Make a new version of a shift report template live - j5 - 28.0 - Administration & Configuration - Hexagon

j5 Shift Operations Management Configuration

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English
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j5
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Administration & Configuration
j5 Version
2019

To edit a shift report template that has been made live and is attached to an enabled shift handover configuration:

  1. Make the edits on the shift report template in the j5 IndustraForm Designer.

  2. Preview your edits.

  3. When you are satisfied with your changes, click

The new live version of the template is not automatically applied to the current shift report in the j5 Shift Handover application. The new version of the template is used from the next shift report onwards.

In order for the current shift report to use the new version, the shift report needs to be recreated. The Force Handover Recreation button causes the current shift report to be rebuilt using the latest version of the shift report template. A new shift handover entry replaces the "current" entry with the same shift date, start time and name as the entry it is replacing. Any report data configured to carry over is carried over from the previously completed shift report to the newly created shift report.

To replace the current shift report with the latest version of the template:

  1. Right-click the shift handover configuration in the navigation pane and select View Handover Config.

  2. Click Force Handover Recreation in the Shift Handover Configuration window.

  3. Close the window.