Manage plant status board
Review plant items, drill into details and trigger AI-assisted actions from the plant status board.
This guide is designed for project manager.
Steps
Step 1: Open the plant status board
Navigate to the Plant Status Board page from the main menu to see the current list of plant items and their statuses.
Step 2: Review plant statuses and schedule information
Scan the board to review each plant item, including its current status, upcoming form schedules, and any highlighted issues or overdue actions.
Step 3: Open plant details from the board
Select a plant item on the board to open its detailed view in a new page, using the deep link generated from the board.
Step 4: Use quick actions for a plant item
Use the quick action controls on a plant row to perform common actions, such as updating the status or starting related workflows, without leaving the board.
Step 5: Launch AI assist for plant tasks
When AI assistance is available, open the assist panel from the board to generate or update plant-related tasks using the agent-assisted workflow.
Step 6: Complete an AI-assisted task
In the AI task modal, review the generated task details and confirm completion so the board reflects the latest status.
Step 7: Generate a plant register from the board
Use the generate register action to create a consolidated plant register based on the current board data, and wait for confirmation that it has been generated.
Step 8: Respond to success and error notifications
Review the toast notifications that appear after actions to confirm success or understand any errors, then adjust your next steps if needed.
Last updated: 2026-07-30