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๐Ÿ“Š How to track Failure Forms in Work Order dashboards

Alex Merkin avatar
Written by Alex Merkin
Updated over a week ago

What this is

When a part or unit has an issue, operators sometimes open a Failure Form instead of marking the item as rejected.
Managers often want to see:

  • How many units had a failure form?

  • Which work orders or batches were affected?

  • Where in the process did it happen?

This guide shows you how to connect Work Orders with Failure Forms so you can answer those questions in dashboards.


How to do it

  1. Start with Work Orders

    • Create a new question in your dashboard.

    • Add Work Order Number, Status, and Quantity.

    • This gives you the list of orders to analyze.

  2. Add Production Units (Stock)

    • Connect Work Orders โ†’ Sessions โ†’ Units (Stock).

    • Each serial or batch number will now appear under its work order.

  3. Link the Failure Forms

    • Add the Failure Forms table.

    • Use an Inner Join on Stock ID.

      • Why Inner Join? Because you only want to see units that have a failure form.

      • This removes โ€œnoiseโ€ from units without issues, so your report is focused.

  4. Filter Closed Work Orders

    • Add a filter: Status = Closed.

    • This way you analyze only completed jobs.

  5. Count Failures

    • Add a column that counts the forms.

    • Decide what you want to measure:

      • Number of Forms โ†’ how many reports were filled.

      • Unique Units with Failures โ†’ how many products were actually affected.

  6. Visualize the Data

    • Show it as a table grouped by Work Order.

    • Or use a bar chart to compare failures across orders, stations, or dates.


Common Issues / FAQs

  • I see duplicates in the results
    โ†’ Sometimes more than one failure form is opened for the same unit. If you want to count only the unit once, use Unique Count.

  • I want to compare good vs. bad units
    โ†’ In that case, use a Left Join instead of Inner Join. That way youโ€™ll also see units without forms, and you can filter by โ€œHas Form = Yes/Noโ€.

  • Can I see failures by station?
    โ†’ Yes. Add Work Station to your view. This shows at which station the forms were opened.

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