OEE Quick Diagnosis Workbook

{ "Title": "OEE Quick Diagnosis Workbook", "IntroductionHtml": "

Welcome

This workbook helps teams capture reliable OEE inputs, map the top availability/performance/quality losses, run prioritized experiments, and record sustainment handover steps. Use this interactive form during a short improvement huddle or while validating data on the shop floor.

Quick example (filled)

Run: Line 2, Day shift. Planned production time = 480 min. Downtime = 60 min → Availability = (480-60)/480 = 0.875 (87.5%). Total pieces = 9,600, Ideal cycle = 3 sec = 0.05 min → Performance = (0.05*9,600)/(420) = 1.14 → capped at 1.0 (100%). Good pieces = 9,360 → Quality = 9,360/9,600 = 0.975 (97.5%). OEE ≈ 0.875 * 1.00 * 0.975 = 0.85 (85%).

This form stores your entries so you can compare before/after runs, prioritize losses, and track experiments. If you want automatic calculations and dashboards later, see the CapabilityEnhancementNotes below.

", "SubmitLabel": "Save Workbook Entry", "SuccessMessage": "Workbook saved. You can reopen and update this entry when you have experiment results.", "DataType": "oee-quick-diagnosis.v1", "SchemaVersion": "1.0", "Fields": [ { "Key": "run_identity_date", "FieldType": "text", "Label": "Record name / Run identifier (date, line, shift)", "HelpText": "Give this entry a short name you will recognize later, e.g. 'Line2_2026-08-01_Day'.", "Required": true }, { "Key": "line_or_cell", "FieldType": "text", "Label": "Line / cell / machine", "HelpText": "Which production line, cell or machine is this run on?", "Required": true }, { "Key": "shift", "FieldType": "select", "Label": "Shift", "HelpText": "Select the shift for this entry.", "Options": [ {"Value": "day", "Label": "Day"}, {"Value": "swing", "Label": "Swing"}, {"Value": "night", "Label": "Night"}, {"Value": "other", "Label": "Other"} ], "Required": true }, { "Key": "operator_or_owner", "FieldType": "text", "Label": "Operator / owner", "HelpText": "Name of the operator or CI owner for follow-up.", "Required": false }, { "Key": "planned_production_time_min", "FieldType": "number", "Label": "Planned production time (minutes)", "HelpText": "Total scheduled production time for the period being measured (minutes).", "Required": true }, { "Key": "downtime_minutes", "FieldType": "number", "Label": "Total downtime (minutes)", "HelpText": "Minutes the line was stopped for any reason during the planned production time.", "Required": true }, { "Key": "run_time_minutes", "FieldType": "number", "Label": "Run time (minutes)", "HelpText": "Run Time = Planned production time - Downtime. Enter value or leave blank to compute externally.", "Required": false }, { "Key": "total_pieces_produced", "FieldType": "number", "Label": "Total pieces produced", "HelpText": "All parts produced (including scrap and rework).", "Required": true }, { "Key": "good_pieces", "FieldType": "number", "Label": "Good pieces (first-pass quality)", "HelpText": "Parts that meet quality criteria without rework.", "Required": true }, { "Key": "ideal_cycle_time_sec", "FieldType": "number", "Label": "Ideal cycle time (seconds per part)", "HelpText": "The theoretical fastest consistent cycle time for this product/line (seconds).", "Required": true }, { "Key": "availability_percent", "FieldType": "number", "Label": "Availability (%)", "HelpText": "Formula: Availability = Run Time / Planned Production Time. Enter as percentage (0–100). If you calculated it elsewhere, paste the value. Example: 87.5", "Required": false }, { "Key": "performance_percent", "FieldType": "number", "Label": "Performance (%)", "HelpText": "Formula: Performance = (Ideal Cycle Time * Total Pieces) / Run Time (in same time units). Convert to percentage (cap at 100%). Enter as percent (0–100).", "Required": false }, { "Key": "quality_percent", "FieldType": "number", "Label": "Quality (%)", "HelpText": "Formula: Quality = Good Pieces / Total Pieces. Enter as percent (0–100).", "Required": false }, { "Key": "oee_percent", "FieldType": "number", "Label": "OEE (%)", "HelpText": "OEE = Availability * Performance * Quality (as decimals). Enter OEE as percent (0–100).", "Required": false }, { "Key": "loss_mapping_instructions", "FieldType": "text", "Label": "Loss mapping instructions (read before filling loss entries)", "HelpText": "Categorize losses as Availability (stops and speed losses that cause downtime), Performance (reduced speed, micro-stops), or Quality (scrap, rework). Record minutes lost and a short description. Prioritize by total minutes and root cause potential.", "Required": false }, { "Key": "loss_1_description", "FieldType": "text", "Label": "Loss 1 — short description", "HelpText": "Describe the loss (e.g. 'Changeover delay', 'Sensor fault causing stop', 'Product jam').", "Required": false }, { "Key": "loss_1_category", "FieldType": "select", "Label": "Loss 1 — category", "Options": [ {"Value": "availability", "Label": "Availability"}, {"Value": "performance", "Label": "Performance"}, {"Value": "quality", "Label": "Quality"} ], "HelpText": "Which OEE component does this loss primarily affect?", "Required": false }, { "Key": "loss_1_minutes", "FieldType": "number", "Label": "Loss 1 — minutes lost", "HelpText": "Total minutes lost to this cause in the measured period.", "Required": false }, { "Key": "loss_1_frequency", "FieldType": "number", "Label": "Loss 1 — occurrences in period", "HelpText": "How many times the loss occurred in the period.", "Required": false }, { "Key": "loss_1_priority_scale", "FieldType": "scale", "Label": "Loss 1 — priority (1 low — 5 high)", "HelpText": "Use this to capture your team's initial priority. See scoring rubric below.", "Required": false }, { "Key": "loss_2_description", "FieldType": "text", "Label": "Loss 2 — short description", "Required": false }, { "Key": "loss_2_category", "FieldType": "select", "Label": "Loss 2 — category", "Options": [ {"Value": "availability", "Label": "Availability"}, {"Value": "performance", "Label": "Performance"}, {"Value": "quality", "Label": "Quality"} ], "Required": false }, { "Key": "loss_2_minutes", "FieldType": "number", "Label": "Loss 2 — minutes lost", "Required": false }, { "Key": "loss_2_frequency", "FieldType": "number", "Label": "Loss 2 — occurrences in period", "Required": false }, { "Key": "loss_2_priority_scale", "FieldType": "scale", "Label": "Loss 2 — priority (1 low — 5 high)", "Required": false }, { "Key": "loss_3_description", "FieldType": "text", "Label": "Loss 3 — short description", "Required": false }, { "Key": "loss_3_category", "FieldType": "select", "Label": "Loss 3 — category", "Options": [ {"Value": "availability", "Label": "Availability"}, {"Value": "performance", "Label": "Performance"}, {"Value": "quality", "Label": "Quality"} ], "Required": false }, { "Key": "loss_3_minutes", "FieldType": "number", "Label": "Loss 3 — minutes lost", "Required": false }, { "Key": "loss_3_frequency", "FieldType": "number", "Label": "Loss 3 — occurrences in period", "Required": false }, { "Key": "loss_3_priority_scale", "FieldType": "scale", "Label": "Loss 3 — priority (1 low — 5 high)", "Required": false }, { "Key": "loss_summary_top_3", "FieldType": "textarea", "Label": "Team note — top 3 losses (short list and why)", "HelpText": "List the top three losses you will address and why these were prioritized.", "Required": false }, { "Key": "scoring_rubric", "FieldType": "text", "Label": "Scoring rubric (use as guidance)", "HelpText": "Priority scale guidance: 5 = >60 minutes or safety/stop risk or high customer impact; 4 = 30–60 minutes or likely repeat; 3 = 10–30 minutes; 2 = <10 min and low repeat; 1 = negligible. Combine minutes, frequency and ease-of-fix when prioritizing.", "Required": false }, { "Key": "experiment_1_hypothesis", "FieldType": "textarea", "Label": "Experiment 1 — hypothesis", "HelpText": "Clear hypothesis: what you will change and expected measurable outcome (e.g. 'Reducing changeover checklist items will save 10 minutes per changeover').", "Required": false }, { "Key": "experiment_1_owner", "FieldType": "text", "Label": "Experiment 1 — owner", "Required": false }, { "Key": "experiment_1_start_date", "FieldType": "text", "Label": "Experiment 1 — start date", "Required": false }, { "Key": "experiment_1_end_date", "FieldType": "text", "Label": "Experiment 1 — planned end date", "Required": false }, { "Key": "experiment_1_test_description", "FieldType": "textarea", "Label": "Experiment 1 — test description", "Required": false }, { "Key": "experiment_1_metric", "FieldType": "text", "Label": "Experiment 1 — metric to measure", "HelpText": "What you will measure (minutes saved, scrap%, uptime), and the baseline value.", "Required": false }, { "Key": "experiment_1_baseline", "FieldType": "number", "Label": "Experiment 1 — baseline value", "Required": false }, { "Key": "experiment_1_target", "FieldType": "number", "Label": "Experiment 1 — target value", "Required": false }, { "Key": "experiment_1_result", "FieldType": "select", "Label": "Experiment 1 — result", "Options": [ {"Value": "not_started", "Label": "Not started"}, {"Value": "in_progress", "Label": "In progress"}, {"Value": "success", "Label": "Success"}, {"Value": "partial", "Label": "Partial"}, {"Value": "failed", "Label": "Failed"} ], "Required": false }, { "Key": "experiment_1_notes", "FieldType": "textarea", "Label": "Experiment 1 — notes and learning", "Required": false }, { "Key": "experiment_1_sustain", "FieldType": "yesno", "Label": "Experiment 1 — should this change be sustained?", "HelpText": "Select yes if the experiment result should become standard work and be handed over.", "Required": false }, { "Key": "experiment_2_hypothesis", "FieldType": "textarea", "Label": "Experiment 2 — hypothesis", "Required": false }, { "Key": "experiment_2_owner", "FieldType": "text", "Label": "Experiment 2 — owner", "Required": false }, { "Key": "experiment_2_start_date", "FieldType": "text", "Label": "Experiment 2 — start date", "Required": false }, { "Key": "experiment_2_end_date", "FieldType": "text", "Label": "Experiment 2 — planned end date", "Required": false }, { "Key": "experiment_2_test_description", "FieldType": "textarea", "Label": "Experiment 2 — test description", "Required": false }, { "Key": "experiment_2_metric", "FieldType": "text", "Label": "Experiment 2 — metric to measure", "Required": false }, { "Key": "experiment_2_baseline", "FieldType": "number", "Label": "Experiment 2 — baseline value", "Required": false }, { "Key": "experiment_2_target", "FieldType": "number", "Label": "Experiment 2 — target value", "Required": false }, { "Key": "experiment_2_result", "FieldType": "select", "Label": "Experiment 2 — result", "Options": [ {"Value": "not_started", "Label": "Not started"}, {"Value": "in_progress", "Label": "In progress"}, {"Value": "success", "Label": "Success"}, {"Value": "partial", "Label": "Partial"}, {"Value": "failed", "Label": "Failed"} ], "Required": false }, { "Key": "experiment_2_notes", "FieldType": "textarea", "Label": "Experiment 2 — notes and learning", "Required": false }, { "Key": "experiment_2_sustain", "FieldType": "yesno", "Label": "Experiment 2 — should this change be sustained?", "Required": false }, { "Key": "experiment_3_hypothesis", "FieldType": "textarea", "Label": "Experiment 3 — hypothesis", "Required": false }, { "Key": "experiment_3_owner", "FieldType": "text", "Label": "Experiment 3 — owner", "Required": false }, { "Key": "experiment_3_start_date", "FieldType": "text", "Label": "Experiment 3 — start date", "Required": false }, { "Key": "experiment_3_end_date", "FieldType": "text", "Label": "Experiment 3 — planned end date", "Required": false }, { "Key": "experiment_3_test_description", "FieldType": "textarea", "Label": "Experiment 3 — test description", "Required": false }, { "Key": "experiment_3_metric", "FieldType": "text", "Label": "Experiment 3 — metric to measure", "Required": false }, { "Key": "experiment_3_baseline", "FieldType": "number", "Label": "Experiment 3 — baseline value", "Required": false }, { "Key": "experiment_3_target", "FieldType": "number", "Label": "Experiment 3 — target value", "Required": false }, { "Key": "experiment_3_result", "FieldType": "select", "Label": "Experiment 3 — result", "Options": [ {"Value": "not_started", "Label": "Not started"}, {"Value": "in_progress", "Label": "In progress"}, {"Value": "success", "Label": "Success"}, {"Value": "partial", "Label": "Partial"}, {"Value": "failed", "Label": "Failed"} ], "Required": false }, { "Key": "experiment_3_notes", "FieldType": "textarea", "Label": "Experiment 3 — notes and learning", "Required": false }, { "Key": "experiment_3_sustain", "FieldType": "yesno", "Label": "Experiment 3 — should this change be sustained?", "Required": false }, { "Key": "sustainment_checklist", "FieldType": "checkbox", "Label": "Sustainment checklist", "Options": [ {"Value": "document_standard_work", "Label": "Document updated standard work / checklist"}, {"Value": "train_team", "Label": "Train operators and supervisors"}, {"Value": "update_visuals", "Label": "Update visual controls and signage"}, {"Value": "assign_owner", "Label": "Assign ongoing owner / monitor"}, {"Value": "monitor_for_period", "Label": "Monitor metrics for at least 2 weeks"}, {"Value": "rollout_plan", "Label": "Create rollout plan for other lines"} ], "HelpText": "Check items required to sustain a change.", "Required": false }, { "Key": "handover_notes", "FieldType": "textarea", "Label": "Handover notes (for shift-to-shift or team-to-team)", "HelpText": "Include who will own the new standard, where documentation is stored, and who to contact if problems recur.", "Required": false }, { "Key": "additional_observations", "FieldType": "textarea", "Label": "Additional observations and next steps", "HelpText": "Capture any other immediate actions, risks, or requests for support.", "Required": false } ] }