j5 Control of Work Help - j5

PPMProduct: j5
PPMCategory_custom: Help
Version_j5: 2019

Overview
Control of Work process overview
Application structure
CoW configuration modules
Common features
Module view and features
Schematic view
Schematic location
Roles to control workflow
Forms
Permits
Permits – Sample IndustraForm templates
Permits list view
Permits – Quick access filters
Add a permit
Permits - Assign roles
Permits - Workflow and statuses
Sublogs
Link to work orders
Isolations
Isolations – Sample IndustraForm templates
Isolations list view
Isolations – Quick access filters
Add an isolation
Isolations - Assign roles
Isolations - Link to a permit
Isolations - Workflow and statuses
Certificates
Certificates – Sample IndustraForm templates
Certificates list view
Add a certificate
Certificates - Assign roles
Certificates - Link to a permit
Certificates - Workflow and statuses
Risk Management
Risk Management – Sample IndustraForm templates
Add a risk management form
Statuses
Additional Forms
Add an additional form
Configuration
Configure types
Download the sample IndustraForm templates
Import templates
Make templates live
Configure schematics
Default module permissions
j5 Control of Work module permissions
j5 Control of Work configuration modules
Templates
Template features
Modify the templates
Common modifications
Add and edit labels and rows
Change input types
Make an input required
Trigger a notification email when a section is submitted
Create and edit roles
Assign roles to a section
Themes
Option Lists
New IndustraForm design
1. Ensure that the new form’s type has been configured
2. Configure a form for the category
3. Edit the IndustraForm template design
4. Make the form design live
Upgrade from j5 Permit to Work to j5 Control of Work
Support, Copyright, and Legal Information
Customer Support
Hexagon PPM Policy Against Software Piracy
Copyright Notice

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