Finite Scheduling Pre-Execution Checksheet

{ "Title": "Finite Scheduling Pre-Execution Checksheet", "IntroductionHtml": "

Use this checksheet to confirm the key inputs and constraints for a short-term finite schedule before you release it. Complete every required field, add notes where problems exist, then save a copy so the organization can track decisions, exceptions, and follow-ups.

", "SubmitLabel": "Save Checksheet", "SuccessMessage": "Checksheet saved. If any items were marked as partial or missing, follow the listed contingencies and notify stakeholders.", "DataType": "FiniteSchedulingPreExecutionChecksheet", "SchemaVersion": "1.0", "Fields": [ {"Key": "plan_id", "FieldType": "text", "Label": "Plan / Schedule ID", "Required": true, "HelpText": "Give this schedule a unique name or ID (e.g., 'LineA_2026-08-30_shift1')."}, {"Key": "planner_name", "FieldType": "text", "Label": "Planner / Scheduler", "Required": true}, {"Key": "plan_date", "FieldType": "text", "Label": "Plan Date", "Required": true, "HelpText": "Use YYYY-MM-DD format."}, {"Key": "release_time", "FieldType": "text", "Label": "Planned Release Time", "Required": true, "HelpText": "Local time when the plan will be issued (HH:MM)."}, {"Key": "shifts_covered", "FieldType": "checkbox", "Label": "Shifts Covered", "Options": [{"Value": "day", "Label": "Day"}, {"Value": "swing", "Label": "Swing"}, {"Value": "night", "Label": "Night"}]}, {"Key": "horizon_hours", "FieldType": "number", "Label": "Planning Horizon (hours)", "HelpText": "Number of hours this schedule covers (e.g., 8, 24)."}, {"Key": "impacted_commitments", "FieldType": "textarea", "Label": "Impacted Orders / Delivery Commitments", "HelpText": "List purchase orders, customer shipments or internal commitments affected by this run."}, {"Key": "bom_routings_confirmed", "FieldType": "yesno", "Label": "BOM & Routings Confirmed", "HelpText": "Have the latest BOM revisions and routings been applied to these work orders?"}, {"Key": "bom_routing_notes", "FieldType": "textarea", "Label": "BOM / Routing Notes (if any)", "HelpText": "List revision differences or items that require engineering or purchasing follow-up."}, {"Key": "critical_components_status", "FieldType": "radio", "Label": "Critical Components Status", "Options": [{"Value": "all", "Label": "All critical components available"}, {"Value": "partial", "Label": "Some components delayed or short"}, {"Value": "missing", "Label": "Critical components missing"}], "Required": true, "HelpText": "Choose the best description of critical material availability."}, {"Key": "critical_components_notes", "FieldType": "textarea", "Label": "Critical Component Details / Expected ETAs", "HelpText": "If partial or missing, list part numbers, quantities, and ETA or substitution plan."}, {"Key": "machine_availability_confirmed", "FieldType": "yesno", "Label": "Machine / Cell Availability Confirmed", "HelpText": "Include toolings, fixtures, and known downtime windows."}, {"Key": "machine_availability_notes", "FieldType": "textarea", "Label": "Machine Availability Notes", "HelpText": "Identify planned maintenance, machine reservations, or conflicts."}, {"Key": "bottleneck_workcenter", "FieldType": "text", "Label": "Primary Bottleneck Workcenter", "Required": true, "HelpText": "Which workcenter or resource limits throughput for this plan?"}, {"Key": "available_capacity_hours", "FieldType": "number", "Label": "Available Capacity at Bottleneck (hours)", "Required": true, "HelpText": "Total available production hours at the bottleneck for the planning horizon."}, {"Key": "planned_changeovers", "FieldType": "textarea", "Label": "Planned Changeovers", "HelpText": "List changeover events, estimated durations, and readiness of required changeover teams or tools."}, {"Key": "operator_skill_coverage_confirmed", "FieldType": "yesno", "Label": "Operator Skill Coverage Confirmed", "HelpText": "Do you have operators with required skills on each shift?"}, {"Key": "operator_coverage_notes", "FieldType": "textarea", "Label": "Operator Coverage Notes", "HelpText": "Note cross-trained backups or gaps to fill."}, {"Key": "feeder_line_constraints_checked", "FieldType": "yesno", "Label": "Feeder Line / Upstream Constraints Checked", "HelpText": "Are upstream feeding cells or suppliers able to supply at required rate?"}, {"Key": "feeder_notes", "FieldType": "textarea", "Label": "Feeder / Upstream Notes"}, {"Key": "planned_maintenance_conflicts", "FieldType": "yesno", "Label": "Planned Maintenance Conflicts", "HelpText": "Does any scheduled maintenance conflict with this run?"}, {"Key": "maintenance_window_notes", "FieldType": "textarea", "Label": "Maintenance Window Notes"}, {"Key": "quality_inspection_requirements", "FieldType": "yesno", "Label": "Quality / Inspection Requirements Identified", "HelpText": "Have required inspections, hold points, or special tests been scheduled?"}, {"Key": "quality_notes", "FieldType": "textarea", "Label": "Quality / Inspection Notes"}, {"Key": "setup_tooling_ready", "FieldType": "yesno", "Label": "Setup, Tooling & Fixtures Ready", "HelpText": "Are all setup materials and fixtures staged and verified?"}, {"Key": "tooling_notes", "FieldType": "textarea", "Label": "Tooling / Setup Notes"}, {"Key": "contingency_rule_selected", "FieldType": "select", "Label": "Contingency Rule for Rush Orders", "Options": [{"Value": "rule_a", "Label": "Prioritize urgent customer orders (Rule A)"}, {"Value": "rule_b", "Label": "Protect bottleneck throughput (Rule B)"}, {"Value": "manual", "Label": "Manual escalation to planner/manager"}], "HelpText": "Select the contingency approach if a rush order appears after release."}, {"Key": "contingency_notes", "FieldType": "textarea", "Label": "Contingency Details / Escalation Contacts", "HelpText": "List phone/email of who to call and the steps to follow."}, {"Key": "freeze_window_confirmed", "FieldType": "yesno", "Label": "Schedule Freeze Window Confirmed", "HelpText": "Is there a freeze window that prevents changes after release?"}, {"Key": "freeze_window_details", "FieldType": "textarea", "Label": "Freeze Window Details"}, {"Key": "safety_constraints_confirmed", "FieldType": "yesno", "Label": "Safety / Regulatory Constraints Checked", "HelpText": "Any permits, safety checks or regulatory holds required?"}, {"Key": "safety_notes", "FieldType": "textarea", "Label": "Safety / Regulatory Notes"}, {"Key": "hold_points", "FieldType": "textarea", "Label": "Planned Hold Points or Inspection Stops", "HelpText": "List required hold points to prevent downstream scrap."}, {"Key": "expected_throughput_target", "FieldType": "number", "Label": "Expected Throughput Target (units per shift)", "HelpText": "Target the plan is intended to achieve."}, {"Key": "balanced_against_bottleneck", "FieldType": "yesno", "Label": "Schedule Balanced Against Bottleneck?", "HelpText": "Does the planned sequence and WIP match bottleneck capacity?"}, {"Key": "risk_level", "FieldType": "select", "Label": "Risk Level", "Options": [{"Value": "low", "Label": "Low — minor or no exceptions"}, {"Value": "medium", "Label": "Medium — some partial gaps requiring monitoring"}, {"Value": "high", "Label": "High — missing critical inputs or major conflicts"}], "HelpText": "Planner assessment of how risky it is to release this schedule."}, {"Key": "final_approval", "FieldType": "select", "Label": "Final Decision", "Options": [{"Value": "approve", "Label": "Approve and Release"}, {"Value": "changes_required", "Label": "Requires Changes — do not release"}, {"Value": "hold", "Label": "Hold — escalate to manager"}], "Required": true}, {"Key": "approver_name", "FieldType": "text", "Label": "Approver Name", "HelpText": "Person approving or rejecting this plan (planner or manager)."}, {"Key": "notes_and_signature", "FieldType": "textarea", "Label": "Notes, Follow-up Actions & Signature", "HelpText": "Record follow-up tasks, owners, deadlines, and a brief justification for the decision."} ] }