j5 Action Management

by Hexagon

Systematically Manage and Track Actions

Solution Overview

Within any industrial operations department, there is a constant allocation of activities, tasks, plans and projects across individuals and teams that requires efficient Action Management. If these actions are recorded on paper, spreadsheets, word processor documents, emails or disconnected applications, there is a lack of coordination and focus, lowering operations performance. The National Research Council Canada recommend that an organisation’s Action Management system: Provides delegates with clear directions Focuses on disciplined execution Fosters compliance with plans and standards Monitors ongoing adherence to performance, project or operational plans Effectively manages and addresses performance issues To remedy these pains, companies across the world utilize j5 Action Management. This application allows users to assign, define, manage and track actions which are related to the processes managed in j5 Operations Management Software applications. These actions have a standard workflow which allows users to manage their part of the process with ease. The j5 Action Management application allows users to effectively monitor and complete tasks with clean dashboards, reports and email notifications that are customised to each user, job role or action source.

j5 Action Management allows users to generate and manage actions from real-time OSIsoft PI System data. It improves the awareness of site issues by integrating an Action Management system into the real-time process within a familiar web browser environment. It improves site-wide communication because Actions can be assigned, defined, managed and tracked by site personnel in real-time. It assists with record keeping and reporting for compliance purposes, and it ensures that information is retained in a consistent format for easy retrieval and analysis in future. j5 Action Management is one of the many tools within the j5 Operations Management Platform that can interact with real-time data from the OSIsoft PI System.

Solution Approach

Client-side: Any authorized user can access j5 Action Management from standard browsers (Apple Safari, Google Chrome, Microsoft Edge, Microsoft Internet Explorer and Mozilla Firefox) with a network connection to the central server. No other client-side software is required. Central Server: j5 Action Management requires a central application server running Windows Server 2012+ and a SQL, Oracle or PostgreSQL database. A hosted or virtual machine is also feasible for the central server. PI System integration: j5 Operations Management Software offers a standard interface with the OSIsoft PI System for the integration of real-time and historical data, assets and event frames. This data can be used for reports, detail and workflows triggered by events. The following other j5 Applications are available on the same user interface: j5 Operations Logbook, j5 Shift Handover, j5 Standing Orders, j5 Inspection Rounds, j5 Work Instructions, j5 Permit to Work, j5 Incident Management, j5 Event Manager, j5 Management of Change, j5 Product Movements and j5 IndustraForm® Templates (a flexible technology for transforming spreadsheets and forms into enterprise applications). j5 IndustraForm® Templates, j5 Inspection Rounds, j5 Operations Logbook and j5 Standing Orders are also available on j5 Mobile.



  • Follow a Standard Workflow with Individual Users Fulfilling Various Roles (e.g. Initiator, Responsible Person, and Final Approver)
  • Assign Sub-tasks Which Detail How to Complete an Action
  • Schedule Repeated Actions
  • View Personal, Department and Action Source Dashboards


  • Generate and Manage Actions from Real-time OSIsoft PI System Data
  • Get Notified Immediately (Via Email) of any Overdue Actions
  • Monitor the Progress of Actions Using Dashboards and Reports
  • Assign, Define, Manage and Track Individual Actions

PI System Requirements

PI System version 3.4.390 or later, PSA Server

Solution Type

Asset Management, Condition Based Maintenance, Data Collection, Downtime Tracking, Event/Batch Analysis, MES, Process Optimization, Safety Compliance, Visualization


  • Chemical & Petrochemical
  • Mining, Metallurgy & Material
  • Oil & Gas
  • Pharmaceuticals & Life Sciences
  • Power Generation
  • Pulp and Paper
  • Water & Wastewater
  • Transmission & Distribution
  • Transportation
  • Data Center
  • Discrete Manufacturing
  • Engineering Services
  • Facilities
  • Food & Beverages
  • Government
  • Hospital & Medical
  • Information Technology

Business Impacts

Optimize Processes, Increase Asset Health & Uptime, Manage Risk & Regulatory, Advance Safety Performances


Applications for the PI System