Collecting Data with Dynamic Form Checklists

To collect Data with a Dynamic Form Checklist:

1. Create an ECH.

2. Detail the ECH.

3. Credit a Schedule or specify if Event or opportunity driven.

4. In the Inspection Data and Codes section all Approved Forms (depending on the defined Conditions) will be displayed. Select your Dynamic Form Checklist from the dropdown. The selected Form will be displayed.  

5. Click on a Stage card to start filling in the Form.

Note

To avoid potential data integrity issues, users should avoid working on the same Stage in a Checklist at the same time.

Dynamic Forms Autosave

When completing fields on a Dynamic Form, answers should be saved automatically when the content changes for most control types. For Rich text, Numeric, Text area and Text control types, the contents of the field will be saved when the focus is moved outside of the field.

However, under certain circumstances, such as a very slow internet connection or a temporary loss in connectivity, answers may not be saved immediately. When this occurs, your response should be displayed in blue while it is still being saved to the database. Once the response has been saved, it will appear black.

Adding Observations to Dynamic Forms

Add Observations if applicable (comments, annotated attachments / photos, and location).

Note

The Observation button only becomes visible after data has been added to the field. This is because an Observation is an addition to the field data.

Annotating Images Attached to Checklists

You can annotate images attached to your Dynamic Forms Checklists by using the Annotation Tool. To annotate an Image:

1. Upload an image to your Checklist.

2. Select the image in the Observation Item box and click Annotate, OR, click on the image thumbnail in your checklist.

3. Add annotations, as desired.

4. Click Save in the top right corner of the annotation tool.

Creating a CAIR Schedule

You can always create a CAIR Schedule from the Schedules section. For more information, see Viewing and Creating new Schedules.

In case your checklist is configured to enable you to do so, you can also click the Create a CAIR Schedule button on both the Checklist Overview and each of the stages where you recorded an issue.

Completing an ECH

After capturing your data in the Checklist you still need to write the Narrative.

To review the data see Reviewing collected Checklist Data.

For Shell: For more information on the Global Piping System Checklist and Global Exchanger Checklist see Shell PEI Training Material.