OPEREX Help
This is where you find out how to do something in OPEREX: a concrete task, numbered steps, and what to do when you get stuck.
If you are after the professional background instead — what a standard requires, what a method means — that lives in the Knowledge Base. Help describes the product; the Knowledge Base describes the profession.
128 articles · 5/6 modules live
Shift log
Using the diary
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- Fill in the diary data points
- Upload a photo in the diary
- Browse and export photos
- Dictation in the diary
- Managing photos — what changes what
- Acknowledge a management order
- Record into a rolling data series
- Report a task's status
- Log an event in the diary
- Field report by QR label (no login)
- Opening a work order request from an event
- Public (resident) reporting page
- Log maintenance work in the diary
- Record the operating mode in the diary (availability)
- Record the roster and attendance
- View closed diaries and the PDF
- Campaign start-up add-in overview
- Campaigns: production plan, approval and timeline
- Campaign phases: stepping, gate signatures and interruptions
- Campaign startup checklist: base checklist, templates, item library
- Completing a campaign startup checklist: tick, measure, N/A, undo
- Campaign training item: who takes which exam
- Diary at startup: the campaign plant's diary
- Campaign progress and the Plant status block
- Campaign PDF: record, snapshot and verification
Instructions and tasks
Maintenance
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- QR label, scanning and the mobile work-order list
- Correcting a runtime reading and replacing a meter
- Configure the maintenance policy
- Record and total work order costs
- What is due in the coming weeks: the due-date calendar
- The PM compliance report and export
- Failures and restoration time per asset: the dashboard tile
- Load the functional-location tree from Excel
- Close the event after its work order is closed
Reports and export
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- Move an event to another site, and the “Awaiting classification” report
- Issue a task from an event
- Tasks report and status summary
- Maintenance work report
- Issued instructions report
- Datapoint report and export (CSV/Excel)
- Build the report template (the diary PDF)
- Set the PDF report recipients
- Translation add-in — the log and report in another language
Settings
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- Customizing the home page
- The public sign-in page
- Basics: sites, plants and who sees what
- Create a site and grant access
- Manage sites and plants
- Set up the shift schedule
- A separate shift schedule per site
- Edit the diary elements
- Managing shared lists
- Functional locations master list
- Manage event types and subcategories
- Set up photos: box, count, PDF setting and permissions
- Set the rules and reasons for closing events
- Manage the roster (staff list)
- Employees: one person, one record — pairing
- Campaign settings: gates, stepping and campaign plants
- Custom roles and the permission matrix
- Delegated rights without full admin
- Subscription and plan
- Add-ins — overview and requesting activation
- Set up a rolling data series
- Load history into a data series
Operations analytics
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- Turn on availability tracking
- Classify operating modes (the classification queue)
- Build a dashboard view from tiles
- Create a calculated metric (ratio, specific value, formula)
- Compose and save an export (CSV / Excel)
- Schedule a report (PDF by email)
- What does an external recipient get in a scheduled report?
- Break permits down by two dimensions: the permit report and drill-down
- How many permits were open at once? The concurrency page
- Permit metrics on the dashboard: the recipe and the permit breakdown tile
- Campaigns in Analytics: plan vs. actual, burn-up, batch list
- The full picture of one company or person: the company and person card
- Event metrics and the Event list tile
Shift planner
No help has been written for this module yet.
Work permits
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- One-off and standing (instruction-based) permits
- Issuing, handing over and closing a permit
- Photos and notes on the permit
- Creating and approving a risk assessment (step 0)
- Starting a permit from a risk assessment
- Preparation tasks and permit conditions in the shift diary
- Recording certificates, isolation points and gas tests
- Printing and PDF: the paper on site
- Work permit — paper check and evidence
- Exporting permits: columns, grain, filters and saved templates
- Many permits as PDFs in one ZIP: the PDF package
- Installing, copying and editing work permit templates
- Editing the risk assessment template
- Setting the policy gates for the company and per site
- Setting up permit numbering
- Person register: workers, issuers and their documents
- Link older names and company names to the register
- Rolling out the risk assessment in your organisation
- When a work permit does not work the way you expected
Training
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- Courses and learning material: versions, Markdown, video, PDF
- Question bank: pools, question editor, JSON / Excel import and export
- Exams: settings, taking an exam on mobile, supervised exams, results
- Assignments: who takes what, by when — self-paced window or session, notifications
- Practical assessment and certificate
- Internal employees' PTW documents in Training