Schedule and release rounds using the j5 Operations Management System - j5 - 28.0 - Administration & Configuration - Hexagon PPM

j5 Operator Rounds Configuration

Administration & Configuration

In order to create, schedule, and release an operator round plan in the j5 Operations Management System:

  1. Click Operations in the navigation bar and select Operator Rounds Planning. The Operator Rounds Planning module opens.

  2. Click Add . The Adding window opens.

  3. Adjust the operator round’s description and schedule so that they meet requirements. The Title box is required. The configured title appears in the j5 Operator Rounds list view.

  4. Click Save

  5. Click Upload Tasks Spreadsheet. The Upload Tasks Spreadsheet dialog box appears.

  6. Click Choose File.

  7. Navigate to the tasks spreadsheet you want, select the spreadsheet, and click Open.

  8. Click Confirm. This creates the operator round template, which is an IndustraForm template.

  9. If the uploaded tasks spreadsheet references a static file, click Upload Static File.

    If the static file has been previously uploaded to the operator round’s area or a parent area, you don’t need to upload the static file again. The operator round references the previously uploaded static file. If the static file has been previously uploaded to the operator round’s area, the uploaded static file is updated when a static file with the same name and file type is uploaded.

  10. Click Preview to preview the operator round template. The operator round template opens in a separate browser window.

  11. If required, adjust the operator round template design in the tasks spreadsheet and reimport.

  12. When you are satisfied the operator round template meets your needs, click Release Round.