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Manage daily check schedules for a plant

Configure and maintain the daily form schedule for a plant so operators stay authorised and the plant board status turns green.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the plant workspace item​

In the workspace, open the plant item you want to manage so that the plant details and QR sticker panel are visible.

Open the plant workspace item

Step 2: Locate the daily check schedule panel​

Scroll below the plant QR sticker to find the daily check schedule panel, which shows the current schedule status and any warnings.

Locate the daily check schedule panel

Step 3: Start creating or editing the schedule​

Select the option to create a new schedule or edit the existing one to open the schedule editor form for this plant.

Start creating or editing the schedule

Step 4: Choose the daily check form template​

In the editor, pick the correct form template that operators must complete for this plant’s daily checks.

Choose the daily check form template

Step 5: Set schedule frequency and timing​

Configure how often the form should be issued, including the frequency, time of day, timezone, and any specific days of the week.

Set schedule frequency and timing

Step 6: Review status and pause settings​

Check whether the schedule is enabled or paused, add any pause reason if required, and confirm that the status and next issue time look correct.

Review status and pause settings

Step 7: Save and apply the schedule​

Submit the form to save your changes so the operator-facing flow recognises the schedule and the plant board can move from red to green once checks are completed.

Save and apply the schedule

Step 8: Confirm last and next checks​

After saving, review the summary to see the last submission time, next issue time, and any status messages shown for this plant’s daily check schedule.

Confirm last and next checks

Last updated: 2026-09-01