Daily Production Recap Process

Purpose

This playbook helps manufacturers use Caddis to establish a consistent daily production recap habit that encourages accountability, transparency, and quick resolution of production issues.

Outcomes

• Team visibility on what happened the previous day
• Proactive discussion of downtime and performance trends
• Clear handoff from shift to shift
• More reliable tracking of daily wins and problems

Core Tool: Active Runs History

The foundation of the recap process is the Active Runs History in Caddis. This view provides a timestamped record of what machines were running, what tags were applied (operator, job, part), and what events occurred during the previous day.

Step-by-Step Daily Recap Process

1. Assign a Recap Owner

Pick a supervisor, team lead, or planner to own the recap process each day.

2. Export Active Runs Data

• Navigate to Active Runs History in Caddis
• Filter for yesterday's date
• Export as CSV or JSO
• Open the file in Excel or Google Sheets

3. Prepare a 5-Minute Recap Sheet

Include these columns:

• Equipment Name
• Run Start & Stop Time
• Operator (Tag)
• Job or Part Tag
• Run Duration
• Excessive Downtime Count
• Notes from the Run (downtime reason, PM, etc.)

4. Share During Shift Startup

• Summarize key issues or standout performances
• Highlight any unresolved events from yesterday
• Document action items or follow-ups

5. Track Trends Over Time

• Use a simple shared log to record recap summaries
• Review trends weekly in your CI meeting (e.g., repeated issues, top performers, etc.)

Sample Recap Talking Points

• "Yesterday, the CNC press had two excessive downtime events during Job J0331. Let’s check what happened."
• "Shift A completed 6 hours of runtime on the mill—great improvement from last week."
• "Operator Sam flagged a vibration concern. Has maintenance followed up?"
• "No PM was triggered yesterday—do we have any coming up we should prepare for?"

Tips for Success

• Keep it consistent: 10 minutes max every morning
• Use tag categories to drill into trends by operator, shift, or part
• Share recap highlights digitally with managers or CI leads
• Rotate recap ownership weekly to build team involvement