Operation

Steps: Planned operational tasks with predefined instructions. Read more about them here: Completing steps or plans.

Actions: Unplanned tasks added during execution. Read more here: Using actions.

Global Action Bar: Visual overview of the current active steps or actions. Read more about it here: Global Action Bar.

Title, status, and step code: Shows the step name, its current status (not started, in progress, or completed), and a unique code that links it to the plan.

Execution data: Displays when the step started and finished, along with the total duration of execution.

Step log: Tracks the progress of the step, including pauses and resumed activities.

Responsible role: Indicates which job role is assigned to execute or oversee the step.

Insights: Allows users to add or view insights related to the step. Read more about them here: Insights.

Inline actions: Represent unplanned actions added during a step, shown with their timestamps.

Comments: Enables users to provide detailed feedback or updates, which remain attached to the step for reference. Read more about them here: Comments.

Step attachments: Attach a document or file directly to a step. Read more about it here: Step attachments.

More menu: Let users jump directly from a step to its detailed entry in the Operation Log for deeper review. Read more here: Operation Log.

Instructions: Detailed guidelines describing how to perform the step.

Operational parameters: Reference values such as limits, targets, and units that guide safe and accurate execution.

Risks and mitigations: Lists potential hazards for the step and explains how to prevent or handle them.

Report backs: Input fields where assigned roles enter specific data requested for the step.

Parallel activities: Additional tasks that must be completed alongside the main step, shown with checkboxes to track progress.

Select a plan: Open the Plan Overview and choose the plan you want to work on by clicking its card or the expand button to view its details.

Navigate to the Operation tab: Once inside the plan details, click on the Operations Tab to display the full list of steps and actions for that plan.

Navigate to the running step: Identify the active step by checking its status and execution timestamps, or use the show live action option to jump directly to the running step.

Review the step content: Open the step to review the instructions for required actions, check the operational parameters for acceptable values and limits, verify any linked procedures for additional guidance, and read the risks and mitigations section to understand potential hazards and how to manage them.

Review the entire plan: Scroll through the Operations Tab to view past, current, and upcoming steps for full visibility of the plan.

Review inline actions: If a step is paused, open the Step log to check any inline actions that were added during the pause.

Monitor the action's progress: Keep track of the inline action’s progress in the Step log before resuming the main step.

Add an insight: Click the Insights icon on the step header to add insights that may help during execution.

Add a comment: Open the Comments section within the step to provide detailed feedback, updates, or clarifications related to the step.

Review existing comments and insights: Scroll through the Comments and Insights sections to see previous notes and ensure all relevant information is considered before proceeding.