Common customizations to the Default Form - j5 - 28.0 - Administration & Configuration - Hexagon

j5 Shift Operations Management Configuration
ft:locale
en-US
Product
j5
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Administration & Configuration
j5 Version
2019

Fields can be removed from and added to the default form as required. Additionally, the layout and cell sizes can be adjusted to best suit your needs.

  • To remove fields, see Remove fields

    The following fields are necessary for each operations logbook entry to be recorded clearly and effectively. These fields should be present in all operations logbook form designs.

    • Category - Displays the category of the event.

    • Area - Displays the area information of the event.

    • Description - Displays the description of the event.

    • Event Time - Displays the date and time the event occurred.

    • Status - Displays the state of the event.

    • Add to Handover Report - When this checkbox is selected, the operations logbook entry is imported into the relevant shift handover reports.

    The other fields can be removed without causing any complications.

  • To add fields, see Add fields

    To add new fields to the default form:

    1. Create a new row where you want the field (right-click a row number and select Insert New Row Above… or Insert New Row Below…).

    2. Merge the cells together as required.

    3. Enter a label for your field (select a cell, type the label, and press ENTER).

    4. Select an input type from the Type option list on the Properties tab.

    If you want the new field to be displayed on the j5 Mobile application:

    1. Right-click the new input field, and select Add to Mobile Layout. This adds the label and input field to the bottom on the mobile layout.

    2. Select the Sections tab, and select Mobile Layout in the toolbar. This opens the Mobile Layout window.

    3. Drag the new field into the position you want it.

    The Notes section is a repeating section which allows multiple notes to be added. Additional fields are not required for multiple notes to be added.

  • To adjust cell sizes, see Cell sizes

    To increase the size of a cell, merge the surrounding cells into the cell.

    Cells can be resized by unmerging and then merging a different collection of cells.

Replace default fields

If some of the default fields are removed and you want to replace them with their preconfigured settings, see Place default fields

  1. Right-click a cell, and select Place Default Field. The default field options appear in a neighboring shortcut menu.

    The operations logbook Place Default Field shortcut menu option is only available in the Operations Logbook scope.

  2. Select the default field you want. The field appears in the selected cell.

    The recommended default input fields are marked with an asterisk [*]. These fields display the key information about the operational event.

    Each default input field has its default configuration settings attached:

    • AddToHandover[*] provides a checkbox. When the check box is selected, the operations logbook entry is imported into the relevant shift handover entries.

    • Area [*] provides a Hierarchy Select input type connected to the Operational Areas data store.

    • Attachments provides an Attachment input type.

    • Category [*] provides a Hierarchy Select input type connected to the Operations Logbook Categories configuration table.

    • ClosedByUser displays the name of the user who closed the entry (selected the Closed status) (read-only).

    • CreatedByGroup displays the user rights group of the user who created the entry (read-only).

    • CreatedByUser displays the name of the user who created the entry (read-only).

    • Equipment provides a button to access the Asset Selector.

    • EventTime [*] provides a user-entered Date & Time input type.

    • LastModified displays the time the entry was last edited (read-only).

    • Message [*] provides a Rich Text input type for the event description.

    • NumNotes displays the number of notes added to the entry in the Operations Logbook list view.

    • Priority provides a Choice input type with the priority options preconfigured.

    • Status [*] provides a Choice input type with the status options preconfigured.

    • TimeClosed displays the time the entry was closed (read-only).

    • TimeCreated displays the time the entry was created (read-only).

  3. Merge cells together as required for larger input fields. A Rich Text input box requires a large merged cell for optimal display.

  4. Give each input field a label.