Review Operator Checklist screen - HxGN EAM - Version 11.07.01 - Feature Briefs - Hexagon

HxGN EAM Operator Checklist

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English
Product
HxGN EAM
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Feature Briefs
HxGN EAM Version
11.7.1

The Review Operator Checklist screen offers similar attributes as the Operator Checklist screen, but on this screen, most fields are protected. The reviewer can see all operator checklists that require review or where the End Date/Time is filled in, which translates to seeing all operator checklists that do not have a system status unfinished.

The following important attributes on this screen are still unprotected:

  1. Status - System Codes status entity ‘OPST’. The user can change the status to ‘Complete’ to end the operator checklist process, which refreshes and clears the record off the screen. Once the status is at a system status of ‘Complete’, no other system status codes can be selected. For all other status codes, there is no constraint on the changes that can be applied. Note that all status changes are still subject to the settings of the Status Authorization Matrix.

    Multi-select status change can also be done on the list view by selecting multiple records and right clicking to change the status.

  2. Performed By - See Operator Checklist screen for details. This field has the same purpose on both screens. In a typical workflow process where a separate review is required, the Performed By signature will be placed on the Operator Checklist screen and therefore visibility is all that is required on the Review Operator Checklist screen. But if your workflow is different, it is also possible to place the Performed By signature on this screen instead.

  3. Reviewed By - See Operator Checklist screen for details. This field has the same purpose on both screens. In a typical workflow process where a separate review is required, the Reviewed By signature will be placed on this screen and therefore visibility is all that is required on the Operator Checklist screen. But if your workflow is different, it is also possible to place the Reviewed By signature on the Operator Checklist screen instead.

The Follow-up checkbox in the checklist grid is also available for update. The reviewer also has access to a variety of other actions like, associating documents, creating follow-up work orders, etc. All these functions behave like they do on the Checklist tab of the Work Order screen. For more details please review the HxGN EAM Checklist functional brief.