CPM Staff Tutorials

Creating Generic Pilot Smartsheet

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Generic Pilot Template

1.  Open the Smartsheet application.

2. Click the arrow to the left of 'Workspaces' to view/hide categories and select 'Pilot Sheets'.

3.  Click the 'Template 2019-2020 Pilot Sheet' to open the sheet.

4. Click the 'Use Template' button.

5.  Type the name of the Pilot sheet in the 'Name your sheet' textbox.

Format:  Generic Pilot: (tech initials)(mm-dd-h:mm)

Example: Generic Pilot: (PZ)(10-21-01:20)

6.   Click the 'Save' button.

Update Permissions

1.  Click the 'Alerts & Actions' and select 'Alert Someone'.

2.  Click the 'X' in the upper right corner to Exit .

3.  Click the Tools icon in the right corner.

4.  Under Automation Permissions, click 'Unrestricted'.

5.  Click 'OK'.

6.  Click 'X' in right corner to exit Automation.  You have completed creating a Generic Pilot sheet.  You can exit Smartsheets or create another Generic Pilot.

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