j5 IndustraForm® Templates

Transform Paper, Forms and Spreadsheets Into Enterprise Level Applications

Paper, Spreadsheets, Word Processor Documents, Scattered Databases, Emails, Whiteboards….

Enterprise Form Chaos

Safe process industry operations require close collaboration between different people and departments. The completion and submission of forms is a key part of this. Many organisations have replaced, or are replacing, paper forms electronically and one of the common approaches involves the use of spreadsheets or word processors.

In this context, there is often a spreadsheet or word processor file that is used as a template form, and new copies are created whenever fresh data is entered (for example, at the start of a new shift).

These files are then shared over email or stored in inconsistent folders and document management systems resulting in scattered and unconnected data, leading to enterprise form chaos.

To solve these problems, companies are implementing IndustraForm Templates, allowing them to transform paper, forms and spreadsheets into enterprise level applications.

Enterprise Scalability

Problem 1 - Scattered Scalability

Enterprise forms can multiply rapidly across different departments creating a management nightmare. For example, spreadsheets can be easy duplicated, deleted, wrongly edited, missed and so on.

Problem 2 - Detached Supplementary Forms

Often company policy dictates, that when certain events happen, a corresponding form or sheet must be filled in. Many operators must fill these forms out on paper or on another system, which is a frustrating and time consuming process.

Problem 3 - Disconnected Real-Time Data

It is crucial that personnel can view plant status information at any time. They need to quickly view information that they have collected, as well as information from Data Historians, SCADA, the CMMS, Laboratory Systems and others.

Problem 4 - Changes Cause Downtime

Over the life of a plant, there are many process changes. Data entry methods must adjust, and new forms are added. These changes often result in system shutdowns and delays that disrupt the many active users (often hundreds).

Spreadsheet Configurability

Problem 1 - Rigid Forms

Over the life of a plant, there are many changes to the structure of information that is collected as well as the associated workflows. Forms based on paper, spreadsheets, and word processor documents are not dynamic when changes are required.

Problem 2 - Costly Configuration

Unfortunately, enterprise systems are often expensive and require highly skilled IT staff to manage and configure them. Configuration tools are clunky or non-existent and software vendors are required to make important system changes.

Problem 3 - Disorderly Edits

Often, there can be multiple engineers, systems integrators or developers working on software changes. The safe management of these changes is difficult using spreadsheets or word processors, leading to enterprise chaos.

Problem 4 - Complex Calculations

Operators are often required to collect information manually across several shifts. Numerical trends often need to be calculated, which can be a frustrating and time-wasting task, especially on paper or word processor logbooks.

Collective Efficiency and Safety

Problem 1 - Field and Desktop Division

Workers often use different form types, which are disconnected, decreasing visibility. For example, control room operators using a spreadsheet and field operators using a paper clipboard during the same shift.

Problem 3 - Human Error and Missing Data

Operators are required to carry out correct procedures for hundreds of events. Mistakes can be expensive or dangerous and can occur because of reasons such as fatigue, training gaps, lack of experience, distractions and stress.

Problem 4 - Double Entry and Wasted Time

It is often necessary for two (or more) employees to work on the same form at the same time. Using paper or spreadsheets, the form must be hand carried or emailed to the other participant resulting in time wastage and double entry.

Corporate-wide Communication

Problem 1 - Abnormal Data Ignorance

Operators need to understand in real-time if there are any concerning events taking place across the plant. If this data is recorded on disconnected systems like paper or spreadsheets, it is difficult to collaborate and act quickly.

Problem 2 - Unstructured Information

There are often many names for the same thing. With paper and spreadsheets there is no pre-defined entry structure. Consistent data entry leads to efficient reporting and none of these are possible with scattered systems.

Eliminate Clipboards With j5 IndustraForm Templates on j5 Mobile

In Sync Control Room and Field Operators

In the past, customers have relied on vendors to build and modify desktop computer and mobile applications, adding frustrations like increased financial costs and wasted time. j5 Mobile brings a unique and powerful tool to the operations management environment. The disruptive j5 IndustraForm Templates, which allow j5 Operations Management Software customers to easily build and modify j5 Applications.

j5 Mobile users can view and edit the same j5 IndustraForm Templates that are available on desktop computers in a two-column mobile device format. Most of the benefits of IndustraForm technology are available on the mobile device, including approvals, advanced calculations, data validation, and more. These can easily be customized to suit an organization using the spreadsheet-like j5 IndustraForm® Designer application.

As a result, desktop and mobile applications are now in sync and there are no advanced source code programming skills required to modify or add new mobile applications – such as j5 Operations Logbook and j5 Work Instructions forms – to the j5 Framework. j5 Mobile allows for the viewing and editing of any j5 IndustraForm Template.

For example, the Permit and Certificate applications in j5 Permit to Work have been built using j5 IndustraForm Templates, allowing the permit process to continue out in the field without requiring staff to regularly return to the control room.