Operator OEE Coaching Card (Quick Interventions)

{ "Title": "Operator OEE Coaching Card (Quick Interventions)", "IntroductionHtml": "

Use during Gemba: Keep it short, factual, and respectful. Capture what you observed, what you did to contain the problem, a quick root-cause prompt to focus an experiment, the experiment you want to try, what to measure, who owns the follow-up, and when you will check back. This form saves the coaching note so teams can track experiments and measurable improvements. Avoid blaming language — focus on conditions and fixes.

", "SubmitLabel": "Save Coaching Card", "SuccessMessage": "Coaching card saved. Owner and follow-up noted.", "DataType": "operator-oee-coaching-card", "SchemaVersion": 1, "Fields": [ { "Key": "symptom_summary", "Label": "Observed symptom — short summary", "FieldType": "text", "HelpText": "One-line summary (e.g., 'Line 2 stopped due to feeder jam').", "Required": true }, { "Key": "observed_when", "Label": "When (shift / time)", "FieldType": "text", "HelpText": "Shift, HH:MM, or work period (e.g., 'Night shift, 02:10').", "Required": false }, { "Key": "machine_or_cell", "Label": "Machine / line / cell", "FieldType": "text", "HelpText": "Identify where this occurred so follow-up is directed correctly.", "Required": true }, { "Key": "immediate_containment", "Label": "Immediate containment steps taken", "FieldType": "textarea", "HelpText": "What did you/they do right away to keep production safe or moving? Keep steps short and factual.", "Required": true }, { "Key": "root_cause_prompts", "Label": "Quick root-cause prompts (check all that apply)", "FieldType": "checkbox", "HelpText": "Use these prompts to guide a quick hypothesis for an experiment.", "Options": [ { "Value": "tooling_setup", "Label": "Tooling / setup" }, { "Value": "material_issue", "Label": "Material / parts" }, { "Value": "operator_method", "Label": "Operator method / training" }, { "Value": "process_parameters", "Label": "Process parameters / settings" }, { "Value": "maintenance", "Label": "Maintenance / wear" }, { "Value": "controls_software", "Label": "Controls / software" }, { "Value": "environment", "Label": "Environmental (temp / humidity)" }, { "Value": "inspection_quality", "Label": "Inspection / upstream quality" }, { "Value": "supply_schedule", "Label": "Supply / scheduling" }, { "Value": "other", "Label": "Other (describe below)" } ], "Required": false }, { "Key": "other_root_cause_details", "Label": "Other root-cause details (if selected)", "FieldType": "textarea", "HelpText": "Use when 'Other' above was selected. Brief hypothesis.", "Required": false }, { "Key": "suggested_experiment", "Label": "Suggested experiment / quick test", "FieldType": "textarea", "HelpText": "Describe a simple, low-cost test the team can run during the shift to confirm a hypothesis (who will try it, what they'll change, and how long to run it).", "Required": true }, { "Key": "experiment_duration_hours", "Label": "Suggested experiment duration (hours)", "FieldType": "number", "HelpText": "Estimate how long the experiment should run to see a result (e.g., 1, 2, 4). Enter 0.5 for 30 minutes if helpful.", "Required": false }, { "Key": "expected_outcome", "Label": "Expected outcome (what success looks like)", "FieldType": "text", "HelpText": "Concise expected change (e.g., 'reduce stoppages to 0 in 2 hours' or 'cycle time < 12s').", "Required": false }, { "Key": "metrics_to_watch", "Label": "Metrics to watch (select all that apply)", "FieldType": "checkbox", "HelpText": "Choose the smallest set of metrics needed to see whether the experiment worked.", "Options": [ { "Value": "availability", "Label": "Availability (uptime)" }, { "Value": "performance", "Label": "Performance / cycle time" }, { "Value": "quality", "Label": "Quality / reject rate" }, { "Value": "cycle_time", "Label": "Cycle time" }, { "Value": "reject_rate", "Label": "Reject / scrap %" }, { "Value": "mtbf", "Label": "MTBF / reliability" }, { "Value": "setup_time", "Label": "Setup / changeover time" }, { "Value": "other_metric", "Label": "Other (describe below)" } ], "Required": true }, { "Key": "other_metric_details", "Label": "Other metric details", "FieldType": "text", "HelpText": "If you selected 'Other', name the metric and how it will be measured.", "Required": false }, { "Key": "baseline_values", "Label": "Baseline values (current numbers to compare against)", "FieldType": "textarea", "HelpText": "Enter current values for the metrics above (e.g., Availability 78%, Cycle time 15s, Reject 3%).", "Required": false }, { "Key": "owner_name", "Label": "Owner (who will run / own the experiment)", "FieldType": "text", "HelpText": "Name and role (e.g., 'Alex — line lead').", "Required": true }, { "Key": "follow_up_date", "Label": "Follow-up date (YYYY-MM-DD)", "FieldType": "text", "HelpText": "Date to check results and agree next steps. Use YYYY-MM-DD format. If you prefer, enter number of days in follow_up_days instead.", "Required": false }, { "Key": "follow_up_days", "Label": "Follow-up in (days)", "FieldType": "number", "HelpText": "Alternative to a date: how many days until follow-up (e.g., 0 = same shift, 1 = next day).", "Required": false }, { "Key": "follow_up_actions", "Label": "Follow-up actions / notes", "FieldType": "textarea", "HelpText": "What to check at follow-up and how to measure. Record results here after follow-up.", "Required": false }, { "Key": "escalation_needed", "Label": "Escalation needed?", "FieldType": "yesno", "HelpText": "Select yes if this needs immediate support from maintenance, engineering, or management.", "Required": false }, { "Key": "photo_or_link", "Label": "Photo or link (paste URL)", "FieldType": "text", "HelpText": "Paste a link to a photo, shared folder, or ticket if available.", "Required": false }, { "Key": "additional_comments", "Label": "Additional comments", "FieldType": "textarea", "HelpText": "Anything else useful for the team or next shift. Keep it brief.", "Required": false } ] }