deviation.
   • On the card for the recommended standard, create a task from a recommended standard by selecting Create task.

3. Remove a recommendation from the sidebar by selecting Dismiss.

   The card disappears but the action is saved in actions history.

Result

A new standard task is created and displayed in the list of tasks. It contains all the information from both the standard and the deviation.

Parent Topic:Using Industrial Guided Tasks