Purpose
This playbook helps manufacturers use Caddis to establish a consistent daily production recap habit that encourages accountability, transparency, and quick resolution of production issues.
Outcomes
- Team visibility on what happened the previous day
- Proactive discussion of downtime and performance trends
- Clear handoff from shift to shift
- More reliable tracking of daily wins and problems
Core Tool: Active Runs History
The foundation of the recap process is the Active Runs History in Caddis. This view provides a timestamped record of what machines were running, what tags were applied (operator, job, part), and what events occurred during the previous day.
Step-by-Step Daily Recap Process
1. Assign a Recap Owner
Pick a supervisor, team lead, or planner to own the recap process each day.
2. Export Active Runs Data
- Navigate to Active Runs History in Caddis
- Filter for yesterday's date
- Export as CSV or JSO
- Open the file in Excel or Google Sheets
3. Prepare a 5-Minute Recap Sheet
Include these columns:
- Equipment Name
- Run Start & Stop Time
- Operator (Tag)
- Job or Part Tag
- Run Duration
- Excessive Downtime Count
- Notes from the Run (downtime reason, PM, etc.)
4. Share During Shift Startup
- Summarize key issues or standout performan
- Highlight any unresolved events from yesterday
- Document action items or follow-ups
5. Track Trends Over Time
- Use a simple shared log to record recap summaries
- Review trends weekly in your CI meeting (e.g., repeated issues, top performers, etc.)
Sample Recap Talking Points
- "Yesterday, the CNC press had two excessive downtime events during Job J0331. Let’s check what happened."
- "Shift A completed 6 hours of runtime on the mill—great improvement from last week."
- "Operator Sam flagged a vibration concern. Has maintenance followed up?"
- "No PM was triggered yesterday—do we have any coming up we should prepare for?"
Tips for Success
- Keep it consistent: 10 minutes max every morning
- Use tag categories to drill into trends by operator, shift, or part
- Share recap highlights digitally with managers or CI leads
- Rotate recap ownership weekly to build team involvement
