Tasks spreadsheet features - j5 - 28.0 - Administration & Configuration - Hexagon PPM

j5 Operator Rounds Configuration

PPMProduct
j5
PPMCategory_custom
Administration & Configuration
Version_j5
2019

All tasks spreadsheets need to include certain tags and layout features in order to create usable operator round templates after they are imported into the j5 Operations Management System or j5 IndustraForm Designer. In this section, we look at the features and structures used in the sample tasks spreadsheet and give extra attention to features that need to be present in all tasks spreadsheets.

In order to take a detailed look at the features over the course of this section, open the sample tasks spreadsheet in a spreadsheet editor.

Tasks spreadsheet

The sample tasks spreadsheet has multiple tabs. The Operator Round - HydroCracker tab displays the operator round information while the other tabs (Choice Options, Units of Measure, Approvals, j5 Designer Options, and Schedule Examples) provide the information to populate the various lists in the operator round tab and in the final operator round template.

Tasks spreadsheet tabs

The names of the tabs do not affect their function. Tabs can be renamed to whatever is most useful.

The Operator Round tab is divided into five main sections, namely #j5.Round:, #j5.Section.HeaderFields:, #j5.Round.Approvals:, j5.Round.Permissions.CanCancel:, and #j5.Section.RoundTasks:. These # headings allow the j5 System to interpret the information in each section when imported into the j5 Operations Management System or the j5 IndustraForm Designer.