#j5.Section.RoundTasks: - j5 - 28.0 - Administration & Configuration - Hexagon PPM

j5 Operator Rounds Configuration

Administration & Configuration

This section contains the task groups, tasks, and their associated information (for example, units of measurement, min and max values for a task, and so on).


  • Level columns - Determine the section and subsection task groups. The level1 task groups are displayed between the Round Overview and Round Completion sections when the entry is opened. The further level subsection task groups are displayed as a list under their top-level task group header bar.

Task group levels in tasks spreadsheet and on j5 Mobile

  • Report Order - Determines the order of the operator round’s sections in its PDF report.

  • Barcode Tag - Allows the entry of equipment barcode numbers. When these barcodes are scanned, they navigate to and highlight the associated operator round task for the equipment reading.

Open a task with a barcode

  • Identifier - Determines the cell name for each task. These are not visible in the user interface and are only used for internal cell identification. If an identifier isn’t defined in the tasks spreadsheet, the j5 software gives the task’s cell a unique name when imported into the j5 Operations Management System or j5 IndustraForm Designer.

    Identifiers defined in a tasks spreadsheet are helpful when you want to use the task’s input value in a calculation. When defining identifiers, we recommend that each identifier is an abbreviation of the associated task or is the associated equipment’s identifying code. Identifiers that start with a number automatically have a V_ inserted in front (see image below) when you import a tasks spreadsheet into the j5 IndustraForm Designer. This is to avoid errors when these cell names are used as variables in formulas.

Identifiers that start with a number

  • Label - Determines the label for each task. This is required for every task.

  • UoM - Determines the unit of measurement for each task.

  • Type - Determines the task’s input type. This is required for every task.

Label, UoM, and Type

  • Control Min and Control Max - Determine the limits of the normal operating values for number and integer type tasks. The normal operating value limits for each task are displayed under the input box. If an entered value exceeds the configured control limits, the software raises a flag.

Control Min and Control Max values

  • Control Flag Message - These messages are displayed below their task’s input box when a flag is raised.

  • Design Min and Design Max - Determines the valid limits of the operating values for number and integer type tasks. The task’s associated equipment item is not capable of creating values beyond these limits. If an entered value exceeds the configured design limit, the software marks the value as invalid. An operator round cannot be submitted when there is an invalid value.

Design Min and Design Max values

  • Required - Determines whether the associated task is required for the operator round’s completion. Required task labels are dark orange and are marked with an asterisk (*).

  • Show No Reading Available - Determines whether there is a No Reading Available check box available in each task’s info screen. This column can be left blank (the checkbox is available) or can be set to No.

  • Carry-Over - Determines whether entered values are automatically copied from one operator round to the next. The carry-over setting can either be Yes, No, or Manual. The Manual carry-over displays the previously entered text below the cell as hint text. To accept the previous value as accurate for the current operator round, click the check mark on the right side of the box. Otherwise, enter the new value.

Manual carry-over

  • Options List - Determines what options populate the choice task lists. This column references option lists on the Choice Options tab.

  • Read from Tag Name - The task reads and displays the data from the specified tag when a tag name is entered.

  • Write to Tag Name - The task sends the entered data to the specified tag when a tag name is entered.

If a tag name is entered into both columns for a task, an error dialog will appear when the tasks spreadsheet is uploaded. One of the tag names will need to be removed in order to successfully upload the tasks spreadsheet.

  • Compare with Tag Name - Allows you to compare an instrument reading with its associated tag reading. This column creates an input box for the operator’s reading, a read-only box that displays the tag’s value, and the date and time that the input box was last edited. Enter the tag identifier in this column.

  • Compare with Tag Delta Limit - The j5 software raises a flag when the difference between the operator’s reading and the tag value is greater than tag delta limit set in this column.

Compare operator’s reading and tag value

  • Number Decimal - Determines the number of decimal places displayed for the tag readings.

  • Trend Days - Determines whether a task’s trend history is displayed. The trend history is displayed in a trendline next to the task’s input box and in a trend chart in the task’s info screen. Entered values enable the trend display and configure the number of days displayed.

  • Visibility Condition - Determines the associated task’s visibility with a formula. For example, when a task’s value is greater than or less than a certain point, it may be necessary to collect additional information. Tasks can be configured to only display if a previous task’s value triggers their visibility.

    The examples given on the Operator Round - HydroCracker tab in the sample tasks spreadsheet are:

    • The Axial Comp Inlet Temp T2 task is only displayed when the DCS control mode is selected. Condition: ControlMode = "DCS" (ControlMode is the Control Mode’s task identifier)