Manage the handover from one crew to the next.

Before Shift A clocks in, the handover card shows what the last shift left: the line's four results against goal and every open action, overdue first. The crew takes it into the huddle, so the next shift starts where the last one stopped.

Shift Handover · Line 4

Shift A 06:00–14:00

At 05:15

Illustrative
  • Quality Right 1st Time 97.2% Off target Goal ≥ 98%
  • Delivery OEE 71.4% Off target Goal ≥ 78.0%
  • Cost CIL completed 88% Off target Goal ≥ 95%
  • Involvement SEE reports per shift no data No data

17 open · 1 overdue · 3 due soon Line Action Plan · overdue and due soon first

  1. #4120 Replace worn starwheel on Labeler Maya Chen Line lead Oct 3 · 9 days late
  2. #4158 Re-mark the walkway by the Palletizer Dana Ruiz EHS lead Due today · Oct 12
  3. #4166 Add a cap-chute clean to the Capper CIL Maya Chen Line lead Due soon · Oct 14

Showing 3 of 17 open on Line 4

Open actions come straight from the Line Action Plan; each result is a KPI chart your team sets up. The board refreshes every 30 s.

Line lead · Line Action Plan

Huddle before the shift starts, then run the shift on the plan.

The Line Action Plan switches to the upcoming shift 60 minutes before it starts, by default, so the team answers the site's readiness questions at the huddle: safety, quality, parts at hand, whatever the line needs. The color it lands on is what the Line Remote Display shows all shift; it never grants or blocks a start, the huddle acts on it. Then the same board carries the shift's actions until the next team takes over.

Read the rule behind the color

05:00 Sixty minutes before Shift A starts, the Line Action Plan switches to Shift A and the readiness questions open over the board. The color stays grey until the team answers.

05:25–05:45 At the huddle the team answers the five questions one at a time, and the score and its trigger color move with each answer. #4120 is 9 days overdue, so Q5 is a No: 85, Green for Shift A, on the Line Remote Display all shift.

06:00–13:00 Shift A runs on the same board: an irritant becomes an action, owners are assigned, statuses move, finished work goes up on Successes, and the detail drawer holds the comments.

13:00–14:00 The board moves to Shift B, 60 minutes early. J. Patel's team updates #4120, answers its own questions on a different path to Green 85 and adds a note, while the display shows Shift A beside Shift B.

13:00–14:00 The board moves to Shift B, 60 minutes early. J. Patel's team updates #4120 and answers its own questions on a different path to Green 85, while the display shows Shift A beside Shift B.

Mon Oct 12

Timeline from 04:00 to 15:00. The shift running: Shift C until 06:00, Shift A 06:00 to 14:00, then Shift B. The board shows: Shift C until 05:00, Shift A from 05:00, Shift B from 13:00, each 60 minutes early. The Line Action Plan below follows the playhead from 05:00 to 14:00.

Harbor Point PlantLine 4 · Bottling Illustrative · concept

Line Action Plan

Shift A · 6:00 am – 2:00 pmShift B · 2:00 pm – 10:00 pm

Line Remote DisplayShift ANot answeredShift AGreen 85Shift BNot answeredShift BGreen 85

1716171817open1overdue

OrderStarTypeAreaStatusProblem StatementAction DescriptionOwnerDue Date
QualityLabelerNot startedIn progressLabels skew at full speedReplace worn starwheel on Labeler#4120 · Labeler · Labels skew at full speed2 comments3 comments4 commentsM. ChenOct 3 · 9d late
DeliveryCapperNot startedIn progressCaps bridge in the chute late in a runAdd a cap-chute clean to the Capper CIL#4166 · Capper · Caps bridge in the chute late in a run1 commentsM. ChenOct 14
SafetyPalletizerReadyDoneWalkway marking worn by the PalletizerRe-mark the walkway by the Palletizer#4158 · Palletizer · Walkway marking worn by the Palletizer1 commentsD. RuizOct 12
DeliveryLabelerNot startedWrong starwheel size fitted at a changeover · RCA #219Add starwheel size check to changeover checklist#4190 · Labeler · Wrong starwheel size fitted at a changeover · RCA #2192 commentsL. OrtegaOct 15
CostCase PackerNot startedIn progressDoneGlue strings at start-upClean and re-set the Case Packer glue nozzle#4196 · Case Packer · Glue strings at start-up1 commentsUnassignedL. OrtegaOct 13
DeliveryLine 4ReadyOEE 71.4% against the 78.0% goal OEE · Week 41Close the OEE gap at Line 4#4182 · Line 4 · OEE 71.4% against the 78.0% goalL. OrtegaOct 19

Information & Visitors

  • WP-0457 hot work on the mezzanine · daily check by 10:00
  • 11:16 flavor change: Lemon Zest to Sparkling Lime · target 35 min
  • Shift B · J. Patel: the Labeler cover is buddied until 16:00

New Problems & Irritants

  • Glare on the Filler HMI in the morning sun
  • Case Packer glue strings at start-upCase Packer glue strings at start-up Added as #4196Palletizer light curtain trips on wrap tails

Successes

  • Zero safety incidents on Line 4 in September
  • Palletizer walkway re-marked · #4158
  • Case Packer glue fixed the same shift · #4196
  • Changeover to Sparkling Lime in 35 min, on target

Shift readiness (Decision Tree: 10/12/2026 - Shift A)(Decision Tree: 10/12/2026 - Shift B)

Shift readinessLine 4 · Decision Tree

—2550708585—2550707085Not answeredRedRedYellowGreenGreenNot answeredRedRedYellowYellowGreen

Shift A · Oct 12Shift B · Oct 12Lower 60 · Upper 85

  1. Q1

    Are all machine guards in place and interlocks tested?Safety25 · Force Red on No

    Answer: Not answeredYesNot answeredYes
  2. Q2

    Has Quality released the line for the first order of the shift?Quality25 · Force Red on No · End on False

    Answer: Not answeredYesNot answeredYes
  3. Q3

    Are the parts and materials for this run staged at the line?Parts20

    Answer: Not answeredYesNot answeredYes
  4. Q4

    Is every station staffed by someone trained on it?People15

    Answer: Not answeredYesNot answeredNo
  5. Q5

    Are the actions due this shift owned and on track?Actions15

    Answer: Not answeredNoNot answeredYes

Grey until the team answers. Each Yes adds its weight.Green for Shift A · 1 overdue action on the planGrey until the team answers. Each Yes adds its weight.Green for Shift B · #4120 in progress, its last step owned on Shift B

Replace worn starwheel on Labeler

Labels skew at full speed

Not startedIn progressQualityDailyDue Oct 3M. Chen

L. Ortega Tue, Oct 6 · 2:10 pm

Worn starwheel confirmed on the Labeler. Replacement ordered from the supplier.

M. Chen Fri, Oct 9 · 1:30 pm

The supplier is late. New ETA: Monday, Oct 12, first thing.

M. Chen Mon, Oct 12 · 10:45 am

The new starwheel is at the line. L. Ortega fits it in the 11:16 changeover; the alignment check runs on Shift B.

J. Patel Mon, Oct 12 · 1:15 pm

Shift B has the alignment check at 14:30. I close this when it passes.

Write a comment…The new starwheel is at the line. L. Ortega fits it in the 11:16 changeover; the alignment check runs on Shift B.Write a comment…Shift B has the alignment check at 14:30. I close this when it passes.Write a comment…

The board, its rings, the KPI popup, the detail drawer and the Decision Tree ship in Plant Toolbox. Asking the Decision Tree inside the KPI popup, the score filling in answer by answer, and the whole day on one playhead are our illustration.

Take action

SMART Actions

Plant Toolbox has a place for every letter. Here is an action raised from an off-target OEE result, one letter at a time.

What makes an action SMART

Hover over or tap a letter to see its fields on the action.Scroll to play it, or tap a letter to jump to it.

Keyboard: use the arrow keys to step through.

Line Action Plan › Line 4

#4182

Close the OEE gap at Line 4

Line Action Plan · Harbor Point › Packaging › Line 4

ReadyDeliveryDailyOct 19

Linked KPI

OEE · Week 41: Oct 4 – Oct 10, 2026 · −6.6 pp

Problem statement

Line 4 ran at 71.4% OEE in Week 41, under the 78.0% goal. Filler infeed jams look like the biggest loss.

Owner
Luis Ortega
Due
Oct 19, 2026

Action Planning

Actions from everywhere, in one plan.

Add an action right where you're working, from a KPI result, an investigation, an incident or a safety visit, without switching to Action Planning. Or add it on the plan itself when that's easier. Either way, it lands on the board where the work belongs.

  • Score Card

    KPI results

    Each board shows its KPIs against goal. An off-target result gets an action on that board, and the result's KPI, period, value, goal and gap can come with it.

    Lands on the area's own board

  • Root Cause Analysis

    Root cause analyses

    Corrective actions come out of the investigation with a chip back to the RCA, due three days out by default.

    Lands on the RCA's line board

  • Incidents

    Safety incidents

    Follow-up actions are raised from the incident record, with the incident linked.

    Lands on the board for the incident's location

  • Management Safety Visit

    Management Safety Visits

    Follow-ups from a leader's safety visit become actions with an owner, not notes in a binder.

    Lands on the board for the visit's location

  • Projects

    Project tasks

    Each task on a project is an action too, with the project's section and team and its own owner.

    Lands on the project's board

  • Defects

    Defects and RCA pages

    Take Action on a defect or an RCA page opens a draft that shares the page's comment thread. Nothing is saved until the first edit.

    Lands on the defect's line board

See it in action.

A 60-minute demo in the Plant Toolbox sandbox follows one line from the 05:15 handover through the 05:45 huddle to the end of Shift A.

Or write to us