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Knowledge base
Builder
OnPlan Builder Overview
7
OnPlan Software Overview
Builder Data Structures
Useful Definitions
Mobile vs Fixed Plant OPTIONS
Mobile App and Dashboard Overview
View all 7
Getting Started in Builder
12
Login
Resetting your password
OnPlan Builder Home Page
Main Menu
Using the Builder Screen Search
View all 12
Guide to Structural Inspections
5
Structural Inspection Overview
Structural Inspection Key Features
Create Structural Inspection Detailed Process Flow
Structural Inspection Life-cycle Management Process
How to effectively use images to enhance Structural Inspection map reporting
Tips from the Team
8
WIN - Logical Task Flow
Guide to Operations and Naming
Operation Names (using verbs)
Torque Standards
Tools and Equipment Naming
View all 8
Library
Library Generic
5
Making a Model a template for copying
Copying a Task WIN in the library
Delete a model
Adding an image to a model
Creating Task WIN's
Equipment Models for Mobile
2
Create a new Model for mobile equipment
Creating a Mobile Task WIN document in the Library
Equipment Models for Fixed Plant
1
Create a new Model for Fixed Plant equipment
Assets
Assets Generic
6
Asset Overview
Searching for Assets
Finding Task WIN Documents associated to an asset
Search for WIN Documents
Assigning Multiple assets to a Task WIN
View all 6
Sites
5
Create a new Site
Edit Site Details
Template Options (For Document Output)
Content Mapping Hazards and PPE
Making a site inactive and deleting.
Mobile Equipment Assets
2
Create a new mobile equipment asset
Viewing and Connecting Task WIN's to a Mobile Asset
Fixed Plant Equipment Assets
3
Create a new Fixed Plant Asset
Edit a Fixed Plant Asset
Creating a WIN Task document for Fixed Plant assets
Task WIN (Documents)
Task WIN Documents
8
Process Flow - Create a New Task WIN (Document)
Task WIN Instruction Screen Navigation
Creating a New Task WIN Document
Create a copy (Clone) of an existing WIN Task
Editing a Task WIN Name
View all 8
Task WIN Header Details
11
Updating the Work Instruction Status
Adding a Procedure to a WIN
Adding a Skill/Resource to a WIN
Adding a Permit(s) to a WIN
Adding and removing a Hazard(s) to a WIN
View all 11
Task WIN Job Operations
11
Operation(s) Navigation
How to structure WIN Operations
Global Job Operations
Create a new Operation
Moving Operations
View all 11
Task WIN Job Step Details
8
Operation Job Step(s) Navigation
Adding Job Steps to Operations
Adding Advice to Job Steps
Adding Limits to Job Steps
Create a Structural Inspection Limit type to a Job Step
View all 8
Task WIN Document Work Flow
9
Assigning a Document Owner
Assigning a Document Reviewer
Red Pen Mark up a Task WIN Document
View and Approve a red pen mark up
View red pen markup comments
View all 9
Task WIN (Document) to Mobile App
3
Operations to Mobile App
Job Steps to Mobile App
Task WIN Header Details to Mobile App
Outputting WIN Document
2
Process Flow - WIN Document Output to MS Word
Build Document(s) and Output
Utilities
2
Document Importer
Bulk Image/File Uploader
Strategy
OnPlan Strategy Overview
3
OnPlan Strategy Overview
Strategy Module Process
Maintain Strategy Process
Definitions
1
Strategy FMECA Column Definitions
Strategy Builder
7
PM Task Editor
Importing FMECA Models and Preventive Tasks Lists
FMECA Task Display Grouping
Generating PM Tasks (Inspection Documents)
PM Task Board
View all 7
Job Management
Work Orders and Defects in Builder
8
Job Management Overview
Navigating the Work Order Screen
Process Flow - Create a Work Order
Add a new Work Order
View a list of Defects and display report
View all 8
Asset List
1
Asset List Navigation
Work Order & Defect Reports
4
View the Work Order Tracking Dashboard
View a list of Defects/Notifications
Supervisor Dashboard
Feedback
Reporting
Limits and Structural Inspection Data
4
View and export a list of Inspection Defects reported
View and Export Limit Data
Structural Inspection Limit Workflow for Reporting
Limit Workflow for Reporting
Structural Inspection Reporting
2
Structural Inspection Dashboard
Structural Inspection Analytics for 2D/3D models
OnPlan App (tablet / phone)
App Basics
5
Login to the App
Logging Out
Mobile App Home Screen
Start a Work Order (Job) and Return to Home Page
OnPlan App Requirements
App Work Orders and Job Steps
11
Job Step Navigation
Show My Jobs
Show complete Jobs in the app and display Report
Navigating job steps and mark a step complete
Add a new work order in the app
View all 11
Record Results and Create Defects
8
Record results in a table for a job step
Record a Defect from a failed result
Take a photo (limit) in a job step
Add a Hazard
Add Feedback about a job step
View all 8
Troubleshooting
1
Resetting the cache
Administration & Settings
Data Admin
14
Data Admin Navigation
Adding Manufacturer / Reference
Adding Advices (Equipment, Hazards, Notes, Stop and Halt)
Adding Fluids
Adding Parts
View all 14
Managing Limits
7
Limits Overview
Types of Limits
Builder Limits to Mobile App
Create Inspection Limits in Data Admin
Setting up a condition list
View all 7
Administration Setting
9
Working with Administration Settings
Adding a New User
User Profiles
Assign a site and skill to a user
Updating Advanced Settings
View all 9
Guides to Creating Inspections using Limits
4
Building a hose leak inspection
Building a Wear Inspection
Building a temperature inspection
Building a general defect inspection
Latest Software Updates
Latest Release Notes
2
AU Release 20240624
2024-09-16 Release
Videos
Administration Setting
7
Introduction Limits
Conditional Limit For Structural Inspections
Custom Limits Category
Search Builder
User
View all 7
Task Win
3
Introduction Task Win
Adding Limits to Job Step
Nested Operation Limit
Library
0
App Basics
4
Application Mobile Execution
Screen Home App
Job Step Navigation
Add work order
Job Management
1
Create New WO And Edit - Builder