OEE Daily Shift Report Template — Shift Handoff & Action Tracker

{ "Title": "OEE Daily Shift Report", "IntroductionHtml": "

This shift handoff helps frontline teams record the most important information needed to improve OEE between shifts. Use brief entries focused on the top 3 losses that cost the most time or value. Where possible, attach evidence (photos, log IDs) in your platform workspace and notify owners to follow up.

", "SubmitLabel": "Save Shift Report", "SuccessMessage": "Shift report saved. Owners have been recorded for follow up. Consider adding the report to the OEE board for tracking.", "DataType": "OEEShiftReport", "SchemaVersion": 1, "Fields": [ { "Key": "report_date", "FieldType": "text", "Label": "Date", "HelpText": "Enter the date (YYYY-MM-DD or local format).", "Required": true }, { "Key": "shift", "FieldType": "select", "Label": "Shift", "Options": [ {"Value": "day", "Label": "Day"}, {"Value": "swing", "Label": "Swing/Evening"}, {"Value": "night", "Label": "Night"}, {"Value": "other", "Label": "Other"} ], "Required": true }, { "Key": "area", "FieldType": "text", "Label": "Plant / Area / Line / Machine", "HelpText": "Where this report applies (line name, machine ID, area).", "Required": true }, { "Key": "outgoing_operator", "FieldType": "text", "Label": "Outgoing operator (name)", "Required": true }, { "Key": "incoming_operator", "FieldType": "text", "Label": "Incoming operator (name)", "Required": false }, { "Key": "supervisor", "FieldType": "text", "Label": "Supervisor (on duty)", "Required": false }, { "Key": "shift_summary", "FieldType": "textarea", "Label": "Shift summary (2–4 sentences)", "HelpText": "Briefly describe what went well and the main problems that affected production.", "Required": false }, { "Key": "availability", "FieldType": "number", "Label": "Availability (%)", "HelpText": "Percent of scheduled time the line was available (0–100). Enter whole or decimal numbers.", "Required": true, "Min": 0, "Max": 100 }, { "Key": "performance", "FieldType": "number", "Label": "Performance (%)", "HelpText": "Speed performance relative to ideal cycle (0–100).", "Required": true, "Min": 0, "Max": 100 }, { "Key": "quality", "FieldType": "number", "Label": "Quality (%)", "HelpText": "Good units as a percent of total started units (0–100).", "Required": true, "Min": 0, "Max": 100 }, { "Key": "oee", "FieldType": "number", "Label": "Calculated OEE (%)", "HelpText": "If available, enter system-calculated OEE or leave blank for the system to populate from connected data. (Availability x Performance x Quality)", "Required": false, "Min": 0, "Max": 100 }, { "Key": "top_loss_1_category", "FieldType": "select", "Label": "Top loss #1 — Category", "Options": [ {"Value": "breakdown", "Label": "Equipment breakdown"}, {"Value": "setup_changeover", "Label": "Setup / Changeover"}, {"Value": "quality_rejects", "Label": "Quality / Rework"}, {"Value": "material_shortage", "Label": "Material shortage"}, {"Value": "waiting", "Label": "Waiting / Operator unavailable"}, {"Value": "tooling", "Label": "Tooling / Consumables"}, {"Value": "other", "Label": "Other"} ], "Required": true }, { "Key": "top_loss_1_other", "FieldType": "text", "Label": "If 'Other', explain", "Required": false }, { "Key": "top_loss_1_time_lost_minutes", "FieldType": "number", "Label": "Time lost (minutes)", "HelpText": "Estimate minutes lost for this loss during the shift.", "Required": true, "Min": 0 }, { "Key": "top_loss_1_time_saved_target_minutes", "FieldType": "number", "Label": "Time saved target for next shift (minutes)", "HelpText": "A realistic short-term containment or improvement target to reduce this loss.", "Required": false, "Min": 0 }, { "Key": "top_loss_1_containment", "FieldType": "textarea", "Label": "Containment actions taken (brief)", "Required": false }, { "Key": "top_loss_1_owner", "FieldType": "text", "Label": "Owner for next-shift action", "HelpText": "Name or role responsible for follow-up.", "Required": false }, { "Key": "top_loss_2_category", "FieldType": "select", "Label": "Top loss #2 — Category", "Options": [ {"Value": "breakdown", "Label": "Equipment breakdown"}, {"Value": "setup_changeover", "Label": "Setup / Changeover"}, {"Value": "quality_rejects", "Label": "Quality / Rework"}, {"Value": "material_shortage", "Label": "Material shortage"}, {"Value": "waiting", "Label": "Waiting / Operator unavailable"}, {"Value": "tooling", "Label": "Tooling / Consumables"}, {"Value": "other", "Label": "Other"} ], "Required": false }, { "Key": "top_loss_2_other", "FieldType": "text", "Label": "If 'Other', explain", "Required": false }, { "Key": "top_loss_2_time_lost_minutes", "FieldType": "number", "Label": "Time lost (minutes)", "Required": false, "Min": 0 }, { "Key": "top_loss_2_time_saved_target_minutes", "FieldType": "number", "Label": "Time saved target for next shift (minutes)", "Required": false, "Min": 0 }, { "Key": "top_loss_2_containment", "FieldType": "textarea", "Label": "Containment actions taken (brief)", "Required": false }, { "Key": "top_loss_2_owner", "FieldType": "text", "Label": "Owner for next-shift action", "Required": false }, { "Key": "top_loss_3_category", "FieldType": "select", "Label": "Top loss #3 — Category", "Options": [ {"Value": "breakdown", "Label": "Equipment breakdown"}, {"Value": "setup_changeover", "Label": "Setup / Changeover"}, {"Value": "quality_rejects", "Label": "Quality / Rework"}, {"Value": "material_shortage", "Label": "Material shortage"}, {"Value": "waiting", "Label": "Waiting / Operator unavailable"}, {"Value": "tooling", "Label": "Tooling / Consumables"}, {"Value": "other", "Label": "Other"} ], "Required": false }, { "Key": "top_loss_3_other", "FieldType": "text", "Label": "If 'Other', explain", "Required": false }, { "Key": "top_loss_3_time_lost_minutes", "FieldType": "number", "Label": "Time lost (minutes)", "Required": false, "Min": 0 }, { "Key": "top_loss_3_time_saved_target_minutes", "FieldType": "number", "Label": "Time saved target for next shift (minutes)", "Required": false, "Min": 0 }, { "Key": "top_loss_3_containment", "FieldType": "textarea", "Label": "Containment actions taken (brief)", "Required": false }, { "Key": "top_loss_3_owner", "FieldType": "text", "Label": "Owner for next-shift action", "Required": false }, { "Key": "escalation_items", "FieldType": "textarea", "Label": "Escalation items", "HelpText": "List issues that require supervisor/maintenance/engineering attention and why they are urgent.", "Required": false }, { "Key": "continuous_improvement_ideas", "FieldType": "textarea", "Label": "Quick continuous-improvement ideas (2–3 bullet ideas)", "Required": false }, { "Key": "ci_priority", "FieldType": "select", "Label": "CI priority", "Options": [ {"Value": "high", "Label": "High"}, {"Value": "medium", "Label": "Medium"}, {"Value": "low", "Label": "Low"} ], "Required": false }, { "Key": "attachments_reference", "FieldType": "text", "Label": "Attachments / evidence reference", "HelpText": "Link or reference to photos, log IDs, XR tickets, or folder where supporting files are stored.", "Required": false }, { "Key": "outgoing_signed", "FieldType": "yesno", "Label": "Outgoing signed (operator)", "Required": false }, { "Key": "incoming_signed", "FieldType": "yesno", "Label": "Incoming signed (operator)", "Required": false }, { "Key": "notes", "FieldType": "textarea", "Label": "Additional notes", "Required": false } ] }