OEE Measurement & Data Validation Checklist

{ "Title": "OEE Measurement & Data Validation Checklist", "IntroductionHtml": "

Use this checklist when launching or auditing an OEE dashboard. Answer each item, record evidence or discrepancies, and assign owners so data problems are found and fixed quickly. Save a copy for each equipment-area and review it in your weekly validation huddle.

", "DataType": "oee_checklist", "SchemaVersion": 1, "SubmitLabel": "Save Checklist", "SuccessMessage": "Checklist saved. Use the owners and huddle schedule to follow up on open items.", "Fields": [ { "Key": "equipment_scope", "FieldType": "text", "Label": "Equipment / Line / Cell (scope)", "HelpText": "Identify the exact equipment IDs, line names, or cell boundaries this checklist covers.", "Required": true }, { "Key": "plant_area", "FieldType": "text", "Label": "Plant / Area / Site", "HelpText": "Optional: add location context for reporting or aggregation.", "Required": false }, { "Key": "shifts_present", "FieldType": "checkbox", "Label": "Shifts included in this scope", "HelpText": "Select all shifts that operate this equipment.", "Options": [ { "Value": "day", "Label": "Day" }, { "Value": "swing", "Label": "Swing" }, { "Value": "night", "Label": "Night" }, { "Value": "other", "Label": "Other" } ], "Required": true }, { "Key": "other_shifts_notes", "FieldType": "textarea", "Label": "If 'Other', describe shifts or exceptions", "HelpText": "Optional details about split shifts, partial coverage, or special schedules.", "Required": false }, { "Key": "tag_timestamp_alignment", "FieldType": "yesno", "Label": "Are machine tags and timestamps aligned across systems?", "HelpText": "Confirm that PLC/SCADA tags, MES events, and dashboard timestamps match expected timezones and clock sync.", "Required": true }, { "Key": "tag_alignment_issues", "FieldType": "textarea", "Label": "If no, list alignment issues and examples", "HelpText": "Record specific mismatches, sample timestamps, and proposed fixes.", "Required": false }, { "Key": "run_ideal_cycle_definitions_confirmed", "FieldType": "yesno", "Label": "Are 'Run' definition and Ideal Cycle Time defined & agreed?", "HelpText": "Ensure teams share the same definition of 'running', 'planned stops', and the ideal cycle time per SKU/operation.", "Required": true }, { "Key": "ideal_cycle_time_value", "FieldType": "number", "Label": "Ideal cycle time (numeric)", "HelpText": "Enter the ideal cycle time (in seconds per part or specify units in the notes).", "Required": false }, { "Key": "run_cycle_time_notes", "FieldType": "textarea", "Label": "Notes on run/ideal cycle time definitions or exceptions", "HelpText": "Include SKU-specific values, changeover considerations, or mode-dependent cycles.", "Required": false }, { "Key": "availability_rules_confirmed", "FieldType": "yesno", "Label": "Are Availability loss categorization rules defined and implemented?", "HelpText": "Check how planned stops, micro-stops, and unplanned stops are classified in the OEE calculation.", "Required": true }, { "Key": "availability_rules_notes", "FieldType": "textarea", "Label": "If no or partial, describe gaps", "HelpText": "List missing rules, ambiguous events, or mapping problems between event codes and dashboard categories.", "Required": false }, { "Key": "performance_calculation_confirmed", "FieldType": "yesno", "Label": "Is the Performance (speed) calculation validated?", "HelpText": "Confirm the formula used (e.g., Produced Count / (Planned Run Time / Ideal Cycle Time)).", "Required": true }, { "Key": "speed_loss_thresholds", "FieldType": "textarea", "Label": "Document speed-loss thresholds or alarms", "HelpText": "Note any thresholds used to flag speed loss (e.g., <90% of ideal) and where they are configured.", "Required": false }, { "Key": "quality_sources_confirmed", "FieldType": "yesno", "Label": "Are quality rejection sources and scrap attribution verified?", "HelpText": "Ensure rejects, rework, and scrap sources are correctly attributed to process steps or defect codes in the data.", "Required": true }, { "Key": "scrap_attribution_notes", "FieldType": "textarea", "Label": "If not, describe discrepancies or missing sources", "HelpText": "Include examples where rejects were not captured or were misattributed between lines or SKUs.", "Required": false }, { "Key": "one_week_spot_check_done", "FieldType": "yesno", "Label": "Has a one-week spot-check been run and logged?", "HelpText": "A one-week spot-check compares dashboard OEE against manual observations or independent logs for a representative week.", "Required": true }, { "Key": "spot_check_period", "FieldType": "text", "Label": "Spot-check period (start/end dates)", "HelpText": "Use YYYY-MM-DD to record the dates used for the spot-check.", "Required": false }, { "Key": "spot_check_discrepancies", "FieldType": "textarea", "Label": "Discrepancies found during spot-check", "HelpText": "Record notable mismatches, percent differences, and suspected causes.", "Required": false }, { "Key": "owners_assigned", "FieldType": "yesno", "Label": "Are owners assigned for ongoing data governance?", "HelpText": "Owners should include an operations lead and an engineer or data steward responsible for fixes.", "Required": true }, { "Key": "owners_list", "FieldType": "textarea", "Label": "List owners with role and contact", "HelpText": "Name, role, and preferred contact method (email/phone).", "Required": false }, { "Key": "validation_huddle_scheduled", "FieldType": "yesno", "Label": "Is a weekly validation huddle item scheduled?", "HelpText": "A standing short review to surface new data issues and verify fixes.", "Required": true }, { "Key": "huddle_frequency", "FieldType": "select", "Label": "Huddle frequency", "HelpText": "Choose the cadence for data validation meetings.", "Options": [ { "Value": "daily", "Label": "Daily (short)" }, { "Value": "weekly", "Label": "Weekly" }, { "Value": "biweekly", "Label": "Biweekly" }, { "Value": "monthly", "Label": "Monthly" }, { "Value": "other", "Label": "Other" } ], "Required": false }, { "Key": "overall_confidence", "FieldType": "scale", "Label": "Overall confidence in OEE data (1 low — 5 high)", "HelpText": "Rate how much teams can rely on the current OEE figures for decision-making.", "Required": true, "Scale": { "Min": 1, "Max": 5 } }, { "Key": "additional_actions", "FieldType": "textarea", "Label": "Immediate actions, owners, and due dates", "HelpText": "List practical next steps (e.g., sync clocks, correct tag mapping, update event code table) with owner and target date.", "Required": false } ] }