Process overview - j5 - 28.0 - Help - Hexagon PPM

j5 Shift Operations Management Help

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English (United States)
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j5
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j5 Version
2019

Shift Handover process overview

  1. Manage operations

    • Morning shift crew manages operations

    • Crew updates the shift report over the course of the shift

    • Imported logbook and external data are automatically added to the shift report

  2. Start of the approval window

    • Shift handovers can only take place in the approval window

    • Shift report is marked as Open for Approval

    • Start Handover button appears at the top of the shift report

  3. Start handover

    • Morning shift crew clicks the Start Handover button

    • Imported logbook and external data are refreshed on the shift report

  4. Review and submit

    • Morning shift crew confirms the information is complete and correct

  5. Review and approve

    • Afternoon shift crew acknowledge they understand the events detailed in the report

    • Shift report is marked as Complete when all approvers have approved

    • Shift report PDF is emailed to the interested stakeholders

    • Shift report PDF is archived and available for anyone to see

    • Next shift report is automatically created for the new shift

  6. End of the approval window

    • If the shift handover is not complete before this point, the shift handover is marked as Not Approved and the next shift report is automatically created.

  7. Manage operations

    • Afternoon shift crew manages operations

    • Crew updates the new shift report over the course of the shift