QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS ....
Transcript of QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS ....
![Page 1: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/1.jpg)
Copyright © 2019 TraceGains, Inc. All rights reserved.
QM Form Building
![Page 2: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/2.jpg)
Meet your instructor
Copyright © 2019 TraceGains, Inc. All rights reserved.
Eric HammerImplementation Specialist
![Page 3: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/3.jpg)
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.
![Page 4: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/4.jpg)
Copyright © 2019 TraceGains, Inc. All rights reserved.
So Many Documents!
![Page 5: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/5.jpg)
![Page 6: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/6.jpg)
Copyright © 2019 TraceGains, Inc. All rights reserved.
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
![Page 7: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/7.jpg)
Objectives
Copyright © 2019 TraceGains, Inc. All rights reserved.
• Understand the format of the workbook
• Understand how the workbook converts into the QM module
• How to avoid some common configuration workbook errors
![Page 8: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/8.jpg)
What does data collection in QM look like?
Copyright © 2019 TraceGains, Inc. All rights reserved.
![Page 9: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/9.jpg)
Copyright © 2019 TraceGains, Inc. All rights reserved.
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)
![Page 10: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/10.jpg)
Section 2 of QM form: WorkbookThe workbook uses this section to build your data collection
points.
![Page 11: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/11.jpg)
1
2
3
QM Program ID: Internal Form Number
![Page 12: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/12.jpg)
1
2
3
QM Program Name:Your Form Name
![Page 13: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/13.jpg)
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
![Page 14: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/14.jpg)
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 )
![Page 15: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/15.jpg)
Programs ID/Name/Group:Internal ID and Form Name grouped into one of three
QM Program Groups
1
2
3
Attribute Code:specific, condensed summary of the data
you’re collecting.
Attribute Groups:Used to categorize the data collection points within your
facility.
![Page 16: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/16.jpg)
Attribute Code:specific, condensed summary of the data
you’re collecting.
Attribute Groups:Used to categorize the data collection points within your
facility.
Programs ID/Name/Group:Internal ID and Form Name grouped into one of three
QM Program Groups
1
2
3
Attribute Name:Displayed on the form. Include units of measurement.
![Page 17: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/17.jpg)
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
Attribute Groups:Used to categorize the data collection points within your
facility.
Attribute Code:specific, condensed summary of the data
you’re collecting.
![Page 18: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/18.jpg)
Attribute Code:specific, condensed summary of the data
you’re collecting.
Attribute Groups:Used to categorize the data collection points within your
facility.
Programs: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 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)
![Page 19: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/19.jpg)
Programs: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
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.
Attribute Groups:Used to categorize the data collection points within your
facility.
Attribute Code:specific, condensed summary of the data
you’re collecting.
![Page 20: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/20.jpg)
Programs: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
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.
Attribute Groups:Used to categorize the data collection points within your
facility.
Attribute Code:specific, condensed summary of the data
you’re collecting.
TraceStation Label &
TraceStationDescription
Columns
Business Rules: How the system determines
the acceptable range/values associated with an attribute.
![Page 21: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/21.jpg)
Copyright © 2019 TraceGains, Inc. All rights reserved.
TraceStation Label/Descriptionfor Form Sectioning
Section 1Section 2
![Page 22: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/22.jpg)
Copyright © 2019 TraceGains, Inc. All rights reserved.
TraceStation Label/Descriptionfor Form Sectioning
Business Rules (Hidden from view)
TraceStation Label Section Headers
TraceStation Description Section instructions
Section 1
Section 2
![Page 23: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/23.jpg)
Copyright © 2019 TraceGains, Inc. All rights reserved.
Form Without TraceStation Labels
or Descriptions
Form Sectioning with TraceStation
Label and Description
![Page 24: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/24.jpg)
Copyright © 2019 TraceGains, Inc. All rights reserved.
Form Without aTraceStation Description
Attribute Detail withTraceStation
Description
![Page 25: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/25.jpg)
Questions on workbook columns?
Copyright © 2019 TraceGains, Inc. All rights reserved.
![Page 26: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/26.jpg)
Converting paper formsinto QM
![Page 27: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/27.jpg)
Verify Common Attributes with CSM (“Common attributes” are applied to all forms within that data collection program.)
Form BasicsQM Program Name and ID
![Page 28: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/28.jpg)
Verified Common Attributes with CSM (“Common attributes” are applied to all forms
within that data collection program.)
![Page 29: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/29.jpg)
Verified Common Attributes with CSM (“Common attributes” are applied to all forms
within that data collection program.)
Configuration status for an attribute:
![Page 30: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/30.jpg)
Verified Common Attributes with CSM (“Common attributes” are applied to all forms
within that data collection program.)
Configuration status for an attribute:
![Page 31: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/31.jpg)
Verified Common Attributes with CSM (“Common attributes” are applied to all forms
within that data collection program.)
Configuration status for an attribute:
![Page 32: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/32.jpg)
Verify Common Attributes with CSM (“Common attributes” are applied to all forms within that data collection program.)
Form BasicsQM Program Name and ID
Categorize your Data Collection ProgramQM Program Group
Configuration status for an attribute:
![Page 33: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/33.jpg)
Data Collection OrganizationQM Program Group
Do you complete this form as part of theproduction cycle?
Configuration status for an attribute:
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.
![Page 34: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/34.jpg)
Data Collection OrganizationQM Program Group
MISC LOG
Configuration status for an attribute:
Do you complete this form as part of theproduction cycle?
Does you typically complete this form with a set frequency or schedule?
![Page 35: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/35.jpg)
Verify Common Attributes with CSM (“Common attributes” are applied to all forms within that data collection program.)
Form BasicsQM Program Name and ID
Build your attributesSingle Attribute Example
Configuration status for an attribute:
Categorize your Data Collection ProgramQM Program Group
![Page 36: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/36.jpg)
Configuration status for an attribute:
Attribute CreationAttribute Group
Used to categorize the data collection points within your
facility.
![Page 37: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/37.jpg)
Configuration status for an attribute:
Attribute CreationAttribute Group
Used to categorize the data collection points within your
facility.
![Page 38: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/38.jpg)
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
Configuration status for an attribute:
![Page 39: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/39.jpg)
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
Configuration status for an attribute:
![Page 40: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/40.jpg)
Building your WorkbookAttribute Name
• Displayed to the user• Include units of measurement
(when applicable)
Configuration status for an attribute:
![Page 41: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/41.jpg)
Building your WorkbookData Type
What type of data you’re collecting:1. Text2. Comment3. Integer4. Numeric5. Yes/No6. Date7. Date Time8. Image
Configuration status for an attribute:
![Page 42: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/42.jpg)
Building your WorkbookData Type
What type of data you’re collecting:1. Text2. Comment3. Integer4. Numeric5. Yes/No6. Date7. Date Time8. Image
Configuration status for an attribute:
![Page 43: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/43.jpg)
Building your Workbook“Required” Field ..yes!
Should a response be required in order to save the form?
Configuration status for an attribute:
![Page 44: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/44.jpg)
Building your Workbook“Required” Field
Configuration status for an attribute:
Should a response be required in order to save the form?
..yes!
![Page 45: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/45.jpg)
Building your WorkbookAttribute Order
Where do you want this attribute to appear on your
form?
Configuration status for an attribute:
1
2
3
4
5
6
7
8
9
![Page 46: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/46.jpg)
Building your WorkbookAttribute Order
Configuration status for an attribute:
1
2
3
4
5
6
7
8
9
Where do you want this attribute to appear on your
form?
![Page 47: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/47.jpg)
Building your WorkbookAttribute Order
Configuration status for an attribute:
1
Where do you want this attribute to appear on your
form?
![Page 48: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/48.jpg)
Building your WorkbookRestrict to List ..yes!
Do you want to restrict users to responding only to the options you’ve provided?
Configuration status for an attribute:
![Page 49: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/49.jpg)
Building your WorkbookRestrict to List ..yes!
Do you want to restrict users to responding only to the options you’ve provided?
Configuration status for an attribute:
![Page 50: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/50.jpg)
Building your WorkbookBusiness Rules/
Acceptable Ranges
Is there an acceptable range, or certain values you would consider “out of spec?”
Configuration status for an attribute:
Yes – “No” would not meet our requirement for this data collection
point
![Page 51: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/51.jpg)
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
![Page 52: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/52.jpg)
Verify Common Attributes with CSM (“Common attributes” are applied to all forms within that data collection program.)
Form BasicsQM Program Name and ID
Configuration status for an attribute:
Build your attributesSingle Attribute Example
COMPLETE
Submit the workbook to your CSM
Categorize your Data Collection ProgramQM Program Group
![Page 53: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/53.jpg)
Great, my forms are built! How else will these attributes appear in QM?
Copyright © 2019 TraceGains, Inc. All rights reserved.
![Page 54: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/54.jpg)
Copyright © 2019 TraceGains, Inc. All rights reserved.
QM Dashboard
![Page 55: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/55.jpg)
Copyright © 2019 TraceGains, Inc. All rights reserved.
QM DashboardQM Program Group
![Page 56: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/56.jpg)
Copyright © 2019 TraceGains, Inc. All rights reserved.
QM DashboardQM Program Name
![Page 57: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/57.jpg)
Copyright © 2019 TraceGains, Inc. All rights reserved.
QM DashboardAttribute Name
![Page 58: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/58.jpg)
Copyright © 2019 TraceGains, Inc. All rights reserved.
QM DashboardBusiness Rules
(Acceptable Range)
![Page 59: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/59.jpg)
Questions on the workbook and how it converts to QM?
Copyright © 2019 TraceGains, Inc. All rights reserved.
![Page 60: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/60.jpg)
QM Workbook Best Practices
![Page 61: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/61.jpg)
Puzzling Workbook Scenarios(and some ways to approach them)
Copyright © 2019 TraceGains, Inc. All rights reserved.
![Page 62: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/62.jpg)
Example 1 of 3
Copyright © 2019 TraceGains, Inc. All rights reserved.
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
![Page 63: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/63.jpg)
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
Copyright © 2019 TraceGains, Inc. All rights reserved.
![Page 64: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/64.jpg)
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
Copyright © 2019 TraceGains, Inc. All rights reserved.
Two forms
or possibly..
Divide forms for a “typical” check and also a complete
shift based check.
![Page 65: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/65.jpg)
Reference the QM Workbook’s Instructional Tabs/Ask Your CSM
Copyright © 2019 TraceGains, Inc. All rights reserved.
![Page 66: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/66.jpg)
Resources
Copyright © 2019 TraceGains, Inc. All rights reserved.
QM Configuration Workbook Instructional Guide
QM Configuration Workbook Video
This PowerPoint Presentation (and all others)
via the app:TGCon 2019
(pw: gofaster2019)
![Page 67: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/67.jpg)
Questions?
Copyright © 2019 TraceGains, Inc. All rights reserved.
![Page 68: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/68.jpg)
Copyright © 2019 TraceGains, Inc. All rights reserved.
![Page 69: QM Form Building - TraceGains TGCon/Final...PAPER FORMS CAN MISS CRUCIAL DATA COLLECTION POINTS . Paper forms don’t remind operators to fill in key data points. MONTIORING SAFETY](https://reader034.fdocuments.us/reader034/viewer/2022050105/5f437e5117c0367fbd5423cb/html5/thumbnails/69.jpg)
Form Modification Demo
Copyright © 2019 TraceGains, Inc. All rights reserved.