Schedule and release rounds via the j5 Web Client - j5 - 28.0 - Help - Hexagon

j5 Operator Rounds Help

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  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 settings.

    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 user profile using the Assigned To option list (the user groups appear at the top of the list, followed by the user profiles). The selected group should complete the operator rounds created by this plan.

    The selected areas determine what user profiles are available in the Assigned To list.

  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 file name of the uploaded spreadsheet is shown below the Download Tasks Spreadsheet button.

  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 re-import.

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