Playbooks

How To Onboard New Operators Using Caddis Data

Build confidence, consistency, and accountability from Day 1

Purpose

New operators often experience a steep learning curve. This playbook outlines how to incorporate Caddis data into your onboarding process to reduce variability, shorten ramp-up time, and support long-term accountability.

Outcomes

  • Faster and smoother onboarding for new operators
  • Standardized expectations based on real machine performance
  • Improved first-time quality and reduced work
  • Stronger connection between training and actual results

What Caddis Can Show a New Operator

  • Real-time machine status and performance indicators
  • Cycle counts and expected performance baselines
  • Notes from prior shifts or operators
  • PM tasks coming due on the equipment they run

Step-by-Step: Caddis-Enabled Operator Onboarding

Step-by-Step: Caddis-Enabled Operator Onboarding

1. Introduce Caddis During Orientation

  • Walk the new hire through the Caddis dashboard and equipment views
  • Explain the meaning of cycle count, run status, and alarms
  • Emphasize how Caddis builds visibility and trust in production data

2. Set Baseline Expectations

  • Showthe new operator historical cycle times or output expectations
  • Use past Active Runs to demonstrate what "good" looks like
  • Explain how tags like Operator, Part Number, and Job Number tie to output and     downtime

3. Pair with a Mentor Operator

  • Encourage use of Caddis to review the last completed run on a machine
  • Discuss any trends or performance gaps together
  • Have the mentor show how to enter notes or complete a PM task if needed

4. Use Caddis to Reinforce Good Habits

  • Ask new operators to review their own run performance each day
  • Have team leads pull reports on tagged runs and discuss during end-of-week reviews
  • Encourage proactive tagging (e.g., "Job1234", "SetupTime") to develop data awareness

5. Close the Loop with Feedback

  • Review performance using Caddis at 30-, 60-, and 90-day onboarding checkpoints
  • If needed, filter Active Runs by the new operator’s tag to evaluate their improvement
  • Tie feedback to both hard metrics (e.g., cycle time) and qualitative notes (e.g., troubleshooting steps entered

Gain Real-Time Visibility
Into Your Machines

See how Caddis can provide real-time machine insights and proven playbooks to improve your plant operations on Day 1.

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