About the Web Application Screens

Compliance Dashboard

The Compliance Dashboard summarizes an operator’s findings from their rounds, verifying adherence to operational procedures, schedules, and tasks, while confirming no significant issues are encountered. For more details, see Compliance Reports.

Exceptions Dashboard

The Exceptions Dashboard summarizes deviations from standard procedures or unexpected findings during rounds, highlighting anomalies like faulty equipment, safety hazards, or missing data. It helps identify and manage issues that could impact operational efficiency, safety, or compliance. For more details, see Monitor Anomalies Using the Exceptions Dashboard.

Custom Dashboard

The Custom Dashboard gives an overview of rounds and asset health. You can tailor your experience by configuring widgets on the dashboard, optimizing your view for improved task monitoring and efficient data analysis. You can download or export widgets effortlessly in PDF and Excel formats or share them via email.

Operator Productivity Dashboard

The Operator Productivity Dashboard gives supervisors a comprehensive view of operator and group performance reports — from round completion to issues raised. Built-in drill-down and time-based filters help uncover trends, gaps, or top performers.

Reports

Reports provide insights into task compliance, exceptions, and overall team performance, aiding in strategic improvements. You can effortlessly configure Task Compliance Reports, ensuring easy downloads for audit submissions. You can gain vital insights by querying comprehensive reports on exceptions, aiding you in monitoring tasks and asset health. Stay ahead with the Comprehensive Rounds Report, enabling supervisors to monitor, improve, and track team performance efficiently for enhanced operational control.

Round Plans

Round Plans screen lists the round plans that are in the Draft and Published statuses. Displays total number of plans on the top right. You can sort round plans by Status, Plant, Last Published By, Last Published, and Created By and filter by Plant and Unit. When you select a round plan, you can view the summary on the right side. You can also Create, Search, Edit, Copy, Archive, and Export round plans from this section.

Scheduler

Scheduler helps Round Planners/Supervisors schedule and assign the published round plans to operators. This section consists of two tabs: Plans and Rounds.

• Plans: This tab lists all the published rounds that are either scheduled or unscheduled. You can filter plans by selecting All, Scheduled, or Unscheduled options at the top of the list. The scheduled round plans allow you to view schedule details, modify schedule, and view rounds. You can also search and filter published round plans by Plant and Unit.
• Rounds: This tab lists the scheduled rounds that are in Open, In-Progress, and Completed status. Rounds that are assigned to the operators and later unassigned are displayed with a partly open status. You can view rounds, round details, and plans. You can also search and filter scheduled rounds by Plant and Unit.

Observations

Observations help Round Planners/Supervisors to monitor the status of issues and follow ups for the issues. You can view Open Issues and Open Actions, categorized by priority and status in a graphical format and filter actions and issues by Plant and Unit. This section consists of two tabs: Issues and Actions.

• Issues: lists all the issues reported by Operators.
• Actions: lists all the follow-up actions raised by the Operators. You can search and filter Issues and Actions by:
  • Location – Search by Location ID or Name to find and select the required location.
  • Asset – Search by Asset ID or Name to find and select the required asset.
  • Priority – Filter based on the urgency of the Issue or Action.
  • Category – Filter by the category associated with the Issue or Action
  • Due Date – Filter Issues or Actions based on the due date
  • Raised By – Filter based on the user who raised the Issue or Action.
  • Raised On – Filter by the date on which the Issue or Action was raised.
  • Assigned To – Filter based on the user to whom the Issue or Action is assigned.

Archived

Archived lists all archived rounds plans and round templates. It allows Round Planners/Supervisors to restore or permanently delete the archived round plans or round templates. The list can be sorted by Plant, Archived, and Last Published. You can search archived round plans and filter plans by Plant, Unit, Status, Modified By, Authored By, and Plant.

Templates

Templates allows Supervisors/Round Planners to create a round template, which can be used to create round plans from pre-designed templates. It includes sections and tasks for asset identification, maintenance schedules, inspections.

Templates Screen contains two tabs:

• Local Templates: Templates that belong to your plant. You can only view and manage the Local Templates that belong to your plant.
• Global Templates: Templates that are plant-independent and can be reused across multiple plants. This tab is visible only to users with the required roles and permissions; depending on your access, you can create, edit, publish, and archive Global Templates, or view them with read-only access.

The Template section lists all the round templates in either Draft or Ready status. You can search Local Templates and filter them by Plant and Unit.

Shift Handover

Shift Handover helps generate a comprehensive shift handover report with observations, logs, notes, and comments with ease. You can view the list of shift reports, search, and filter them by Plants and Unit.