What to consider when configuring a CIL workflow within Zaptic

Terminology:

• CIL 
  • Clean - Inspect - Lubricate - to return and maintain equipment at base condition, for optimum performance.

There's a few areas to consider when setting up a new CIL flow in Zaptic. Here's some Top Tips:

• Zaptic is very flexible and customisable, so the creation of any flow, for any use case can be achieved in many different ways
• Using the theory you have learnt from the ZapU modules for building Tasks and Steps. You can begin to build out or modify your CIL Flow

How to build a new CIL flow:

Open Zaptic & Go To Procedures:

• Either create a New Procedure or open an Existing Procedure
  
  • If you are creating a new CIL Procedure, select “Create procedure”
  • If you are creating a new CIL TASK within an existing CIL Procedure, select the existing CIL procedure.

Add a new CIL Task:

• You can either Add a new Task or you can access an existing Task.
• If you do not have access to an existing Task, an existing collaborator will need to give you access.
  
  • We recommend creating 1 CIL Task per Machine/Frequency.
  • The CIL workflow subject should be Machine.
    
    

How to build a new CIL flow - Basic Flow:

• By using image selects you can give the user simple choices at each step. 
• Add Conditional Elements to move the User to another part of the flow based on their selection.
  
• You can include Task Content and Images as guidance like Duration, Tools, Safety and Tips on how to complete a task.
  
  

How to build a new CIL flow - with Sections & Links

• By adding sections it makes the task easier to navigate for the user and can be used to group steps like Clean, Inspect & Lubricate. 

• Links to Videos and URL’s can be included for more guidance.

How to build a new CIL flow - including Subtasks & Guides

• You can link the steps to pre-built Guides.

• To simplify the flow build, you can include Subtasks (Tasks that are created as standalones and can be added to multiple flows)

Scheduling & Triggers- for CILs

• You can create Triggers for tasks. This will ensure that users are notified of conditions, changes and actions.

•  You can assign Schedules to ensure that the users are notified of when the task should be completed on their App To Do List.