Each shift handover configuration has an associated shift report template. These are IndustraForm templates created and edited in the j5 IndustraForm Designer. The process of configuring and designing shift reports, and completing shift handovers, is shown in the following diagram:
In order to configure a shift handover, create a shift handover configuration in the j5 IndustraForm Designer. The j5 IndustraForm Designer automatically creates a new blank shift report template linked to the shift handover configuration. When the shift report template is ready for use, enable the shift handover configuration.
When the shift handover configuration has been enabled, the j5 Operations Management System creates a shift report according to the details specified on the configuration. The active shift crew updates the shift report over the course of the shift. When the shift handover is open for approval, the outgoing and incoming crew perform the shift handover. When the shift report has been submitted and approved, the j5 Operations Management System exports and emails a shift report PDF to the interested stakeholders, and creates a new shift report for the next shift.
eLearning is available for this topic. Check it out here: j5 Shift Handover | Configuration