How to add a step to a Task Model - Intergraph Smart Completions - 5.3.6 - Help - Hexagon PPM

Smart Completions Help

Intergraph Smart Completions

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 popup 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.

  5. Write any needed instructions

  6. Under the Punch List heading, select the dropdown 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.

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