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How do I measure Work Bundle progress in the Assessor?

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This article outlines the following detail in terms of Work Bundle progress functionality:

  1. How the Work Bundle maturity and progress are calculated in the Assessor and Planner.
  2. How practices included in a Work Bundle are allocated to an area.

Work bundle progress can be measured in two ways:

  • Assessment progress - you can measure a relative bundle 'maturity' for the practices in the bundle, or track the percentage completion of assessment criteria in the bundle.
  • Plan progress - you can track the progress of action item completion, in the implementation plan.

Assessment progress

When a work bundle is applied, the Platform displays:

  • a relative Bundle Maturity in the assessment page
  • the Overall Progress for all assessment criteria
  • the number of criteria completed in the TRACC 'theme'.

The assessment progress reflects the practices being assessed, or set as recommended practices, in the area.

The Bundle Maturity may resemble TRACC maturity, but due to the unpredictable number of actions assigned to a bundle, it should not be confused with a true TRACC maturity. It is simply a measure on a scale of 1-5, showing progress for the practices being implemented in an area.

Close themes < User-driven Maintenance Asset Care Stages 8/ 14 Back To Assessments Bundle : Unplanned Tracc : Asset Care Bundle Maturity Breakdown (Production Line Stops) 1.81 All criteria for existing (or recommended) assessments in the selected area, for TRACCs in the applied work bundle Overall Progress 13/32 41% 9/24 criteria completed Y Filter: Latest Responses Criteria Total number of criteria referenced in the work bundle for a selected TRACC theme, across all stages. Yes No 2. 3. 4. The AC leadership team fully understand the asset lifecycle management model and its application. The AC leadership team understand their key role and impact on asset effectiveness during the asset's lifecycle and the integration points between maintenance and the other departments. All maintenance planning is updated in line with completed criticality ratings per machine. Future groups of assets to be analysed for criticality have been scheduled. Verify Comments Actions & Evidence 2514 2514 2JA5

 

 

How practices included in a work bundle, are applied in an area (Admin Console)

Consider the following work bundle, which includes three TRACCs (Asset Care, User Driven Maintenance and Focused Improvement) , one of which (Asset Care) has Stage 2 and Stage 3 actions included:

 

Edit Work Bundle: Unplanned Breakdown (Production Line Stops) Bundle Details Description: Unplanned 3reakdown (Production Line Stops) Organisation: CCi Corporate Sequence Bundle 21.45 Perform Asset Criticality Analysis Allocate Bundle Delete Work Bundle Select a TRACC and Stage to add Actions to the bundle: Asset Care 7.2.3 SelectSTs and IAS: 3STI Progress Review v Stage 3: Proactive M... Asset care 7.2.3 2ST4 Asset Lifecycle Management 21AE Clean, Inspect and Tag Critical Assets 3ST2 Multi-skilling Guernance SSTS Matrix Structures and Decentralised Decision-.__ 3ST4 Competency Gaps 3ST5 Maintenance 31AI Review the Impruement Stratey 31.42 Review Reliability Centred Maintenance Activi__. 31.43 Build Lean Asset Care Processes 31.24 Improve Maintenance Turnarounds BIAS Reduce In.'entory Costs in MRO Stares 31A6 Improve Facilities and Tools 31A7 Control Technical Information Electronically 31.4B Extend Participation in Engineering Changes 31Ag Refine Data and Technology Effectiveness Add 21A7 Support Early User-driven Maintenance Activities 21A4 Conduct a Loss and Waste Assessment 3ST2 Multi-skilling Governence 3ST4 Competency Gaps 3575 User-driven Maintenance 31A3 Build Lean Asset Care Processes user-driven Maintenance 7.12 21.42 Train the Team in LJOM Principles end Steps O, I 2 21A4 Perform the Clean, Inspect Tag 21A5 Introduce Regular Cleaning Focused Improvement 7.1.6 21.42 Identify Area Improvement Projects 21A3 Develop Basic Problem-solving Capability 21A4 Launch and Track Improvement Projects BTS Integration with Quality

 

Scenario 1: all the practices referenced in the bundle are being assessed in an area.

If all the practices are already being assessed in the area, and are verified, they will all be included in the work bundle assessment view. Each TRACC in the work bundle is represented as a theme in the assessment, with relevant stages unlocked in the stage and the navigator. The bundle maturity and percentage progress reflect all TRACCs in the work bundle.

Close themes < Focused Improvement User-driven Maintenance Asset Care Stages 8/18 Back To Assessments TRACC undle : Unplanned Breakdown (Production Line Stops) themes acc : Focused Improvement Bundle Maturity 1.32 Overall Progress 8/50 8/18 criteria completed 16% Y Filter: Latest Responses Criteria Yes No Stages unlocked depending on the stages included per TRACC 2. 3. There is alignment on the use of Six Sigma tools and techniques for Focused Improvement and Quality. Structured project management processes have been clarified and are being applied in the production area/department. All improvements initiatives and projects are prioritised and aligned to support business objectives. Verify Comments Actions & Evidence 2515 2_1A2 2_1A2

 

Scenario 2: only some practices in the work bundle are being assessed in an area.

The bundle maturity and percentage progress reflect only the TRACCs being assessed in the area. Those not assessed in the area are not displayed in the assessment view.

Close themes < User-driven Maintenance Asset Care Stages only the TRACCs already being assessed are shown in the work bundle TRACC themes Back To Assessments Bundle : Unplanned Breakdown (Production Line Stops) Tracc : user-driven Maintenance Overall progress is calculated using only the assessed TRACCs Bundle Maturity Y Filter. Criteria Bundle maturity is 1.81 calculated using only the assessed TRACCs Overall Progress 13/32 41% 4/8 criteria completed • Latest Responses No dust, dirt, excess lubrication, product or foreign objects are present on the main or auxiliary equipment. All broken, worn or missing items on the equipment have been fixed or at least tagged for attention. Cleanliness of the equipment is sustained through regular daily cleaning routines by operators. Yes No 2. 3. Verify Comments Actions & Evidence 2_1A5

 

Scenario 3: Some practices in the work bundle are being assessed, with others not yet assessed, but set as recommended TRACCs.

With the Area Category functionality, administrators can associate TRACCs with an area, so that they appear as recommended TRACCs, even though they are not yet assessed.

Assessments Teamwork v7.1.3 Charts v 1.0 0.0 1.0 0.0 SS v7.1.12 Assess User-driven 1.3 0.0 Start TRACC Focused Improvement v7.1.6 Start TRACC Visual Management v7.1.6 Assess Asset Care V7.2.3 WORK BUNDLE VIEW 1.6 0.0 1.3 Maintenance v7.O.8 Assess 1.4 0.0 Recommended TRACC not yet assessed Assess TRACCs in the work bundle

When you apply the work bundle, the assessment screen will show the bundle practices being assessed, as well as those set as recommended practices in the area. The bundle maturity and percentage progress in this example reflects all TRACCs in the work bundle.

Close themes < Focused Improvement User-driven Maintenance Asset Care 0/18 Recommended TRACC Back To Assessments undle : Unplanned Breakdown (Production Line Stops) racc : Focused Improvement Bundle Maturity Bundle maturity for all TRACCs in the bundle No responses yet 1.52 % progress for all TRACCs in the bundle Overall Pro ress 13/50 26% 0/18 criteria completed Y Filter: Latest Responses Criteria There is alignment on the use of Six Sigma tools and techniques for Focused Improvement and Quality. Yes No 2. 3. Structured project management processes have been clarified and are being applied in the production area/department. All improvements initiatives and projects are prioritised and aligned to support business objectives. Verify Comments Actions & Evidence 2515 2_1A2 2_1A2

 

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