How to add a step to a Task Model - Intergraph Smart Completions - Intergraph Smart Completions Update 19 - Help - Hexagon

Intergraph Smart Completions Help (5.3.19)

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Smart Completions Version
5.3.19

The Steps can be added manually or by import. If importing Inspection Steps, you must already have created the Task Models to which the steps will be assigned, and the Task Model must be set to Digital Execution.

  1. Click the +Step button.

  2. In the popup window, you can choose from the available configurations. These are hard-coded by the Smart Completions Development team. If you cannot find the step you need, contact Customer Support.

  3. When you have chosen the Step, click the +Add button to add it to the form. You can click multiple times to add the step more than once. When you are finished adding steps to the form, close the pop-up window.

  4. Each Step can be flagged as Required or as a Sub Step to the previous step. Most steps can be configured to allow the field user to Dynamically Add additional steps. In case there is a predefined pattern of execution with the steps, on selecting the steps on the smart form, you can view all the consecutive steps displayed sequentially while rendering the same.

  5. Write any needed instructions. Under the Punch List heading, select the drop down to automatically configure the Punchlist trigger options. For example, if the Field Worker selects "Accept, Reject, N/A" inspection type, the system can automatically create a Punchlist. Typically, the "Reject" answer would be used to trigger a Punchlist for Planned Tasks, or a Non-Compliance for preservation tasks. If you want to complete the step without providing text box inputs, select N/A' option.

  6. For below task steps while execution even if N/A radio button is selected, It is mandatory provide alpha/numeric text box inputs to complete a task step.

    • One Input and Three radio buttons(Accept, Reject. N/A)

    • Two Inputs and three radio buttons(Accept, Reject. N/A)

    • Three Inputs and three radio buttons(Accept, Reject. N/A)

      If you want to complete the step without providing text box inputs Select is N/A option while configuring task steps in task model (Only users with manage rights can configure this function). When you select either of the radio buttons to close or complete a task, it gets updated with the current date.

      If you select N/A, the input fields change to non-editable state and the task status changes to closed or complete.

  7. To add a disclaimer to your smart form, add the content to the field Disclaimer. You can select the Repeat Header option to repeat the headers through out the pages of a smart form.

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