Create a Gates Setup

You can create a gates setup in shell templates and in individual shells. There can be one setup per shell instance.

To create a 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. In the left Navigator, select Templates, and then select Shells. Open the shell template.
    • To create the setup in a shell instance, go to the Company Workspace tab and switch to Admin mode. In the left Navigator, select Company Sponsored Shells. Open the shell instance.
  2. In the left Navigator, select Setup, and then select 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, schedule regular gates, if applicable.

Last Published Wednesday, July 2, 2025