Test and adjust the operator round template - j5 - 28.0 - Administration & Configuration - Hexagon PPM

j5 Operator Rounds Help

Language
English (United States)
Product
j5
Search by Category
Administration & Configuration
j5 Version
2019

When you are satisfied that the tasks spreadsheet contains all the information the operator round requires, import the tasks spreadsheet into j5 (refer to Schedule and release round for more information).

Preview and test the operator round template to ensure that the template meets requirements. You can open task groups and enter data in the preview window. You can also test the carry-over function by closing the preview window (which simulates creating the next operator round) and then opening the preview window again.

A tasks spreadsheet can be reused to create additional operator rounds. Therefore, you should correct any mistakes on the tasks spreadsheet, so they aren’t copied into future operator round templates. When the mistakes are corrected, you should reimport and test the edited tasks spreadsheet until it meets the requirements of the operator round.

Changes made to an operator rounds template in the j5 IndustaForm Designer can't be downloaded in a tasks spreadsheet. When you download the tasks spreadsheet, the original tasks spreadsheet (the one that was uploaded) is downloaded without any of the changes.

When you are satisfied that the operator round template and the round plan meets requirements for the operator round, save your changes and release the work.