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Additional Steps

Overview​

Sometimes you may have a production schedule that is comprised of template steps, but you encounter an ad-hoc task that needs to be completed before the case can proceed. This is where additional steps come into play, allowing you to insert custom tasks into your existing production workflow.

What are Additional Steps?​

Conceptually, additional steps are very similar to template steps in their functionality and behavior. However, unlike template steps that are predefined as part of a production template, additional steps are created on-demand to address specific, unique requirements that arise during case production.

Creating Additional Steps​

To add an additional step to a case, you need to specify the following information:

  • Template Selection: Choose an appropriate template that matches the nature of your additional step
  • Name: Provide a clear, descriptive name for the additional task
  • Description: Include detailed information about what needs to be accomplished
  • Due Date: Set the deadline by which this task must be completed
  • Assignee: Select the specific person responsible for completing this additional step
  1. Click + Add Step:

Add Step

  1. Select Template from the dropdown:

Select Template

  1. Add the required Title and Description:

Add properties

  1. You can edit to make changes:

Edit

Notification and Tracking​

When an additional step is created, the assigned person will be automatically notified about the new task. This ensures that ad-hoc requirements don't get overlooked in the busy production environment. If the assignee does not complete the additional step by the specified due date, Pilot will automatically create a Case Problem for this case. This Case Problem will appear in the activity tab, providing visibility into overdue tasks and ensuring that delays are promptly addressed.

Search Using Quick filters​

  1. Look for the column Has Additional Steps -> select YES
  2. Select the specific additional step

Quick Filters

Search Using Advanced Filters​

  1. Advanced Filters -> + Add Filter Group to add Group 1

  2. Clicking on Group 1, add which filters you need such as Assigned To, Title, and Due Date under Additional Steps

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Benefits​

  • Flexibility: Additional steps allow you to adapt your production workflow to unexpected requirements without disrupting the overall case management process.
  • Tracking: Each additional step is tracked just like a template step, ensuring that all tasks are documented and monitored.
  • Communication: Notifications keep team members informed about new tasks, reducing the risk of miscommunication or missed deadlines.