SmartFlag Setup

Set up LUnits (Facility, Plant, etc.)

Set up any picklists you will need for the project.

Note: If you are going to use the Location Description Builder, you cannot have any blank spaces in your REN or SUBREN names. For instance, PMP32 cannot be shown as PMP 32.

Chemicals and Streams

Manage Porches

a. Turn on QC Porches

b. Input people for Alerts

c. Process and clear Porches

Set up Techs

a. Mark as Technician: This will enable you to check out data or tours.

b. Suggesters (Required): This will require someone else APPROVE their entries.

c. Approvers: If you want their entries to go straight into Chateau.

Select Chateau Mobile Fields: What properties will be recorded when a component is documented?

• Note: “Flag” field is required.

Select Flag Properties: What properties will be associated with the Flag and assigned to the associated components automatically?

a. If you want to use the Location Description field to help identify and locate where you hang the Flags, you should make Location Description a Flag Property. Of course, this will assign that Location Description to all of the associated components on that Flag, but it will be easy for you to edit this Location Description (and make it specific for each component) when you document the individual components.

Get the tag numbers from the target Unit into the SmartFlag grid on Chateau Mobile.

Note: If you want the old tags from the LUnit to download to Chateau Mobile, do this:

a. Open Chateau Mobile.

b. Create a Flag for that LUnit.

c. Assign it to that LUnit.

d. Leave all the other fields blank.

e. Check in.

f. Open the SmartFlag grid and assign this flag to a tech.

g. Check out this flag.

h. All current tags will be transferred to Chateau Mobile.

i. Then you can begin building your Flags and even documenting. When you do, you will be able to match your components to the existing tag numbers, where possible.