Glossary

Organization and Location

Organization

This is the highest-level unit managed in the system.
Example: The entire company

• Organization ID
  This is the name of the environment (organization) for your contract.
  It is set automatically upon signing the contract, but can be changed to any name you prefer.
  An Organization ID already in use by another organization cannot be used.

Location

This is a management unit within the organization, corresponding to each worksite or facility.
Example: Factory, store

• Location Account (Location Account ID)
  This is an account shared by all operators belonging to a location.
  After Login, you can register and select yourself as an operator by tapping "Switch Operator."

User Roles and Accounts

Please refer to the applicable manual.

Tell me about the various administrative permissions

• Admin
  A collective term for users who manage operations and review/approve Work Records.
  • Organization Admin
    A role responsible for managing organization information.
    Holds all permissions within the organization.
  • Location Admin
    A role responsible for creating Check Sheets and Check Files at each location, as well as Create Account for Location Accounts.
  • Operation Admin
    A role responsible for approving work performed by operators (Daily Verification).
• Operator
  A role responsible for recording daily inspections and work.
• Individual Account
  A personal account linked to an Email address, used by each admin (Organization, Location, or Operation) — one account per person.
• Location Account
  A shared account for each location, used by operators to log in to the work screen.
• Admin Screen
  A screen exclusively for admins, used on PC.
  Used for configuring settings, creating Check Sheets, and reviewing records.
• Work Screen
  A screen exclusively for operators, used on tablets or mobile devices.
  Used by operators to carry out their daily check tasks.

Check-Related

• Check Sheet
  A form data that compiles the Check Items that operators are required to complete.
• Check File
  A combination of multiple Check Sheets tailored to the worksite's operational structure (such as production lines or teams).
  Operators select this unit to Start to check.
  - Scheduled Check File
  　A Check File used for routine daily inspections.
  - As-Needed Check File
  　A Check File used when a specific event occurs, such as per product unit or lot unit.
• Check Sheet label / Check File label
  Labels can be added to categorize various Check Sheets and Check Files into groups of your choice.
  Up to 50 labels can be added each.
• Status
  A field for managing the Release status of Check Sheets and Check Files.
• Check Item
  An individual inspection or work task that makes up a Check Sheet.
• Teachme Biz (Link Setting)
  A feature that links the manual from the procedure tool "Teachme Biz" to a Check Item.
• Reference image
  An image that can be registered to a Check Item to illustrate the work content or standards.
• When To Do
  Settings for the time period or situation in which a check should be performed.
  Up to 25 custom When To Do patterns can be added from Advanced settings.
• Cycle
  Settings for how frequently each Check Item is to be performed.
• Publish
  Making a created Check Sheet available for operators to use (displayed on the work screen).
• Ancillary Works
  Items for tasks performed alongside inspections (such as cleaning, lubrication, etc.).
  Up to 10 items can be registered per location, and they can be selected when recording work.

Work Record-Related

• Work Record
  Data of inspection results and work details performed by operators.
• Result
  The input result for each Check Item.
  - OK: No issues
  - NG: Issues found
  - Skipped: The check was not performed
• Note
  A field for conveying observations, suggestions, or questions from the worksite to admins.
  Note Categories can be registered — up to 10 items per location — and can be selected when recording work.
• Identification Information
  An input field that can be configured when creating a Check File, used to identify the subject of the check (such as production line or product name).
  For each Check File of the "As-Needed" type, between 1 and 5 items must be configured.

Issue Management

• Ticket
  A unit of issue management that is created when an NG Result occurs.
  The progress through to resolution can be tracked.
• Status
  The progress status of a Ticket (Created / In Progress / Pending Verification / Completed).
• Ticket Log
  A record of the response history and Comments for a Ticket.
• Assignee
  The person responsible for handling that Ticket.

Other

• Require Number
  An input format for recording measured values during inspections.
  In addition to automatic judgment (OK/NG) based on upper and lower limits set by an admin, it also supports input on smartphones (up to 10 digits) and correction of values after submission.
• Daily Verification Reviewer
  The person responsible for reviewing daily Work Records (※ a role primarily fulfilled by the Operation Admin).
  Up to 10 reviewers can be registered per file.
  If any one of the configured users completes the review, the Status changes to "Completed."
• Monthly Verification Work
  A final review of Work Records on a monthly basis, performed by Location Admins or Organization Admins.
• Monthly Verification Reviewer
  The person responsible for reviewing monthly Work Records.
  When all reviewers have completed their review, the Status becomes "Completed."

FAQ

Q. If I edit a Check File or Check Sheet, will it affect other locations?

A. No. They are not synchronized and are managed separately for each location.

Q. I sometimes move between two locations. In that case, if I register an operator's name at one of the locations, can work be recorded at both locations?

A. No. The operator must be added separately to each of the two locations you move between.

Q. If an admin moves between multiple locations, how can they manage both locations?

A. It is not possible to register multiple locations under a single account.
Therefore, if you need to perform administrative tasks across multiple locations, please create or change your account to an "Organization Admin" who can manage all locations.