Reviewing Notes

SCADA Environment

Using Logbook Controls

As a supervisor, you can review all notes from the SCADA environment:

1. Access the Logbook Summary screen (if configured)
2. View notes across multiple equipment items
3. Filter by:
   • Date range
   • Note type
   • Author
   • Equipment area

Using Logbook WebClient

The WebClient provides a comprehensive view for note review:

1. Navigate to http://your-scada-server/logbook
2. Log in with supervisor credentials
3. Access Review or All Notes section
4. Features available:
   • View all notes across equipment
   • Filter and search
   • Export to Excel/PDF
   • Add comments to notes

Daily Review Process

Recommended daily review workflow:

1. Morning review: Check overnight notes
2. Abnormal conditions: Review active issues
3. Shift handoff: Review outgoing shift notes
4. Follow-up: Address items requiring action

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Gateway

The Gateway provides historical access and reporting for note review.

Accessing Logbook Review

1. Log in to ProcessAlert Gateway
2. Navigate to Logbook > Notes
3. View all synced notes from SCADA and Cloud

Advanced Filtering

Note Review Actions

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Cloud

ProcessLogbook Cloud provides the most comprehensive review capabilities.

Notes Dashboard

1. Log in to Cloud
2. Dashboard shows recent activity
3. Click Notes for full notes list
4. Supervisor view shows all user notes

Review Queue

Notes requiring attention:

1. Navigate to Notes > Review Queue
2. Queue includes:
   • New abnormal conditions
   • Notes flagged for review
   • Notes from new users
3. Process each note:
   • Review content
   • Add feedback comment
   • Mark as reviewed

Bulk Actions

Select multiple notes for bulk operations:

• Export selected
• Change status
• Assign follow-up