MES Readiness & Execution Checklist — Operator Station (Digital Work Instructions to Shift Execution)

{ "Title": "MES Readiness & Execution Checklist", "IntroductionHtml": "

Use this checklist at the operator station (or during MES deployment tests) to confirm that digital work instructions, data capture, exception handling, traceability, and offline scenarios are working as intended. Record evidence and assign follow-up actions when issues appear. The goal: reliable, low-friction operator execution backed by measurable data.

", "SubmitLabel": "Save checklist", "SuccessMessage": "Checklist saved. Follow-up actions have been recorded.", "DataType": "MESReadinessChecklist", "SchemaVersion": 1, "Fields": [ { "Key": "site", "FieldType": "text", "Label": "Site / Plant", "HelpText": "Enter plant name or code", "Required": true }, { "Key": "line", "FieldType": "text", "Label": "Production line / Cell", "HelpText": "Enter line or cell identifier", "Required": true }, { "Key": "station_id", "FieldType": "text", "Label": "Operator station / MES station ID", "HelpText": "Terminal or station identifier", "Required": true }, { "Key": "date", "FieldType": "text", "Label": "Date", "HelpText": "YYYY-MM-DD", "Required": true }, { "Key": "shift", "FieldType": "select", "Label": "Shift", "HelpText": "Select shift", "Required": true, "Options": [ { "Value": "A", "Label": "A" }, { "Value": "B", "Label": "B" }, { "Value": "C", "Label": "C" }, { "Value": "Other", "Label": "Other" } ] }, { "Key": "owner_name", "FieldType": "text", "Label": "Checklist completed by (name)", "HelpText": "Operator or supervisor who completes this checklist", "Required": true }, { "Key": "owner_role", "FieldType": "select", "Label": "Role", "HelpText": "Role of the person completing the checklist", "Required": true, "Options": [ { "Value": "Operator", "Label": "Operator" }, { "Value": "Supervisor", "Label": "Supervisor" }, { "Value": "Engineer", "Label": "Engineer" }, { "Value": "Quality", "Label": "Quality" }, { "Value": "Other", "Label": "Other" } ] }, { "Key": "bom_routing_aligned", "FieldType": "yesno", "Label": "BOM and routing alignment verified", "HelpText": "Confirm BOM version, routing operations, and step sequence in MES match the physical assembly and master data. Note any mismatches and affected SKUs.", "Required": true }, { "Key": "bom_routing_evidence", "FieldType": "textarea", "Label": "Evidence / notes for BOM alignment", "HelpText": "Versions, screenshots, affected SKUs, or document IDs" }, { "Key": "digital_wi_clarity", "FieldType": "yesno", "Label": "Digital work instruction clarity and attachments verified", "HelpText": "Check that each instruction step is unambiguous, required attachments (images, torque specs, safety notes) are present, and instruction revision matches SOP.", "Required": true }, { "Key": "digital_wi_evidence", "FieldType": "textarea", "Label": "Evidence / notes for digital WI", "HelpText": "List missing media, ambiguous steps, or suggested edits" }, { "Key": "exception_handling", "FieldType": "yesno", "Label": "Operator exception handling and data capture defined and tested", "HelpText": "Verify exception options (scrap, rework, hold), required fields appear when exceptions occur, and escalation paths are clear and actionable.", "Required": true }, { "Key": "exception_evidence", "FieldType": "textarea", "Label": "Evidence / notes for exception handling", "HelpText": "Describe test scenario and results" }, { "Key": "genealogy_traceability", "FieldType": "yesno", "Label": "Genealogy and traceability fields configured and tested", "HelpText": "Confirm lot/serial capture, parent-child links, and required trace fields are enforced and preserved through handovers.", "Required": true }, { "Key": "genealogy_evidence", "FieldType": "textarea", "Label": "Evidence / notes for genealogy", "HelpText": "Record sample trace IDs used in tests" }, { "Key": "offline_reconnect", "FieldType": "yesno", "Label": "Offline and reconnect scenarios tested", "HelpText": "Test loss of connectivity, local buffering behavior, and successful data synchronization without data loss or duplication.", "Required": true }, { "Key": "offline_evidence", "FieldType": "textarea", "Label": "Evidence / notes for offline tests", "HelpText": "Describe scenario and sync results" }, { "Key": "handover_rollback", "FieldType": "yesno", "Label": "Cross-shift handover and rollback tests completed", "HelpText": "Validate handover summaries, in-progress work handling, and rollback procedures for partially completed operations.", "Required": true }, { "Key": "handover_evidence", "FieldType": "textarea", "Label": "Evidence / notes for handover/rollback tests", "HelpText": "List observations and corrective steps" }, { "Key": "overall_status", "FieldType": "select", "Label": "Overall readiness status", "HelpText": "Select readiness level based on above checks", "Required": true, "Options": [ { "Value": "Ready", "Label": "Ready" }, { "Value": "MinorIssues", "Label": "Ready with minor issues" }, { "Value": "MajorIssues", "Label": "Not ready - major issues" }, { "Value": "NotApplicable", "Label": "Not applicable" } ] }, { "Key": "actions_required", "FieldType": "textarea", "Label": "Actions required", "HelpText": "Describe corrective actions, owners, and target dates" }, { "Key": "follow_up_owner", "FieldType": "text", "Label": "Follow-up owner (name)", "HelpText": "Person responsible for actions" }, { "Key": "follow_up_due", "FieldType": "text", "Label": "Follow-up due date", "HelpText": "YYYY-MM-DD" }, { "Key": "evidence_reference", "FieldType": "text", "Label": "Evidence reference (photo URL, document ID, MES log ID)", "HelpText": "Link or identifier for supporting evidence" }, { "Key": "allow_automated_checks", "FieldType": "checkbox", "Label": "Enable automated MES pre-flight checks (future integration)", "HelpText": "If supported, automated checks can validate master data, versions, and status automatically. This requires MES API integration." } ] }