To create a shift handover configuration:
-
Click Add
-
Enter the relevant information for the shift handover.
-
Select a Main IndustraForm. This IndustraForm template is used for the shift report. IndustraForm templates are configured in the j5 IndustraForm Designer.
-
When no main IndustraForm is selected, the legacy shift handover interface and process is used.
-
The Outgoing Approval? and Incoming Approval? configuration fields are used for the legacy shift handover process. Approvals for the IndustraForm-driven shift handovers are configured on the linked IndustraForm in the j5 IndustraForm Designer.
-
The Handover Form Template (Legacy), Shift Reports, and Report Tags tabs become editable when a legacy shift handover configuration is saved.
-
We recommend that you use IndustraForm-driven shift handovers (select a main IndustraForm) when you want to import tag data into your shift report rather than using the legacy Report Tags tab because the Report Tags tab uses older technology.
-
-
Click Save
When you are satisfied the shift handover configuration meets the requirements, enable the configuration.