Update a shift report - j5 - 28.0 - Help - Hexagon PPM

j5 Shift Operations Management Help

Language
English (United States)
Product
j5
Search by Category
Help
j5 Version
2019

The following is an example of a shift report template that incorporates many of the common shift report features. This example shift report includes:

  • A Shift Information section for the general information

  • An Attachment(s) section with a comment box for each attachment

  • A Health and Safety comment section

  • A Key Plant / Asset Status section for the status of key assets

  • A Shift Crew section

  • The Operations Logs, Operator Rounds, Work Instructions, and Standing Orders imported sections. These display operational entries that have been created during the shift, and any entries from past shifts that are still open.

  • A Checklist section

The active shift crew enters information on the shift report over the course of the shift. For example, the shift crew could:

  • Enter a shift summary in the Summary box. The Summary box provides text formatting options.

  • Attach images and documents relevant to the shift in the Attachment(s) section. To attach a file, drag the file into the Drop files here box, or click [...] to browse to the file. To add more files, click + at the bottom left of the section.

  • Enter health and safety information in the Health and Safety box. The Health and Safety box provides text formatting options.

  • Enter Target and Actual values for the KPIs.

  • Enter Key Plant / Asset Status information and select the asset Status from a list. To add additional assets, click + at the bottom left of the section.

  • Select Shift Crew members, their position, and their attendance status from lists. Type into the option list boxes to filter the list options. To add more shift crew members, click + at the bottom left of the section.

  • View imported data from other j5 Applications such as imported Operations Logs, Operator Rounds, Work Instructions, and Standing Orders. To view or edit an entry in its associated application, click on the left of the entry‚Äôs summary. To add new entries to the relevant applications, click + on the bottom left of each import section.

    • Operations Logs - Displays the operations logbook entry summaries for the current shift.

    • Operator Rounds - Displays the operator round summaries for the current shift.

    • Work Instructions - Displays the work instruction summaries for the current shift.

    • Standing Orders - Displays the standing orders issued or changed in the past week with the order text and the assigned user groups.

  • Complete the Checklist. The checklist ensures that a consistent process is followed during the shift handover, and relevant issues are covered.