Once the basic triage information is entered for Event, the default Plan Steps can be reviewed and assigned.
Before you begin
Role required: x_usdml_unifyevent.user
You must be the Event Assigned to user or a member of the Event Assignment group to perform this action.
Procedure
- On the Event form, click Review Event Plan.
- Preconfigured Plan Steps are loaded into the Event based on the selected Event Type, Owning Site, Asset, or other criteria.
- Select or enter values for the steps.
- Click Start Work.
| Field | Description |
| Step Name | A brief description of the step. |
| Order | The order for the step in the Event workflow, with lower numbers going before higher numbers. Steps with the same order number will occur in parallel. Step Tasks of a higher order will not change state to Open until their predecessor (lower order) tasks are completed or skipped. |
| Assignment group | The group to which the step Task will be assigned; any member of the group can work on the Task, unless a user is selected in the Assigned to field. |
| Assigned to | The user to which the step Task is assigned; if an Assignment group is already selected, this field will be filtered to show only members of the selected group. |
| Due in Days | The number of days after the Task state changes to Open before it is deemed overdue (i.e. determines the Task Due Date) |