You can create a gates setup in shell templates, and in individual shells. There can be one setup per shell instance.
To create a new gates setup
1 | Do one of the following: |
• | To create the setup in a shell type template, go to the Company Workspace tab and switch to Admin mode. Click Templates > Shells in the left Navigator. Open the shell template. |
• | To create the setup in a shell instance, go to the Company Workspace tab and switch to Admin mode. Click Company Sponsored Shells in the left Navigator. Open the shell instance. |
2 | Choose Setup > Gates. The Gates Setup log opens. |
3 | Click New. The gate setup is created automatically. Double-click the setup, or select from the list and click Open. The Gates Setup window opens. There are three tabs: General, Settings, Schedule. |
4 | In the General tab, enter a Setup Name, which displays in the log, and an optional Description. At this point, Status is Inactive by default. |
5 | In the Settings tab, define phases and gates conditions. |
6 | In the Schedule tab, you can schedule regular gates. |
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