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OnPlan Builder Overview 7

• OnPlan Software Overview
• Builder Data Structures
• Useful Definitions
• Mobile vs Fixed Plant OPTIONS
• Mobile App and Dashboard Overview

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Getting Started in Builder 12

• Login
• Resetting your password
• OnPlan Builder Home Page
• Main Menu
• Using the Builder Screen Search

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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

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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 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

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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 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

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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

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Task WIN Job Operations 11

• Operation(s) Navigation
• How to structure WIN Operations
• Global Job Operations
• Create a new Operation
• Moving Operations

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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

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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

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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

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

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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

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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

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

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

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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

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Troubleshooting 1

• Resetting the cache

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

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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 Release Notes 3

• AU Release 20240624
• 2024-09-16 Release
• 2024-10-28 Release

Administration Setting 7

• Introduction Limits
• Conditional Limit For Structural Inspections
• Custom Limits Category
• Search Builder
• User

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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