Operator Onboarding: First 5 Days Plan (Interactive Checklist)

{ "Title": "Operator Onboarding: First 5 Days", "IntroductionHtml": "

Welcome — use this interactive checklist to guide a new operator through a staged, coached first five days. Each day contains short practical tasks, a quick competency rating, coach sign-off, and space for notes. Complete items on the floor with hands-on coaching rather than as a paper exercise. Sites should tailor tasks, durations, and success criteria to the specific role and equipment.

How to use: Fill the operator and role fields once. For each day, check completed tasks, give a short competence rating (1 = needs help, 5 = confident), ask the coach to sign off, and add any follow-up actions. Use the final questions to decide readiness and next steps.

", "SubmitLabel": "Save Onboarding Progress", "SuccessMessage": "Onboarding progress saved. Coach review recorded.", "DataType": "OperatorOnboarding.First5Days", "SchemaVersion": "1.0", "Fields": [ { "Key": "operator_name", "FieldType": "text", "Label": "New operator name", "HelpText": "Full name of the person being onboarded", "Required": true }, { "Key": "role_title", "FieldType": "text", "Label": "Role / job title", "HelpText": "Short role or station name (e.g., Machine A Operator)", "Required": true }, { "Key": "start_date", "FieldType": "text", "Label": "Start date", "HelpText": "YYYY-MM-DD or local preferred date format", "Required": false }, { "Key": "assigned_coach", "FieldType": "text", "Label": "Assigned coach / trainer", "HelpText": "Name of the person doing hands-on coaching", "Required": true }, { "Key": "day1_tasks", "FieldType": "checkbox", "Label": "Day 1 — Orientation, safety, and station basics (check completed)", "HelpText": "Short, coached activities to make the new operator safe and minimally able to observe tasks", "Required": false, "Options": [ { "Value": "d1_ppe", "Label": "PPE and site safety orientation completed" }, { "Value": "d1_housekeeping", "Label": "Work area layout, exits, and housekeeping expectations" }, { "Value": "d1_machine_overview", "Label": "Station/machine overview and intended output" }, { "Value": "d1_basic_controls", "Label": "Basic controls, emergency stop, and safe shutdown demonstrated" }, { "Value": "d1_shadow", "Label": "Paired-operator shadowing started (observe coach)" } ] }, { "Key": "day1_competency", "FieldType": "scale", "Label": "Day 1 — Coach micro-assessment: competence after day 1", "HelpText": "1 = needs hands-on guidance; 5 = comfortable with basics", "Required": true, "Min": 1, "Max": 5 }, { "Key": "day1_signoff", "FieldType": "yesno", "Label": "Day 1 — Coach sign-off", "HelpText": "Coach confirms the day’s objectives were met in a live, observed setting", "Required": true }, { "Key": "day1_coach_notes", "FieldType": "textarea", "Label": "Day 1 — Coach notes and follow-up actions", "HelpText": "Record specific coaching points, re-training needs, or hazards observed", "Required": false }, { "Key": "day2_tasks", "FieldType": "checkbox", "Label": "Day 2 — Hands-on basic tasks (check completed)", "HelpText": "Coach should move from demonstration to hands-on guided practice", "Required": false, "Options": [ { "Value": "d2_startup", "Label": "Safe startup and shutdown sequence practiced" }, { "Value": "d2_simple_run", "Label": "Run a short production cycle with coach assistance" }, { "Value": "d2_inspection", "Label": "Basic quality checks and visual inspection points" }, { "Value": "d2_materials", "Label": "Raw material handling and basic inventory steps" }, { "Value": "d2_recording", "Label": "Complete required production logs / forms with guidance" } ] }, { "Key": "day2_competency", "FieldType": "scale", "Label": "Day 2 — Coach micro-assessment: competence after day 2", "HelpText": "Rate readiness to perform simple tasks with supervision", "Required": true, "Min": 1, "Max": 5 }, { "Key": "day2_signoff", "FieldType": "yesno", "Label": "Day 2 — Coach sign-off", "HelpText": "Coach confirms observed hands-on performance", "Required": true }, { "Key": "day2_coach_notes", "FieldType": "textarea", "Label": "Day 2 — Coach notes and follow-up actions", "Required": false }, { "Key": "day3_tasks", "FieldType": "checkbox", "Label": "Day 3 — Independent cycles, troubleshooting, and quality", "HelpText": "Move toward independent execution with coach observation", "Required": false, "Options": [ { "Value": "d3_independent_run", "Label": "Complete multiple cycles independently with occasional coach checks" }, { "Value": "d3_troubleshoot", "Label": "Basic troubleshooting steps demonstrated (e.g., jam clearing)" }, { "Value": "d3_quality_checks", "Label": "Perform and record standard quality checks" }, { "Value": "d3_5s", "Label": "Participate in 5S or housekeeping for the station" } ] }, { "Key": "day3_competency", "FieldType": "scale", "Label": "Day 3 — Coach micro-assessment: competence after day 3", "HelpText": "Rate ability to perform routine tasks with minimal prompting", "Required": true, "Min": 1, "Max": 5 }, { "Key": "day3_signoff", "FieldType": "yesno", "Label": "Day 3 — Coach sign-off", "HelpText": "Coach confirms ability to safely run routine operations", "Required": true }, { "Key": "day3_coach_notes", "FieldType": "textarea", "Label": "Day 3 — Coach notes and follow-up actions", "Required": false }, { "Key": "day4_tasks", "FieldType": "checkbox", "Label": "Day 4 — Expanded responsibilities and exception handling", "HelpText": "Introduce slightly less-common tasks and start testing judgement under supervision", "Required": false, "Options": [ { "Value": "d4_changeover", "Label": "Simple changeover or setup steps practiced" }, { "Value": "d4_quality_decision", "Label": "Make pass/fail quality decisions with coach review" }, { "Value": "d4_reporting", "Label": "Complete production and quality reports unassisted" }, { "Value": "d4_escalation", "Label": "Demonstrate correct escalation for abnormal conditions" } ] }, { "Key": "day4_competency", "FieldType": "scale", "Label": "Day 4 — Coach micro-assessment: competence after day 4", "HelpText": "Rate confidence managing routine exceptions", "Required": true, "Min": 1, "Max": 5 }, { "Key": "day4_signoff", "FieldType": "yesno", "Label": "Day 4 — Coach sign-off", "HelpText": "Coach confirms competence with broader tasks", "Required": true }, { "Key": "day4_coach_notes", "FieldType": "textarea", "Label": "Day 4 — Coach notes and follow-up actions", "Required": false }, { "Key": "day5_tasks", "FieldType": "checkbox", "Label": "Day 5 — Final milestone run and readiness check", "HelpText": "Full run under typical shift conditions; final micro-assessment and coach sign-off for independent work", "Required": false, "Options": [ { "Value": "d5_full_shift_run", "Label": "Complete a standard production run under normal timing" }, { "Value": "d5_full_quality", "Label": "Demonstrate all quality checks without prompting" }, { "Value": "d5_safety_review", "Label": "Follow safety and lockout/tagout basics when needed" }, { "Value": "d5_peer_training", "Label": "Teach one small task back to another operator or trainee" } ] }, { "Key": "day5_competency", "FieldType": "scale", "Label": "Day 5 — Coach micro-assessment: competence after day 5", "HelpText": "Rate readiness for typical shift duties", "Required": true, "Min": 1, "Max": 5 }, { "Key": "day5_signoff", "FieldType": "yesno", "Label": "Day 5 — Coach final sign-off for independent operation", "HelpText": "Coach confirms operator can work independently for routine tasks", "Required": true }, { "Key": "day5_coach_notes", "FieldType": "textarea", "Label": "Day 5 — Coach final notes, concerns, and recommended next steps", "Required": false }, { "Key": "overall_readiness", "FieldType": "yesno", "Label": "Overall — Is the operator ready for independent shifts on this role/station?", "HelpText": "Answer after reviewing day 1–5 assessments and coach notes", "Required": true }, { "Key": "recommended_followup", "FieldType": "textarea", "Label": "Recommended follow-up training or support", "HelpText": "List additional on-the-job practice, shadow days, or formal training needed", "Required": false }, { "Key": "coach_signature", "FieldType": "text", "Label": "Coach name (who completed this review)", "HelpText": "Typed name is acceptable for record; integrate real signatures via future platform capability", "Required": true }, { "Key": "date_signed", "FieldType": "text", "Label": "Date of final review", "HelpText": "YYYY-MM-DD or local preferred date format", "Required": true } ] }