Create a New Study
Accessing the Form
To create a new study:
- From the Dashboard, click "+ New Study"
- The creation form will open
Form Fields
The form has several fields. Some are required (*) and others are optional:
Basic Information
E.g.: A descriptive name identifying the area and period
| Field | Required | Description |
|---|---|---|
| Name | ✅ Yes | Unique identifier for the study |
| Company | No | Client or company name |
| Technician | No | Name of the responsible person |
| Department | No | Area where the study is carried out |
| Goals | No | What you want to achieve with the study |
| Notes | No | Additional comments |
Study Dates
Define the period during which observations will be carried out:
💡 How many days do I need?
It depends on how many daily observations you can make. Example: if you need 400 observations and can do 30 per day, you need at least 14 working days.
Practical Example
Let's create a study for a production line:
📋 Example Data
- Name:
- Assembly Line B - January 2025
- Company:
- Northern Manufacturing S.A.
- Technician:
- Mary Johnson
- Department:
- Production - Plant 2
- Goals:
- Identify causes of low productivity
- Dates:
- 15 Jan - 31 Jan 2025
Saving the Study
Once the fields are filled in:
- Make sure the name is descriptive
- Verify the dates
- Click "Create Study"
The study will be created and you'll be redirected to the configuration screen where you can add the statistical parameters, stations and tasks.
⚠️ Don't Worry
All fields can be edited later. If you don't have all the data now, you can fill it in later from the study's configuration tab.
🎯 Next Step
The study is created but empty. In the next lesson we'll configure the statistical parameters (confidence level, error margin, etc.).