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Version: Next

Operator First-Day Checklist

This checklist helps a new operator become productive in one shift.

Before Login​

  1. Confirm workstation meets minimum requirements.
  2. Confirm OSC client is installed and starts successfully.
  3. Confirm your account and password are provided by administrator.

First Login Tasks​

  1. Sign in and verify your display language and theme settings.
  2. Verify current primary database (local or remote).
  3. Confirm basic module visibility: Process Master, Form, WorkFlow.

Mandatory Hands-On Tasks​

  1. Open local help from the main menu and bookmark key pages.
  2. Load demo data and complete one Process Master quick-start cycle.
  3. Create one form data entry in Form Data Store.
  4. Start and complete one assigned workflow task.

Handover Verification​

  1. You can load running configuration and running parameters without error.
  2. You can save one running record and query it back.
  3. You understand where to report issues and how to attach evidence.

End of Day Deliverables​

  1. Submit one short operation note with encountered issues.
  2. Confirm account works on next login.
  3. Confirm no unresolved permission errors remain.
  1. Process Master Quick Start
  2. Troubleshooting Overview