qm form building - tracegains tgcon/final...paper forms can miss crucial data collection points ....

Copyright © 2019 TraceGains, Inc. All rights reserved.

QM Form Building

Meet your instructor


Eric HammerImplementation Specialist

The Struggle is Real

PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS Paper forms don’t remind operators to fill in key data points.

MONTIORING SAFETY PLANS & CORRECTIVE ACTION PROGRAMS CONSUMES MY DAY!These manual tasks are both resource and time intensive.

PROCESS IMPROVEMENT!?Filed paper can’t provide insight into trends and emerging problems critical for process improvement.

https://files.slack.com/files-pri/T02TA791Z-FJ10UDML0/istock-163080226.jpg


So Many Documents!


Quality Management Can Fix itSINGLE REPOSITORYQM organizes and digitizes relevant quality documentation within a single repository.

CONTINUOUS PROCESS IMPROVEMENTQM helps analyzes quality control and food safety data, providing real-time plant floor insight to drive continuous improvement

NOTIFICATIONSUnacceptable values can trigger notifications so

issues can be addressed immediately.

MAINTAIN COMPLIANCE STANDARDSDigitized forms allow plant floor information to be

automatically matched with compliance standards and benchmarks

Objectives


• Understand the format of the workbook

• Understand how the workbook converts into the QM module

• How to avoid some common configuration workbook errors

What does data collection in QM look like?



Section 1: General Information“Common attributes” applied to all forms

within that data collection program.(Speak to your CSM for help identifying these)

• QM Program Name• Plant• Collection Time• Technician• An area for form instructions• General Product Information (added as needed on

this data collection program)

Section 2 of QM form: WorkbookThe workbook uses this section to build your data collection

points.

1

2

3

QM Program ID: Internal Form Number

1

2

3

QM Program Name:Your Form Name

1

2

3

Organize into 1 of 3 QM Program Groups:1. Controls:

• Set frequency• Typically completed during production • Examples: Metal Detectors, Label Checks,

and Temperature Controls2. Prerequisites:

• Set frequency or schedule• Typically completed prior to production • Examples: Equipment Calibration, Sanitation

Checks, Maintenance Inspections3. Misc. Logs:

• Not collected at any set frequency or schedule

• Examples: Visitor Logs, Shipping & Receiving Logs, various incident logs

Programs ID/Name/Group:Internal ID and Form Name grouped into one of three

QM Program Groups

1

2

3

Attribute Groups:Used to categorize the data collection points within your

facility.

Attribute Code: • A specific, condensed code representing

the data you’re collecting. • This code needs to be unique within the

form you’re creating. • Try to reuse codes within the site/not within

the form

(Example: 10 weight checks within the same form )


QM Program Groups

1

2

3

Attribute Code:specific, condensed summary of the data

you’re collecting.


facility.




facility.


QM Program Groups

1

2

3

Attribute Name:Displayed on the form. Include units of measurement.

Programs ID/Name/Group:Internal ID and Form Name

grouped into one of three QM Program Groups

1

2

3

Attribute Name:What the be displayed in TraceGains,

include units of measurement.

Type: What kind of data will be collected


facility.






facility.

Programs:Internal ID and Form Name


1

2

3



Type: What kind of data will be collected 8 Data Types Supported:

1. TextResponses that will be 128 characters or lessDrop downs/Radio Button Selections

2. CommentDescriptive responses

3. IntegerNumerical data that will not have a decimal

4. NumericNumerical data that contains (or may contain) a decimal

5. Yes/NoResponses restricted to Yes or No

6. DateResponse where only a date is needed

7. Date TimeResponse where both a date & time is needed

8. ImageAn image file (such as a .jpg or .png)



1

2

3




Required:Is the

attribute required to

be answered?

Order:Specifies the

order in which attributes

display by form

Restrict to List:Restrict users to

answer only with the

options you provide.

Business Rules: How the system determines

the acceptable range/values associated with an attribute.


facility.





1

2

3




Required:Is the

attribute required to

be answered?

Order:Specifies the

order in which attributes

display by form

Restrict to List:Restrict users to

answer only with the

options you provide.


facility.



TraceStation Label &

TraceStationDescription

Columns

Business Rules: How the system determines

the acceptable range/values associated with an attribute.


TraceStation Label/Descriptionfor Form Sectioning

Section 1Section 2


TraceStation Label/Descriptionfor Form Sectioning

Business Rules (Hidden from view)

TraceStation Label Section Headers

TraceStation Description Section instructions

Section 1

Section 2


Form Without TraceStation Labels

or Descriptions

Form Sectioning with TraceStation

Label and Description


Form Without aTraceStation Description

Attribute Detail withTraceStation

Description

Questions on workbook columns?


Converting paper formsinto QM

Verify Common Attributes with CSM (“Common attributes” are applied to all forms within that data collection program.)

Form BasicsQM Program Name and ID

Verified Common Attributes with CSM (“Common attributes” are applied to all forms

within that data collection program.)

Verified Common Attributes with CSM (“Common attributes” are applied to all forms

within that data collection program.)

Configuration status for an attribute:



Categorize your Data Collection ProgramQM Program Group


Data Collection OrganizationQM Program Group

Do you complete this form as part of theproduction cycle?


Does you typically complete this form with a set frequency or schedule?

This form is not associated with the productioncycle.

This form is not completed with any set frequency.

Data Collection OrganizationQM Program Group

MISC LOG


Do you complete this form as part of theproduction cycle?

Does you typically complete this form with a set frequency or schedule?



Build your attributesSingle Attribute Example




Attribute CreationAttribute Group

Used to categorize the data collection points within your

facility.

Building your WorkbookAttribute Code

• A specific, condensed code representing the data you’re collecting.

• This code needs to be unique within the form you’re creating.

• Try to reuse codes within the site/not within the form


Building your WorkbookAttribute Name

• Displayed to the user• Include units of measurement

(when applicable)


Building your WorkbookData Type

What type of data you’re collecting:1. Text2. Comment3. Integer4. Numeric5. Yes/No6. Date7. Date Time8. Image


Building your Workbook“Required” Field ..yes!

Should a response be required in order to save the form?


Building your Workbook“Required” Field


Should a response be required in order to save the form?

..yes!

Building your WorkbookAttribute Order

Where do you want this attribute to appear on your

form?


1

2

3

4

5

6

7

8

9



1

2

3

4

5

6

7

8

9


form?



1


form?

Building your WorkbookRestrict to List ..yes!

Do you want to restrict users to responding only to the options you’ve provided?


Building your WorkbookBusiness Rules/

Acceptable Ranges

Is there an acceptable range, or certain values you would consider “out of spec?”


Yes – “No” would not meet our requirement for this data collection

point

Building your WorkbookBusiness Rules/

Acceptable Ranges

Is there an acceptable range, or certain values you would consider “out of spec?”

Yes – “No” would not meet our requirement for this data collection

point




Build your attributesSingle Attribute Example

COMPLETE

Submit the workbook to your CSM


Great, my forms are built! How else will these attributes appear in QM?



QM Dashboard


QM DashboardQM Program Group


QM DashboardQM Program Name


QM DashboardAttribute Name


QM DashboardBusiness Rules

(Acceptable Range)

Questions on the workbook and how it converts to QM?


QM Workbook Best Practices

Puzzling Workbook Scenarios(and some ways to approach them)


Example 1 of 3


Puzzling Workbook Scenarios

Weight Check Form50 data collection points: 10 Weight

checks repeated 5 times daily

One form

Build the workbook with 10 weight checks

representing one of the daily checks.

Shorter forms are typically easier to use and

maintain.

Today TraceGains

Example 2 of 3Puzzling Workbook Scenarios

Sanitation CheckForm with 100 data

collection points and multiple area inspections.

Separate the multi-area inspections by checks

that can be completed together.

Separate multi-user inspections based on job

function.

Security Timeout, users time out without activity.

Today TraceGains


Example 3 of 3Puzzling Workbook Scenarios

QA: Scorecard Evaluation

Inspecting product, once an hour – some data collection points

are only required at the beginning and end of a

shift.

One form

Build the workbook to represent one entire

inspection.

Create and use a ‘Shift’ attribute to indicate which type of check and make

related checks not required.

Today TraceGains


Two forms

or possibly..

Divide forms for a “typical” check and also a complete

shift based check.

Reference the QM Workbook’s Instructional Tabs/Ask Your CSM


Resources


QM Configuration Workbook Instructional Guide

QM Configuration Workbook Video

This PowerPoint Presentation (and all others)

via the app:TGCon 2019

(pw: gofaster2019)

Questions?


Form Modification Demo
