Schedule and release rounds via the j5 Web Client - 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

In order to create, schedule, and release an operator round plan on the j5 Web Client:

  1. Click Operations in the navigation bar and select Operator Rounds Planning. The Operator Rounds Planning module opens.

  2. Click Add . The Adding window opens.

  3. Adjust the operator round’s description and schedule so that they meet requirements. The Title box is required. The configured title appears in the Operator Rounds list view. For information on how to schedule an operator round, refer to Schedule types.

    If the Round Type you want isn't available, refer to Configure operator round types.

  4. Assign the round to either a user group or profile using the Assigned To drop down. The list shows groups first then profiles, note that the profiles available are determined by the selected area.

  5. Click Save

  6. Click Upload Tasks Spreadsheet. The Upload Tasks Spreadsheet dialog box appears.

  7. Click Choose File.

  8. Navigate to the tasks spreadsheet you want, select the spreadsheet, and click Open.

  9. Click Confirm. This creates the operator round template, which is an IndustraForm template. The filename of the uploaded spreadsheet is shown below the Download Tasks Spreadsheet button.

    filename

  10. If the uploaded tasks spreadsheet references a static file, click Upload Static File.

    If the static file has been previously uploaded to the operator round’s area or a parent area, you don’t need to upload the static file again. The operator round references the previously uploaded static file. If the static file has been previously uploaded to the operator round’s area, the uploaded static file is updated when a static file with the same name and file type is uploaded.

  11. Click Preview to preview the operator round template. The operator round template opens in a separate browser window.

  12. If required, adjust the operator round template design in the tasks spreadsheet and reimport.

  13. When you are satisfied the operator round template meets your needs, click Release Round.