Plan and create an assessment

A work task is one recognisable unit of work. Palletising cartons. Unloading the delivery. Dressing the line. If you described it to a supervisor in four words, they would know exactly which part of the shift you meant.

As a guide, a task usually runs somewhere between one minute and twenty.

• More than twenty minutes? It's probably several tasks chained together. Try splitting them up and assessing them separately.
• Under a minute? You're probably looking at part of a task. Step back and capture the whole thing.

These are guidelines rather than rules, and nothing in the app enforces them. Some tasks genuinely take thirty seconds, and they're usually worth assessing when heavy loads are involved.

Once you've picked the task, set its boundaries: the moment it starts and the moment it ends, stated in things you can see.

"From lifting the first carton out of the cage to closing the empty cage" is a boundary. "The unloading part" is harder to pin down — two assessors could draw it in two different places, and their assessments wouldn't be comparable.

Talk to the worker and the supervisor. They know where the seams in the work are, and they can point out a step that actually belongs to the next job before you include it.

You'll capture within these boundaries. For a long or repetitive task you won't need all of it — a representative sample of a few cycles is enough.

In the app, open the Work tasks tab.

Search before you create. If the task already exists, use it. Two names for the same work split its history in two, and neither half will show a clear trend. A quick search here saves a lot of tidying later.

If nothing matches, choose the plus button. Name the task so a colleague would recognise it, add tags or notes if they help, and save.

Now you can create the assessment itself. The work task is the reusable part; the assessment is one measurement of it.

Open the work task you just made. Its screen lists its assessments. Choose New assessment in the top bar.

A sheet titled New assessment opens, showing the assessment's details with the work task already filled in. The tiles across the top are the categories: Work Task, Person, Location, Work Area, Job, Shift, Industry.

Tap Work Task and pick the task you just created. The picker searches as you type, and you can narrow it to tasks you can edit or ones you use often — useful once your organisation has hundreds.

Set the categories that tell the rest of your organisation where this assessment belongs — the location, work area, job and shift you are assessing.

Categories are what make the assessment findable in the dashboard later. An assessment with empty categories isn't lost, but it won't appear in any filtered view, saved view, or stats chart built against a site or a job, so it ends up outside the program it was captured for.

The Location, Work Area, Job and Shift lists come from what your organisation's administrator has set up. Location in Etiscope Capture is what the dashboard calls a site. If the one you need isn't there, you can add it yourself if your contributor permissions allow it; otherwise, ask your administrator. It's worth checking the structure before a capture day so you're not held up during one.

Depending on how your organisation has configured titles, the assessment title either fills in automatically or asks you to write one. The Quick Insert chips drop in the work task, site or date so titles stay consistent across everyone capturing.

Add tags or notes if your team uses them. Your assessment is now created and ready for recording.