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Purpose

Many operating companies have an audit process where any number of staff will walk the operations floor with a checklist. This is a common practice to ensure compliance with Environmental Health and Safety standards, Material System execution, or any other type of routine or periodic checks. Typically, these handwritten forms are turned into a manager who then compiles the data and follows up on non-conformances. This administrative burden is unnecessary with a digital solution. These applications allow managers to define, schedule, and manage their checklists as well as the follow-up actions.

General Process Overview

Using the "Manage Checklists" application, create and schedule any number of checklists that should be performed and in which areas. Then, using the "Checklist Requirements" application, define which items you want the individuals to check. Assigned individuals can access the checklists using their mobile devices and the "Checklist Terminal" application. Here, they will begin one of their scheduled checklists and indicate whether or not it is in compliance. When there is a non-conformance, the individual can either resolve the issue on the spot or create a follow-up action. They can also take images or write comments. Individuals can access these follow-up items from their mobile application or create any ad-hoc action item that they may notice throughout their daily work (not tied to a specific audit). Finally, the "Checklist Dashboard" application can be used for visual management of pending audits and to follow-up on action items.

Getting Started - Application Overview

Below is a video that walks through the application in more detail:

Installation

These applications make use of Tulip Table APIs and analytics, both of which will need to be set up before the app will function. You will also want to define the areas dropdown selector (where checklists will be performed) and requirement group selector (to aggregate your checklist items by type). Once those are set up you will be able to begin using the app and managing your assets.

Setting up the Tulip Table API

First, create a bot using the Tulip Table API by clicking on settings in the top right

Then Create a Bot

Grant the Bot all Scopes

This will generate credentials for you to set up your API connector. It is a good idea to save these somewhere. Leave this window open while you open up a new window.

In your other window, navigate to your connectors and select the new HTTP connector called "Table API" and edit the connection settings

Choose "Cloud Connector Host" and enter in your tulip instance as the host. Then click edit headers.

Choose Basic Auth and enter in your API Key (from the previous window) as the Username and your Secret as your Password.

Your table API is now set up!

Setting up Your Analytics

Navigate to the "Checklist Dashboard" application within the editor. When you first view the dashboard you will notice that the analytics are blank:

The left three analytics all share the same underlying analytic and the right three all share the same underlying analytic. We will need to create those now.

Click on "Select from Existing" from any of the left three analytics, click on "Table" and then "*Scheduled Procedures". Click "Create New Analysis" on the top right. Choose "Single Number".

Configure your analysis using the following parameters:

Save the analytic and select it for the remaining analytics on the left side of the screen.

Follow the same steps for the right three analytics, except use the "*Audit Actions" table. Configure this analytic using the following parameters:

The final analytics are your paretos. Starting with the top pareto, "Fail percentage by area," Choose "select from existing". Choose the "*Checklist History" table and create a new analytic. Select "One operation", click on the "display" drop down, and select "Pareto Chart"

Configure your analytic parameters as shown below:

Save the analytic and do the same for the last chart, "Failure pareto by group". Use the following parameters:

Your analytics are now set up! Feel free to change these to suit your needs.

Adjust your Area and Group drop downs

In the "Checklist Requirements" application, select the "REQUIREMENT GROUP" drop down and change this to suit your needs by adjusting the drop down items to the right. These will be used to organize your checklists and place your checks into buckets for Pareto analysis.

Make the same adjustments in the "Manage Checklists" application for the "CHOOSE AREA" and "FILTER BY AREA" drop down selectors

Your application is now installed and ready to use!

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