Shift Closeout guides the shift manager through the records submitted for the selected shift. Depending on your site settings, the guide includes Production Data, Equipment, Hazards, Workplace Inspections (WPIs), Pre-starts and a Shift Report.

Use it at the end of a shift, or later from shift history, to check what was recorded, correct editable production data, approve each relevant area and prepare the shift information for reporting and handover.

· The Enable End of Shift Wizard setting must be enabled for the Dashboard and Shift Closeout to appear.

· You need access to view Shift Closeout. Additional access controls whether you can edit or approve production data, review equipment, hazards, WPIs and pre-starts, or lock a shift.

· Where possible, confirm that operators have completed their shifts and synced their tablets before you begin.

1. Open Home in the LiveMine Web App.

2. Select the Dashboard tab.

3. Find Close out your shift under Your current shift. Check the displayed shift name, date and start/end times.

4. Select Start to create a new closeout. If the closeout has already been started, select Resume.

5. The Shift Closeout opens at the first review step.

The Shift Closeout screen contains the following controls:

Step list: Select a numbered step in the left panel to move directly to that step.

Progress: Shows the percentage of applicable records that have been reviewed or approved. Steps with no records do not prevent completion.

Back: Moves to the previous step. On the first step, Back returns to the Dashboard.

Next: Moves to the next step and names that step, for example, Next: Equipment.

Shift Closeout: The back arrow and Shift Closeout label return to the Dashboard.

The steps shown depend on your site settings. Production Data, Equipment, Pre-starts and Shift Report are always included. Hazards and WPIs are shown only when the related features are enabled.

Review what operators logged during the shift. Each supported module with data displays a summary and its review status.

1. Check for a warning listing operators who have not completed and synced their shifts. The warning shows the operator and device when these are available.

2. Review the summary totals, tables or charts shown for each module.

3. Select Review records to open the module in review mode.

4. Check the raw production records. Select an unlocked cell to correct incorrect information. Add and delete controls may also be available for supported modules when you have access.

5. Check each record status: In progress, Pending approval, Approved or Locked. Orange rows indicate shifts that are still in progress.

6. Close review mode, then select Approve for the module. The action changes to Approved when the module is approved.

7. Repeat the review for each module shown, then select Next: Equipment.

Use Equipment to check where equipment was left, who used it last and the most recent recorded activity.

1. Check the summary counts for Total equipment, Operational, Idle and Down.

2. Use All, Idle or Down to filter the displayed equipment.

3. For each module, review ID, Status, Last Location, Last Operator, Last Activity and Updated.

4. Select Mark as reviewed for each module. The action changes to Reviewed.

5. Select the next step.

Review hazards logged by operators during the shift.

1. Check New Hazards logged this shift and the number reviewed. If the Risk Matrix is enabled, the summary also shows counts by risk category.

2. Select a hazard to review its description, location, reporting operator and time, risk information, controls and any photos or rectification details.

3. Select Approve or Mark as reviewed after checking the hazard.

4. Select Mark as rectified only when the hazard has been rectified. Rectifying a hazard also approves it.

5. Review Existing hazards in your area as required. Select View hazard board to open the Hazard Board.

Review Workplace Inspections submitted during the shift.

1. Check for a warning listing operators who completed their shifts without an inspection.

2. Review the Approved, Passed and Failed summary counts.

3. Review Failed WPIs first. Open an inspection to check the area, date and time, checklist questions, Pass, Fail or N/A answers, hazards, photos and comments.

4. Select Approve when the inspection has been checked, or select Close without approving.

5. Review Passed WPIs. If available, select Bulk approve all passed to approve all currently unapproved passed inspections.

Review pre-start checks submitted during the shift.

1. Check the summary counts for Approved, Passed and Failed. A Skipped count is also shown when skipped pre-starts exist.

2. Review Failed Pre-starts first. Open a pre-start to check the equipment, operator, date and time, checklist questions, Pass, Fail or N/A answers, comments and any available photos.

3. Select Approve when the pre-start has been checked, or select Close without approving.

4. Review Passed Pre-starts. If available, select Bulk approve all passed to approve all currently unapproved passed pre-starts.

5. Review any Skipped Pre-starts shown, then select Next: Shift Report.

The Shift Report summarises the approved information from the closeout. It displays the site, shift manager, shift name and times, and shift date.

1. Review each report section: Production Data, Equipment, Hazards when enabled, Workplace Inspections when enabled, and Pre-starts.

2. Check that each expected approved record appears. Pending or in-progress production modules are not included in the report.

3. Enter any required information in the Notes box for each section. Notes save automatically two seconds after you stop typing.

4. If the Lock button is available and you need to prevent further editing, select Lock. Read the confirmation, then select Ok to proceed or Cancel to return.

5. Select Generate Report to open the browser print function. Use the available print or export options in that window.

6. Select Complete Wizard to mark the closeout as reviewed and return to the Dashboard.

After you select Complete Wizard:

· LiveMine returns to Home > Dashboard.

· The closeout is marked as reviewed.

· The completed closeout provides View and Download PDF actions.

Select View to reopen the completed closeout, or Download PDF to download its report. You can also select View all shift history to find it by date.

· Confirm that Enable End of Shift Wizard is enabled for the site.

· Confirm that your account has access to view Shift Closeout.

· Ask an administrator to confirm action-specific access if a review or approval control is missing.

· Confirm that LiveMine can identify the current active shift and shift date.

· If there is no active shift, contact your LiveMine administrator to check the shift setup.

· The warning is informational and does not block the closeout.

· The report may be incomplete until the listed operators complete and sync their shifts.

· Return after syncing to review the new information and regenerate the report.

· Nothing to Review means no records were entered for that step during the selected shift.

· No Approvals Found in the Shift Report means no records for that section have been approved.

· Return to the related step and approve the required records if records are expected in the report.

· One or more production records belong to a shift still in progress on a tablet.

· Review the incomplete records before selecting Approve anyway.

· Confirm that all applicable records have been reviewed and approved.

· At least one production module must be approved and no production module can be pending.

· The Lock control is shown only to users with the required access.

· LiveMine has detected updated closeout data from syncing or another user.

· Allow the page to reload, then recheck the affected review steps and progress.