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Job and Task Management

Configuration of observable elements in the study

Overview

This section is essential to structure your sampling study. Here you define what you will observe (work stations) and what activities workers may be performing (tasks).

Work Stations (Jobs)

A work station represents a position, station or role that will be observed during the study. Examples:

  • CNC Machine Operator
  • Assembly Line 1 Worker
  • Quality Inspector
  • Forklift Operator
  • Packer

Create a Job

  1. Navigate to the "Settings" tab of the study
  2. In the "Work Stations" section, click on "+ Add Job"
  3. Enter the job name
  4. The job will be created and you can add tasks to it

Job Properties

Property Description
Name Job identifier (required)
Assigned tasks List of possible activities at that station
Workers Optional: people assigned to the station
Color Visual identification in charts

Tasks

Tasks are the specific activities a worker may be performing at the moment of observation. Each task is classified into one of three categories:

Productive

Activities that add value to the product or service.

  • • Assembling
  • • Welding
  • • Packing
  • • Inspecting
  • • Operating machine
Non-productive

Activities that don't add value but are caused by the worker.

  • • Talking
  • • Using phone
  • • Absent without reason
  • • Unauthorized break
Delay

Time lost due to causes beyond the worker's control.

  • • Waiting for material
  • • Machine broken down
  • • Waiting for instructions
  • • Missing tool

Create a Task

  1. Select the job the task belongs to
  2. Click on "+ Add Task"
  3. Enter the task name
  4. Select the category (Productive/Non-productive/Delay)
  5. Save the task

Importance of Classification

Correct task classification is critical to obtain useful results:

  • % Productive: Indicates the real efficiency of the observed area
  • % Non-productive: Reveals opportunities for improvement in work habits
  • % Delays: Identifies systemic problems (logistics, maintenance, planning)

💡 Best practices

  • ✓ Define mutually exclusive tasks (no overlap)
  • ✓ Use clear and concise names
  • ✓ Include a generic "Other" task for unexpected situations
  • ✓ Limit to 8-12 tasks per job to speed up recording
  • ✓ Review the classification with the area supervisor

Copy Tasks Between Jobs

If several jobs share the same tasks, you can copy tasks from one job to another:

  1. Select the destination job
  2. Click on "Copy tasks from..."
  3. Select the source job
  4. Tasks will be copied maintaining their classification

Import and Export

For recurring studies or complex configurations, you can:

  • Export to Excel: Download the full jobs and tasks configuration
  • Export to JSON: Technical format for backup or replication
  • Import from Excel/JSON: Load previous configurations

📊 Excel format for import

Job Task Category
CNC Operator Operating machine Productive
CNC Operator Tool change Productive
CNC Operator Waiting for material Delay

Workers (Optional)

Optionally, you can associate specific workers with each job. This allows you to:

  • Analyze productivity per person
  • Identify training needs
  • Compare performance between shifts

If you don't need this level of detail, simply don't add workers and observe only by job.