In this course, we explain how to configure the four modules that comprise j5 Shift Operations Management. These are j5 Operations Logbook, j5 Shift Handover, j5 Work Instructions, and j5 Standing Orders.
Configuration of these applications takes place largely in the j5 IndustraForm Designer, a Windows desktop application. This is introduced in Module 1.
In Modules 2-5, we consider how to configure each of the four applications.
While most configuration of these applications takes place from the j5 IndustraForm Designer, some configuration is performed from the j5 Web Client. This is indicated as you proceed through the course.
Configuration rights are required to configure j5 Shift Operations Management modules.
Permissions can be assigned by j5 users with the administrator rights profile.
Module 1: Configuration overview
Unit 1: Connect the j5 IndustraForm Designer
Unit 2: Scope selector
Unit 3: File types and functions
Unit 4: Sample IndustraForm templates
Module 2: Operations Logbook configuration
Unit 1: j5 Operations Logbook configuration
Unit 2: Default logbook forms
Unit 3: Configure a modified Default Form
Unit 4: Common customizations to the Default Form
Unit 5: Predefined message list
Unit 6: Create a new Default Form design
Unit 7: Configure operations logbook categories
Module 3: Shift Handover configuration
Unit 1: j5 Shift Handover configuration
Unit 2: Shift names and times
Unit 3: Create a shift handover configuration
Unit 4: Use a sample shift report template
Unit 5: Preview a shift report template design
Unit 6: Standard shift report template
Unit 7: Common modifications to the standard shift report template
Unit 8: Make the shift report template live
Unit 9: Enable the shift handover configuration
Unit 10: Edit a shift handover configuration
Unit 11: Shift handover configuration action buttons
Unit 12: Advanced shift report template
Unit 13: Shift crew
Unit 14: Key shift events
Unit 15: Process information
Unit 16: Common modifications to the advanced shift report templates
Unit 17: Make the shift report template live
Unit 18: Enable the shift handover configuration
Unit 19: Make a new version of a shift report template live
Module 4: Work Instructions Configuration
Unit 1: j5 Work Instructions configuration
Unit 2: Work Planning features
Unit 3: Create a work plan
Unit 4: Create a work plan with a specialized IndustraForm
Unit 5: Create a work plan template
Unit 6: Work categories
Unit 7: Scheduled work instructions
Unit 8: Design a work instruction template
Unit 9: Preview the template’s design
Unit 10: Release the work instruction
Unit 11: Scheduled work instructions on the built-in work instruction form
Unit 12: Work Instructions forms
Unit 13: Default Forms
Unit 14: Configure a modified Default Form
Unit 15: New Topic (119)
Unit 16: Remove fields
Unit 17: Add fields
Unit 18: Cell sizes
Unit 19: Link predefined message lists
Unit 20: Create a new Default Form design
Unit 21: Specialized forms
Module 5: Standing Orders Configuration
Unit 1: Create and activate a standing order
Unit 2: Deactivate a standing order