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Creating a Simple Static Schedule

A key part of maintaining strict quality standards is ensuring that the necessary quality checks are being performed on time. In this guide, you will create a simple Schedule which will require operators to run a set of checks based on the Machine they are working on, every hour during the work day. You will also create a Dashboard which will show any Machines which have missed checks today.

If you are not familiar with Accountability Data in GS, see the Core Concepts.

Prerequisites

This guide assumes that you have:

This guide will also utilize several Defects, but these are not required to complete this guide.

In this guide, the Part will be 3" Bolt, the Characteristics will be Length and Thread Depth. The Defects will be Marred Thread and Uneven Cut. The Machine Traceability set on the Workstations will be Cutting and Threading. You may modify the Parts, Characteristics, Traceability, and Defects to suit your particular workflow.

If you do not have these prerequisites, first complete the guides on Collecting SPC Data and Collecting Traceability.

Create the Inspection

Begin by creating the Inspection to be run periodically:

  1. Navigate to the Inspection list.
  2. Press the Add button. An image showing the location of the Add button on the Inspection list
  3. Fill in the Name field with Bolt Cutting Inspection.
  4. Press the Save button. An image showing the Inspection create form
  5. Add a Part Test to the Inspection Data panel and disable it. An image showing the disabled Part test
  6. Add one SPC Test and select the Length Characteristic.
  7. If you have Defects, add a Pass/Fail Test and set the Defect to Uneven Cut.
  8. Click the Save action.
  9. Navigate to the Inspection List and use the More Actions menu to Edit the Inspection settings. An image showing the Inspection List with the More Actions menu open
  10. Set the Published Revision to Revision 1. An image showing the Inspection List with the More Actions menu open

Repeat the above steps to create another Inspection named Threading Inspection, with the Thread Depth SPC Test and the Marred Threads Pass/Fail Test.

Create the Schedule

Next, create the Schedule that will be used to trigger the Inspection. This Schedule will run every weekday and will require the previously created Inspection to be run every hour for 8 hours. There will be a set of checks to be performed by both the Threading and Cutting Workstations.

  1. Navigate to the Schedules list.
  2. Press the Add button. An image showing the location of the Add button on the Schedule list
  3. Fill in the Name field with Static Schedule. An image showing the schedule create form
  4. If you have mulitiple Locations in your account, select a Location.
  5. Modify the other settings as desired. See the Schedule Reference for more information about each setting.
  6. Leave the Trigger Type as Recurring.
  7. Change the Schedule to Every Weekday.
  8. Change the Start Date to today, with the time 5 minutes in the future. In a real world scenario, you would typically set this time to your start of day (e.g. 8:00 AM). For the sake of being able to test this immediately, we will set it to shortly in the future. An image showing the recurrence schedule form

Before saving, link an Inspection to the Schedule. When a Schedule is triggered, it will set up an Accountability record for each linked Inspection. These linked Inspections will automatically have Traceability, Parts, and Processes preset based on your choices on the Schedule.

  1. Click the Add button. An image showing the inspections add button
  2. Set the Inspection to Bolt Cutting Inspection.
  3. Leave the Process as the default.
    1. If you have created multiple Processes, you will need to select a process.
  4. Set the Part to 3" Bolt.
  5. Add the Machine Traceability and set the value to Cutting. An image showing the inspection form
  6. Save the linked Inspection. An image showing the inspection confirm button

Repeat the above steps to link a second Inspection with the following settings:

Setting Value
Inspection Threading Inspection
Part 3" Bolt
Machine Traceability Threading

An image showing the final linked inspection

Finally, save the Schedule. You have now created a Schedule that will run every weekday and will require 8 checks to be performed hourly for each of the two Inspections. Only Workstations which have been set up to include the appropriate Machine Traceability will see those scheduled records.

Check My Schedules

Navigate to the My Schedules page. The current table should be empty.

An image showing the my schedules page with no schedules

Leave the page open and wait for several minutes. Get a coffee. Check your emails.

At this point, you should see a list of the 16 scheduled checks. If you do not see these checks, make sure that you are not assigned to a Workstation with the Machine Traceability set on it.

An image showing the my schedules page with schedules

Restrict Schedules By Workstation

In order to only see the checks that would apply to a specific Workstation, navigate to the Device Settings page. Select one of the Workstations you set up, then click Save.

An image showing the device settings page with a workstation selected

Navigating back to the My Schedules page should now only show 8 rows, appropriately restricted to the Workstation you selected.

An image showing the my schedules page with schedules applying to one of the workstatiosn

Run a Schedule

At least one of the scheduled Checks in the table should be blue or yellow, with the Run button enabled. For more information about the colors of the rows, see Schedule Colors.

An image showing the My Schedules page with the run button highlighted

Run one of the Inspections. Notice that the Part has automatically been filled in with Part that was selected when you linked the Inspection to the Schedule. The same would be true for Process or Traceability tests in the Inspection Data area.

Complete the Inspection. Notice that the row is now green and marked as Complete. You may control how long completed records continue to appear in the table by modifying the Show Completed Schedules (Minutes) Global Setting.

An image showing the My Schedules page with one schedule completed

Create the Dashboard

Next, set up a Dashboard that will be used to track which checks are being missed:

  1. Navigate to Quick Chart.
  2. Press Save.
  3. Enter the name Machine Checks.

Add a Retrieval

  1. Press Add Retreival. An image showing the location of the Add Retrieval button on the Dashboard
  2. Fill in the Name field with Accountability Retrieval.
  3. Leave the Date field as Current Day. An image showing the date field
  4. Select the Part which you entered data for. An image showing the process field
  5. Press Confirm. An image showing the confirm button

Add a Stats Grid

In order to display the number of checks that are late, use a Stats Grid with conditional formatting to highlight any late checks:

  1. Press the Stats Grid button. An image showing the stats grid button
  2. Change the Process Group Column to Machine. An image showing the location of the group column edit
  3. Press Add Column in the Value Columns section. An image showing the location of the value column add
  4. Change the Data Type to Accountability.
  5. Select "Count Late". An image showing the value column
  6. Press Add in the Conditional Formatting section.
  7. Change the Color to a shade of red.
  8. Change the condition to Count Late greater than 0. An image showing the conditional formatting
  9. Press Confirm.
  10. Press Confirm on the next overlay.

An image showing the stats grid

If you would like to see the CPK (SPC) or any Defect percentages, you may add those to this Stats Grid as well.

You should now see two rows with a Count Late of 0. But if you wait a few minutes and refresh the Dashboard, you should notice that the Count Late increases and the cell turns red, indicating that there were some rows that were late.

Up Next

Most of the time, Schedules are not quite as simple as running the same Part every day. See Creating a Dynamic Schedule for a guide on setting up a more dynamic scheduling workflow.

See Also