Gemba Walk Observation & Coaching Form

{ "Type": "InteractiveFormDefinition", "Title": "Gemba Walk Observation & Coaching Form", "IntroductionHtml": "

Use this form during or immediately after a gemba walk to record concise observations, use coaching prompts to develop experiments, assign clear ownership, and link the item to your improvement backlog. Capture consistent data so follow-up is visible across shifts.

", "SubmitLabel": "Save Observation", "SuccessMessage": "Observation saved. If an owner and follow-up date were provided, an action record was created in the backlog link field (if configured). Return to the board to review outstanding actions.", "DataType": "GembaWalkObservationV1", "SchemaVersion": 1, "Fields": [ { "Key": "observationTime", "FieldType": "text", "Label": "Time of observation", "HelpText": "Use HH:MM (e.g., 08:45 AM) or enter shift name (e.g., Night shift).", "Required": true, "Placeholder": "08:45 AM" }, { "Key": "area", "FieldType": "text", "Label": "Area / Line / Cell", "HelpText": "Where did you observe this? e.g., Line 2, Paint Cell, Assembly A", "Required": true, "Placeholder": "Line 2 / Paint Cell" }, { "Key": "briefDescription", "FieldType": "textarea", "Label": "Brief observation (one sentence)", "HelpText": "Write a concise phrase that someone outside the area can understand.", "Required": true, "Placeholder": "e.g., Rework observed on 3 of 10 units; solder joint too cold" }, { "Key": "details", "FieldType": "textarea", "Label": "Observed details (what, when, who, how often)", "HelpText": "Record facts: specific equipment, operator if relevant, frequency, measurements, and immediate context.", "Required": false, "Placeholder": "Describe sequence, machine readings, defect type, etc." }, { "Key": "impactTags", "FieldType": "checkbox", "Label": "Primary impacts (pick any)", "HelpText": "Choose the primary areas affected.", "Required": false, "Options": [ { "Value": "safety", "Label": "Safety" }, { "Value": "quality", "Label": "Quality" }, { "Value": "productivity", "Label": "Productivity" }, { "Value": "maintenance", "Label": "Maintenance / Reliability" }, { "Value": "environment", "Label": "Environment / Housekeeping (5S)" }, { "Value": "other", "Label": "Other" } ] }, { "Key": "coachingPromptsUsed", "FieldType": "checkbox", "Label": "Coaching questions to use or that you asked", "HelpText": "Select which prompts you used during the conversation (or intend to use).", "Required": false, "Options": [ { "Value": "observe_then_ask", "Label": "What did you observe? (facts, not opinions)" }, { "Value": "ask_for_reason", "Label": "What do you think caused this?" }, { "Value": "ask_for_ideas", "Label": "What might we try to reduce or eliminate it?" }, { "Value": "safety_check", "Label": "Is anyone at risk right now?" }, { "Value": "ask_for_owner", "Label": "Who should own a follow-up experiment?" }, { "Value": "agree_next_steps", "Label": "Agree on next steps and date" } ] }, { "Key": "coachingNotes", "FieldType": "textarea", "Label": "Notes from coaching conversation", "HelpText": "Capture the operator's ideas, constraints, and any agreed small experiments or countermeasures.", "Required": false, "Placeholder": "e.g., Operator suggested adding a shim; agreed to test for two shifts." }, { "Key": "suggestedExperiment", "FieldType": "textarea", "Label": "Suggested experiment or immediate countermeasure", "HelpText": "Describe a small, timeboxed testable change (who, what, measure, duration). Example: 'Install spacer X, run 2 batches, measure defect rate.'", "Required": false, "Placeholder": "Who will do it, what will they do, how long, and how will we measure success?" }, { "Key": "priority", "FieldType": "select", "Label": "Priority", "HelpText": "Helps triage follow-up actions on the daily board.", "Required": true, "Options": [ { "Value": "low", "Label": "Low" }, { "Value": "medium", "Label": "Medium" }, { "Value": "high", "Label": "High" } ], "Default": "medium" }, { "Key": "owner", "FieldType": "text", "Label": "Assigned owner (name or role)", "HelpText": "Who will take responsibility for follow-up? Use a name or role (e.g., Line Lead, Maintenance Tech).", "Required": true, "Placeholder": "e.g., Jamie (Line Lead)" }, { "Key": "followUpDate", "FieldType": "text", "Label": "Follow-up date", "HelpText": "Enter a date for review or completion (YYYY-MM-DD or 'Next shift').", "Required": true, "Placeholder": "2026-09-15" }, { "Key": "linkToBacklog", "FieldType": "text", "Label": "Link to improvement backlog (optional)", "HelpText": "Paste a link or ID to your team's improvement ticket or board item so work is tracked centrally.", "Required": false, "Placeholder": "https://yourboard.example/issue/1234" }, { "Key": "additionalFollowUpRequired", "FieldType": "yesno", "Label": "Does this require additional escalation or support?", "HelpText": "If yes, escalate per your daily management rules (tools, spare parts, engineering support).", "Required": true }, { "Key": "photos_or_attachment_note", "FieldType": "textarea", "Label": "Notes about photos or attachments", "HelpText": "If you captured photos or log extracts, note where they are stored (photo library, shared drive). File upload may be supported by your site implementation.", "Required": false }, { "Key": "submitterName", "FieldType": "text", "Label": "Person submitting this observation", "HelpText": "Name of the person who completed the form.", "Required": true } ] }