Use automation to create standard tasks

Set up an automation to create a standard task that is directly related to the Industrial Guided Task (IGT) that triggered the standard task.

Before you begin

Make sure you published a standard.

Role required: sn_icw_igt.standard_author

About this task

The automation action belongs to the Action Category called Guided Task Automation, which is linked to the Assessment Template Category named Industrial Guided Task. Therefore, any assessment template created in the Industrial Guided Task category can access this automation action.

Procedure

1. Navigate to Standards hub > Standards.
2. Open the standard for which you want to configure the automation.
3. Select Advanced configuration.
   You’re in the Smart Assessment Workspace.
4. Provide the name and description for the new automation.
5. Select Create.
6. Select Add standalone action set.
7. Select the existing then action set.
8. For the field Action type, select Create standard task for Automation.
9. On the Set actions form, fill in the fields.
   For a description of the field values, see Standard automation task form.
10. Select Close.
11. Select Activate.
12. Select the option I understand the automation will no longer be editable and then select Activate.