Digital Shift Book

Digital handover records, checklists, audit protocols and much more

Features in an overview: central dashboard with all events, tasks, shift handovers, whiteboard, directives, shift planning and much more!

Central Dashboard

Plant status und shift events at a glance

Email reports

Notification via Email


Freely configurable forms

Personal Infoboard

Actual tasks and directives


Standardized OPC interfaces

Windows API

Registration via AD coupling

Personal tasks

Administration of personal tasks

Plant efficiency

Review of the plant efficiency

Plant status

Review of the plant status

Report generation

Creation of daily/monthly reports

Digital shift handover

Efficient & complete

Recording shift events

Manually or automated

Digital signatures

For shift handover & check lists

Task management

Automatically from events

Digital check lists

Tours, quality data, maintenance and much more

Rights management

Central administration of user and group rights

Plant Historian SB - Shift Book

Digital Collection and Documentation of Shift Events - also available as a Web Version


The MES software Plant Historian SB - Shift Book - records all shift information completely for the entire production chain and supports paperless working in all areas of production, maintenance or in the warehouse.

  • Standard forms for the recording of events, tasks, shift handovers, whiteboard, instructions
  • Digital check lists - freely configurable forms, e.g. for quality data (QM), maintenance, tours, etc.
  • Intuitive and flexible management of the views
    • Filter, group, sort entries
    • Flexible saving of filters in user- or group-related layouts
  • Notifications - e.g. about my open tasks or current whiteboard entries
  • Data export - e.g. for further processing of data in Excel (simple Excel reports) or Power BI
  • Shift handover acknowledgement function
  • Automate processes / workflow engine, e.g. automated shift book entry in case of machine failure, plausibility check, escalation logic in case of value violation
  • Full integration into the Plant Historian world: coupling with alarm management, process data archiving, ...
  • Interfaces: LDAP, SQL, ERP, OPC (SPS/PLS), REST, QR codes, cameras, RFID
  • Available extensions: Digital checklists, shift planning, reporting module, PCS7 integration
digital shift book
Central dashboard with all events, tasks, shift handovers, whiteboard & instructions
Person- or group-related notification of open tasks
Person- or group-related notification of open tasks

As a result, the time required for recording, reporting and research can be reduced, process quality increased, machine utilisation optimized and error costs reduced.

digital - complete - time-saving


Application Examples - Digital Shift Book

  • At a glance: overview of all events, tasks, shift handovers, whiteboard entries, instructions
  • Filter entries by time period
  • Forecast of current developmentsh
    • General filter options, e.g. by entry type (event, task, instruction, ...), shift, attachment, status, agent, ...
    • Opening of entries directly from the dashboard
    • Create and save user- or group-specific dashboard layouts
Übersicht über alle Ereignisse, Aufgaben, Schichtübergaben, Whiteboard-Einträge, Weisungen
Overview of all events, tasks, shift handovers, whiteboard entries, instructions
Standard forms
  • Standard shift book forms: events, tasks, shift handovers, whiteboard, instructions
  • Classification of entries in events, tasks, shift handovers, whiteboard entries, directives
  • Standard shift books freely configurable (data fields, field sequence, data types, etc.)
  • Task management: derivation of person-related tasks from events, e.g. for required maintenance activities
  • Status display for each shift book: number of open entries and entries in progress
  • The standard shift book forms are included in the Plant Historian SB basic licence
elektronisches Schichtbuch, Dokumentation von Schichtereignissen, digitales Schichtbuch, Schichtübergabe
Classification of entries into events, tasks, shift transfers, whiteboard entries, instructions
Freely configurable forms
  • Forms / input masks freely confiurable
    • Multiple data types: free text, numbers, fixed value lists, binary, file upload
    • Recording of measurement and tolerance ranges
    • Any sequence of fields
  • Structure of area hierarchies, e.g. production, quality control
  • Free text search function for navigation
  • Navigation can be customised for specific users or groups, e.g. employees in production only see "downtime recording" and " plant log".
elektronisches Schichtbuch, Dokumentation von Schichtereignissen
Freely configurable forms / data entry masks far beyond the standard
Intuitive and flexible operation
  • Time filter by date/time or shift (shift times configurable)
  • Create filters and groups of any complexity
  • Function is available for each entry field/column
  • Filter builder: compile filters and groups of any complexity with various logics and operators (if, and, or, >=, <= etc.)
  • Sorting function: chronological or alphabetical in ascending or descending order depending on field type
  • Time filter for each field of date/time type
elektronisches Schichtbuch, Dokumentation von Schichtereignissen
Create filters and groups of any complexity
Flexible layout saving
  • Create and save user or group specific layouts based on the current filters, groupings and sorting
  • Examples:
    • Layout „All system incidents of the last month"
    • Layout „CIP list for facility 1“
    • Layout „All open tasks" in the "Distillation" unit“"
elektronisches Schichtbuch, Dokumentation von Schichtereignissen
Flexible saving of user or group specific layouts
  • Notification of open tasks (bell symbol), person or group related
  • Notification of current whiteboard entries and instructions
  • Counter for the number of notifications (e.g. number of my open tasks)
elektronisches Schichtbuch, Dokumentation von Schichtereignissen
Person or group related notification of open tasks
Data export for ad hoc evaluations
  • Excel export for further processing of data in Excel, e.g. for simple ad hoc evaluations in Excel included in the basic licence
  • Add-on: automatic reporting, e.g. for daily, weekly and monthly reports with e-mailing to predefined recipients
  • Data export on the basis of current or saved layouts or the current table filters, groups, sorting
  • Transfer of all groupings to Excel export files
  • Data export via REST interface for evaluation e.g. in Power BI
elektronisches Schichtbuch, Dokumentation von Schichtereignissen
Data export for ad hoc evaluations
Confirmation function for shift handover
  • Confirmation of shift handover by password entry of the shift supervisor
  • Confirmation function can be used for all scenarios that require personal confirmation and documentation, e.g. release of CIP activities by team leaders
  • Forecast: confirmation by means of plant ID card (RFID) or digital signature
elektronisches Schichtbuch, Dokumentation von Schichtereignissen
Confirmation function for shift transfers
Automate processes / workflow engine
  • Fast process automation using an integrated low-code workflow engine
  • Mapping if-then scenarios
  • Automation across several interfaces / applications, e.g. machine control, process control system, third-party systems (ERP, MES, WMS, CRM, ...)
  • Automatic forwarding of alarms & events to the shift book
  • Examples for application:
    • Automatic creation of a shift book entry based on an external trigger, such as a variable of a machine control (e.g. metal detector detects contamination)
    • In case of a machine malfunction, an e-mail is automatically sent to the plant manager and the current shift supervisor
elektronisches Schichtbuch, Dokumentation von Schichtereignissen
Fast process auomation using an integrated lowcode workflow engine, e.g. mapping of if-then scenarios


  • Paperless, central, flexible and mobile data recording
  • Increased information quality of recorded data
    • Reduced recording and reseach effort
    • Reduced error sources
  • Automatic transfer of shop floor information relevant to the shift book (alarms & events, limit value changes, etc.)
  • Support/guide the employee through the entire workflow process
  • Intuitive operation (entry of text modules, spelling checker)
  • Individually automated reporting
  • Use of a multilingual, group-wide uniform data entry platform reduces IT costs
  • Standardized interfaces to shop fllor and ERP world


  • Platform-independent, modern web application for all common browsers: Chrome, Firefox, Safari, ...
  • Progressive Web app: Web application can be installed on desktop and mobile clients
  • Users can be transferred directly from Windows (AD coupling)
  • Access to hardware and apps from mobile devices
    • Push notification, e.g. for new task or error message
    • Camera function for file uploads to the shift book
  • Open, documentied REST interface: Data can be further processed with many third-party applications (e.g. MS PowerBI)
  • Secure industrial application: HTTPS encryption, JSON Web Token Authentication (JWT) with refresh and access token
  • Simple, automated deployment: docker with scripted infrasctructre, kubernetes
  • High scalability and easy expandability due to microservice architecture
  • Cloud capability (in progress) - even easier deployability & software updates, providers: Amazon AWS, MS Azure, Google Cloud, ...

Best Practice / Customer Projects

Shift Book - Integration for SIMATIC PCS7 in one of the largest Sewage Treatment Plants in the German-speaking Region

For operators, the flexible Shift Book solution of iMes Solutions provides quick and easy information on any kind of incident in the plant - thus being able to delegate tasks and track events.

Plant operators, shift supervisors and plant managers can quickly obtain an up-to-date overview of the status of the entire plant both on the SIMATIC PCS 7 OS Client and on the computer in the office.

There are different ways to access  the shift book:

  • via a button in the WinCC button bar
  • via the faceplate of the unit
  • via the shift book symbol in the WinCC

The iMes shift book is designed to optimise and simplify processes and also takes into account regulatory requirements. Digital checklists, error message recording as well as maintenance tasks etc. are covered. Improved communication, fewer misunderstandings and less paper consumption are further advantages.

iMes Solutions' Shift Book solution is also available as a PCS7 Add-On in the Siemens Industry Mall.

Trial access shift book

Request your free trial access for the shift book web application Plant Historian SB now without any obligation and convince yourself of the scope of services and functions:

Please add 3 and 5.

Plant Historian SB – Shift Book

Digital and efficient recording and documentation of shift events:

  • Impoved overview and handling
  • Reduced effort for data entry, research and reporting
  • Increase in quality
  • Statistical evaluations through classification of error sources and recording of
    proposed solutions
  • Use of a multilingual, company-wide uniform data acquisition platform saves IT costs
  • Simple operation (entry of text modules, spell checking)

For more information, please, just contact us!

Phone +49 8677 9618-0

More information

Application examples

For application examples, please, visit

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Phone: +49 8677 9618-0
Fax: +49 8677 9618-27


Elisabethstraße 8
84489 Burghausen

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