Schedule and release rounds using the j5 IndustraForm Designer - j5 - 28.0 - Administration & Configuration - Hexagon PPM

j5 Operator Rounds Configuration

Administration & Configuration

In order to create and schedule an operator round plan in the j5 IndustraForm Designer:

  1. Select the Operator Rounds scope.

  2. Right-click an area node and select New Operator Rounds Plan.

    The New Operator Rounds Plan dialog box appears.

  3. Name the new operator round plan and click Confirm.

    The Operator Rounds Planning - Adding window opens.

  4. 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.

  5. Click Save

In order to import the tasks spreadsheet design:

  1. Right-click the operator round plan in the navigation pane and select Import from Tasks Spreadsheet.

  2. Navigate to the tasks spreadsheet you want, select the spreadsheet, and click Open. The operator round design appears in the IndustraForm Editor.

  3. If the tasks spreadsheet references a static file, right-click the operator round’s area or a parent area node and select Upload Static File.

  4. Click preview to preview the operator round template.

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

In order to release the operator round:

  1. When you are satisfied that the operator round template meets your needs, right-click the operator round plan in the navigation pane and select View Operator Rounds Plan.

  2. Click Release Round.