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
- 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.
- Choose Setup > Gates. The Gates Setup log opens.
- 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.
- 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.
- In the Settings tab, define phases and gates conditions.
- In the Schedule tab, you can schedule regular gates.