Adding an Additional Work Step

Insert a work step not provided for in the process into the job's checklist — with a justification in the job log.

If, when taking over the job, a work step arises that has not been taken into account in the process so far, you add it.

Prerequisites

The insertion point must lie within your area of responsibility (lane).

Context

You should always provide detailed reasons for the additional work step as a message in the job log.

The additional work step is inserted before the next work step in the job’s checklist. Your profile photo is displayed.

How to proceed

1. To add an additional work step, select Add Step in the submenu on the right.

   The Add Step dialog appears. A note indicates the insertion position.

2. In the Add Step dialog, enter a name for the work step that is as meaningful as possible.

3. If you do not want to carry out the work step immediately, deactivate the Start Step checkbox.

4. Click Add.

   The additional work step is added at the specified insertion point.

5. At the bottom of the job log, enter the justification for the additional work step as a message.