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Table of Contents

Supervisor Review & Actions

Review operator submissions, approve or reject with reasons, create corrective actions, and sign off shifts. The central hub for daily 5S quality oversight.

Open 5S System

What Is the Supervisor Dashboard?

The Supervisor Dashboard is the central hub for reviewing operator 5S submissions, managing corrective actions, and maintaining audit-ready records of daily reviews.

  • Filter submissions by date, shift, and area
  • View submission scores, AI alert levels, and photo indicators
  • Approve or reject submissions with documented reasons
  • Create and track corrective actions from findings
  • Sign off shifts to confirm review is complete

Before You Start

Make sure the following is in place before reviewing submissions:

  • You must be the system owner or have supervisor access
  • Operators must have already submitted checks for the selected date and shift
  • If the pipeline is set to QuickStart, submissions auto-complete and no review is needed

1 Navigate to the Supervisor Page

From the system dashboard, click "Supervisor" in the navigation menu. The page loads with today's date and all areas pre-selected.

  • Click "Supervisor" in the system navigation to open the review dashboard
  • The page defaults to today's date with all areas and shifts visible
Click to view screenshot
Screenshot showing the supervisor navigation link on the system dashboard

2 Filter by Date, Shift, and Area

Use the filter controls to narrow down which submissions to review.

  • Date picker: choose the date to review
  • Shift dropdown: select "All Shifts" or a specific shift
  • Area filter: select "All Areas" or a specific area
  • The submission list updates automatically as you change filters
Click to view screenshot
Screenshot showing the date, shift, and area filter controls

3 Review a Submission

Each submission row shows the operator name, area, shift, overall score, and AI alert level. Click a submission to expand the detail view.

Green (Good)
Submission looks normal. No issues detected by the AI analysis.
Yellow (Warning)
Some items may need attention. AI detected minor patterns worth reviewing.
Red (Critical)
Significant issues detected. Critical item failures or unusual patterns flagged.

The expanded detail view shows per-pillar scores with breakdown, individual item responses with photos, AI-generated insight summary, and duration and device info.

Tip
Focus on Warning and Critical submissions first. Green submissions are generally fine -- spot-check a few for verification.
Click to view screenshot
Screenshot showing the submission list with AI alert badges and an expanded detail view

4 Approve or Reject

In the submission detail, click "Approve" or "Reject" to advance the submission through the review pipeline.

  • Approved submissions advance in the pipeline (Submitted to Verified)
  • Rejecting requires a reason (free text) visible to the Quality Manager
  • Rejected submissions are sent back for review with the rejection reason attached
Tip
Use rejection sparingly. It is for genuinely problematic submissions, not minor issues. Create a corrective action for fixable problems instead.
Click to view screenshot
Screenshot showing the approve and reject buttons in a submission detail view

5 Create Corrective Actions

From any submission finding, click "Create Action" to open the corrective action form. The form pre-fills the area and checklist item.

Description
What needs to be fixed or improved
Owner
The person responsible for resolving this action
Priority
Low, Medium, or High -- determines urgency and sorting
Due Date
Target date for resolution. Overdue actions are highlighted in red.
Quick Fix
Toggle for items that can be resolved immediately on the spot
Tip
Assign every action to a specific person. Unassigned actions do not get done.
Click to view screenshot
Screenshot showing the corrective action creation form with pre-filled fields

6 Manage Action Items

Navigate to the "Actions" page from the system dashboard to view and manage all corrective actions.

  • Filter actions by status, area, owner, priority, or overdue flag
  • Paginated list shows 20 items per page with sortable columns
  • Status transitions: Open to InProgress to Completed
  • Click an action to edit details, add resolution notes, or mark complete
Tip
Review the action list weekly. Overdue actions are highlighted in red and should be addressed immediately.
Click to view screenshot
Screenshot showing the action item list with filters and status indicators

7 Sign Off the Shift

At the end of a shift, click "Sign Off Shift" on the supervisor page to create an auditable record confirming the review is complete.

  • Select the shift and area being signed off
  • Enter a summary: submissions reviewed count, actions created, and any notes
  • The sign-off creates an auditable compliance record
Tip
Always sign off your shift, even if there were no issues. It creates an audit trail showing the review was done.
Click to view screenshot
Screenshot showing the shift sign-off dialog with summary fields

Understanding Pipeline Presets

The review pipeline controls how operator submissions flow through your approval process. Your Quality Manager selects a pipeline preset during system setup.

QuickStart
Submissions auto-complete with no supervisor review. Best for getting started and building operator habits.
Supervised
Supervisor must approve each submission. For established 5S programs with consistent daily volume.
FullChain
Multi-step approval: Submit to PendingVerification to Verified to Complete. For regulated industries (pharmaceutical, automotive).
PeerVerified
Another operator verifies before supervisor review. For peer accountability environments.
Custom
Define your own pipeline steps for advanced workflow requirements.
Tip
Start with QuickStart to get operators comfortable. Move to Supervised once daily check volume is consistent.

Tips & Best Practices

  1. Review submissions within 24 hours for timely corrective actions.
  2. Use AI alert levels as a triage guide, not as the final judgment.
  3. Create actions for recurring problems, not one-off issues.
  4. Sign off every shift to maintain audit readiness.

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