Digital Shift Log

The implementation of the use case “Digital Shift Log” in Visual Shop Floor – for a precise and reliable shift handover.
Shift handover – Digital Shift Log

Table of Contents

1. Introduction

Visual Shop Floor is a modern no-code/low-code platform for digital shop floor management. It offers a comprehensive collection of features that can be flexibly applied and configured. This makes it possible to model company-specific use cases in production and logistics in an agile way and without programming knowledge. The platform is based on a modular, scalable architecture and can be consistently customized through intuitive user dialogs.

The core functional areas of Visual Shop Floor include data management, data visualization, task management and meetings, as well as the systematic implementation of continuous improvement processes. Depending on the use case, these functions are configured as needed and linked together. This results in tailor-made solutions that enable real-time process monitoring and systematic optimization.

This document is part of the series “Visual Shop Floor – Solution Blueprints.” The aim of this series is to present concrete use cases from practice in detail – both as guidance for similar projects and to illustrate the functionality and interaction of the platform’s core mechanisms. By clearly presenting the underlying principles, the blueprints also make an important contribution to training key users and administrators – thereby creating added value for decision-makers, users, and new adopters alike.

This document describes the implementation of the use case “Digital Shift Log” with the software platform Visual Shop Floor as part of a customer project. The goal was to increase transparency during shift operations through digital recording and structured preparation of relevant information, to make shift handovers as recurring processes more efficient, to reliably document and track critical events, and to systematically record and implement the resulting measures.

The present blueprint serves as a practice-oriented template for similar use cases. It helps users solve comparable challenges in a structured way, apply the functions of Visual Shop Floor in a targeted manner, and thus fully exploit the platform’s potential.

2. Background and initial situation

In the company under consideration, the documentation of shift operations had previously been carried out manually – mostly using paper forms, partly in Excel spreadsheets, and in a custom-developed production data collection system that was not consistently used. This approach was associated with high effort and, due to frequent media disruptions, led to a lack of transparency and limited traceability. Critical events such as equipment malfunctions, quality deviations, or bottlenecks were documented, but often in an unstructured way and without clear responsibilities. The result: loss of information, delayed responses, and avoidable recurring errors.

Daily shift handovers were also often characterized by a lack of structure and unnecessary discussions. In the absence of a consolidated overview of the events from the previous shift, department heads had to rely on verbal reports or scattered pieces of information. Tasks arising from acute or recurring problems were often not consistently documented or followed up.

Against this background, the need arose for a central, digital solution that would record shift information in a structured manner, prepare it visually, and integrate it seamlessly into subsequent processes such as task management and meetings.

The key challenges can be summarized as follows:
During an initial requirements analysis, it was determined that Visual Shop Floor could cover all functional and process-related requirements. On this basis, the decision was made to implement the identified requirements and underlying use cases as a “Digital Shift Log” in Visual Shop Floor.

3. Requirements and objectives

The central requirement for the digital shift log is to ensure the structured and consistent recording of shift events. This creates a reliable information base that supports operational decision-making and enables effective and transparent shift handovers.

All relevant events are captured in a central shift book and described in a structured manner. This generates information that serves both for documentation and for knowledge transfer between consecutive shifts.

In addition, the shift log facilitates efficient handovers between colleagues and prevents important information from being lost. Its primary purpose is to ensure smooth communication and the traceability of events, disruptions, and special incidents during a shift.

The digital shift log must represent essential shift-related information as automatically as possible. The foundation for this is provided by process data from machines and sensors as well as order information from the ERP system. Automated data collection and preparation increase efficiency and ensure precise documentation.

The following functional requirements were of primary importance:
The goals and improvements of the digital shift log were clearly defined:

4. Solution approach for the implementation with Visual Shop Floor

To implement the digital shift book, the functions available in Visual Shop Floor were specifically utilized and configured in such a way that the previously defined requirements could be met as effectively as possible.

The solution is based on a modular, configurable design that allows flexible adaptation of the user interface to operational workflows – with a particular focus on simple and intuitive usability.

At the core of the solution is a structured event log, in which both manually recorded and automatically transmitted events are displayed. To make use of machine data and MES information in process monitoring, these systems are integrated via the existing connectors provided in Visual Shop Floor.

A dashboard specifically designed for shift handovers visualizes the event log as well as the tasks and KPIs stored in the system. As a result, all relevant information is available at a glance, and additional details can be accessed directly when needed.

For implementation, the following key building blocks of Visual Shop Floor are primarily used:

4.1 Data Collection and System Integration

The combination of reliable data collection and seamless system integration forms the foundation for transparent and efficient processes. By consolidating manual and automated data sources within a central platform, a complete and up-to-date picture of operations is created – serving as the basis for well-informed decisions and targeted optimizations.

4.1.1 Data Collection and System Integration in Visual Shop Floor

A key advantage of Visual Shop Floor lies in its flexible collection and preparation of data from existing systems, manual inputs, and automated sources. The system connects to all relevant data sources, processes them according to operational requirements, and calculates essential KPIs for monitoring and optimizing production and logistics processes – all within a single central platform.

Particularly strong potential emerges in the implementation of a digital shift log: here, process data from machines and sensors can be automatically captured and processed. This provides an objective representation of production processes. Important events – such as machine downtimes, order changes, or maintenance activities – are automatically recorded and documented without additional manual effort. As a result, complete traceability is ensured, and critical incidents cannot be overlooked. At the same time, automated data collection enables faster responses and more targeted problem-solving by staff, leading to more stable processes, higher efficiency, and increased productivity.

Both manual data entry and automated data streams are supported, creating a complete and objectively reliable picture of the processes. Events can be automatically detected, documented, and made available in real time for analysis or follow-up actions.

4.1.2 Data Collection and System Integration in the context „Digital Shift Log“

In the specific shift log and shift handover scenario, an existing MES system was integrated, which was already capturing machine data as well as employee work logs. The integration was carried out via a REST API, through which relevant production and event data were automatically imported into Visual Shop Floor. This allowed existing processes to be maintained and at the same time extended, without creating media disruptions.

In addition to the MES system, automation and sensor data were also connected directly via the OPC UA standard. This makes it possible to capture machine downtimes, threshold violations, or status changes in real time and document them as structured events in the shift log – including timestamp, source, and affected machine.

This comprehensive integration ensures that all relevant events are automatically logged and that no information is lost during shift handovers. The result is objective transparency regarding actual process conditions, faster responses to deviations, and overall more stable operations and higher efficiency. Processes are measurably optimized, which directly translates into improved productivity and performance.

The following diagram provides a schematic representation of the process:
Fig. 1: Data collection – Infographic

4.2 Data Preprocessing

A structured and standardized preparation of raw data is crucial for the significance of key performance indicators. By cleaning, harmonizing, and contextualizing heterogeneous data sources, a consistent foundation is created that enables precise analyses, reliable real-time information, and well-informed decision-making.

4.2.1 Data Preprocessing in Visual Shop Floor

The quality of key performance indicators (KPIs) and the analyses derived from them depends directly on the quality of the underlying data. Raw data from different sources – such as machines, sensors, or MES systems – are often not immediately suitable for meaningful visualization or further processing. They must first be technically processed, structured, semantically interpreted, and converted into standardized formats.

A key step in this process is the conversion of raw data into defined data types, as well as the handling of outliers, faulty values, or incomplete entries. Data from heterogeneous systems is then harmonized, meaning it is correlated and aligned to enable consistent and uniform interpretation. On this basis, comprehensible KPIs can be generated – ranging from basic metrics such as downtime and frequency of malfunctions to more complex indicators such as OEE or Cpk values for in-depth analyses.

The objective is a consistent, consolidated data model that can be used for both real-time visualization and historical analyses, including deviation detection. This results in a context-based representation of production that serves as a solid foundation for well-informed decisions and continuous improvement.

In addition, the processed data basis enables the automated detection of relevant events such as anomalies, threshold violations, or recurring fault patterns. These events are systematically recorded, classified, and provided as structured information. From them, tasks can be automatically generated in the integrated task management system, assigned to predefined user groups or individuals, and enriched with all relevant details. This ensures that the right person receives the right information at the right time and can respond appropriately.

The technical foundation for this is a rule-based action mechanism, which allows specific rules – for example, “If downtime > 10 minutes, then create an event of type ‘malfunction’ and generate a maintenance task” – to be defined, activated, or deactivated easily and without programming knowledge.

4.2.2 Data Preprocessing in the context „Digital Shift Log“

In the specific customer project for implementing a digital shift log, unjustified machine downtimes as well as downtimes exceeding a defined time interval were automatically detected, logged as an “extraordinary downtime” event, and documented with duration, timestamp, and the affected machine.

These events were displayed both in tabular form and as a visual timeline on the dashboard, providing a quick overview at the start of the shift, during the shift, and especially during handovers. In addition, further influencing factors such as ongoing maintenance activities and staff availability were integrated to better understand the context of events and to support more informed decision-making.

Through this intelligent integration of data preprocessing, event interpretation, and task management, a closed control loop was created that increased response speed, improved process stability, and digitally supported the continuous improvement process.
Fig. 2: Data preprocessing – Infographic

4.3 Task Management

Task management encompasses the systematic planning, organization, and control of tasks in order to achieve goals efficiently and on time. It provides a clear framework for responsibilities, priorities, and workflows, ensuring that all stakeholders maintain an overview at all times. As a central element of structured work, it helps to optimize the use of resources and to reliably bring processes to completion.

4.3.1 Task Management in Visual Shop Floor

Task management in Visual Shop Floor is a central tool for efficiently capturing, controlling, and tracking measures and tasks in the production environment through to completion. It enables the clear definition of task types, prioritization by urgency, and targeted assignment to responsible individuals or teams. Each task can be supplemented with contextual information such as origin, affected area, deadline, status, and relevant documents, ensuring that all stakeholders are always informed about the current processing status.

This structured approach creates full transparency, facilitates cross-shift communication, and ensures that no task is lost. In particular, through its close linkage with events, task management supports the continuous improvement of production processes, reduces response times to disruptions, and thereby contributes to greater process stability and productivity.

4.3.2 Task Management in the context „Digital Shift Log“

As part of the digital shift log, task management serves as a central tool for deriving concrete, clearly defined tasks from incidents, deviations, or improvement opportunities identified during a shift. Each task is created directly in the system, assigned a priority, a responsible person, a clear deadline, and enriched with all relevant background information – such as description, root cause, affected machine, or associated documents.

Direct linkage with event handling ensures that every task is anchored to its origin: the underlying issue is clearly documented and remains traceable throughout the processing cycle. This enables teams to work on eliminating the root cause rather than merely addressing symptoms.

Another advantage is cross-shift continuity: tasks created in one shift remain visible in the system and are automatically passed on to the next shift – including status and history. This ensures that no action is lost during shift handovers and that progress remains transparent at all times.

This methodology enables disruptions to be resolved early, responsibilities to be clearly defined, and tasks to be organized efficiently – regardless of the shift in which they originated. The result is more stable processes, better utilization of resources – particularly machinery – and a sustainable increase in performance as a key factor for Overall Equipment Effectiveness (OEE).

4.4 Event Handling

Event handling refers to the structured management of events – from recording and classification through to targeted processing. The goal is to document relevant incidents transparently and traceably, set clear priorities, and ensure the flow of information between all stakeholders. In this way, a reliable foundation is established for rapid responses and sustainable process stabilization.

4.4.1 Event Handling in Visual Shop Floor

Event handling in Visual Shop Floor is a central tool for systematically capturing, analyzing, and processing deviations, disruptions, and special events in production. Events can originate from various sources – such as automated machine signals, quality notifications, manual entries, or interfaces to other systems.

Each event is documented with relevant contextual information such as timestamp, affected equipment, process step, category, and priority. Clear categorization and prioritization make it possible to efficiently filter, assign, and forward events to the responsible individuals or teams.

A key advantage of event handling in Visual Shop Floor is its seamless integration with task management: concrete actions can be derived directly from each event, documented within the system, prioritized, and tracked through to completion. This creates a closed loop of event recording, root cause analysis, action execution, and performance monitoring – providing a solid foundation for continuous process improvement and stable production operations.

4.4.2 Event Handling in the context „Digital Shift Log“

As part of the digital shift log, event handling is used to immediately, systematically, and comprehensively document disruptions, deviations, or special incidents that occur during a shift. Recording takes place in real time and includes all relevant details such as timestamp, affected machine or equipment, severity, duration, cause, and any immediate actions already taken.

Each event is centrally stored in the system and automatically logged in the chronological event list for the shift. This ensures that all stakeholders – from shift personnel to production management – have access to the current status and the historical progression at any time.

At shift handover, this provides a complete and transparent event history. Through direct integration with task management, follow-up tasks can be generated immediately from each event and automatically assigned to the responsible employees or teams – even across shifts. This makes it clear at all times who is responsible, what needs to be done, and by when it must be completed.

This structured process ensures that no disruption is overlooked or incompletely documented. Events remain traceable from initial recording through to final resolution, supporting sustainable root cause elimination. As a result, communication between shifts improves, response times are shortened, and processes become more stable. At the same time, downtime is reduced, while performance – as a key factor for Overall Equipment Effectiveness (OEE) – is measurably increased.

4.5 User Interface

The user interface forms the link between system and user and plays a decisive role in how intuitively information can be absorbed and functions can be utilized. A clear structure, targeted visualization, and customizable elements ensure that relevant data is available in the right context and at the right time. This simplifies access to information, speeds up operation, and establishes the foundation for efficient workflows.

4.5.1 Design of User Interfaces in Visual Shop Floor

Visual Shop Floor, with its flexibly configurable dashboards, offers the ability to design user interfaces that are both tailored and user-friendly, while meeting the specific requirements of each use case. Layouts can be customized, widgets freely positioned and scaled, and content arranged in a way that precisely fits the intended purpose and enables intuitive operation.

A wide range of components is available for design: interactive charts, KPI and metric widgets for data visualization, widgets for displaying events and tasks, as well as elements for showing PDF documents, images, or videos. In addition, input widgets can be integrated to allow users to directly capture data in a simple and intuitive way. This makes it possible to consolidate production KPIs, process information, current events, and open tasks into a single, consistent interface – visually appealing and functionally geared toward fast information intake and immediate action.

The dashboards are scalable across different devices and usage scenarios: from large-format shop floor boards in production areas to stationary workstations, tablets, or mobile devices. Layout adjustments, changes to data sources, or the addition of new widgets can be implemented easily without programming knowledge, thanks to the no-code/low-code approach.

This flexibility allows user interfaces to be adapted at any time to new requirements, changed processes, or additional information needs. It increases user acceptance, improves the availability of decision-relevant information, and ensures that KPIs, events, and actions are always presented in real time and in the right context – a key foundation for quick decisions and smooth workflows in production processes as well as in shop floor management.

4.5.2 Design of User Interfaces in the context „Digital Shift Log“

In the customer project for the digital shift log, a dashboard was designed to make all information relevant for shift handovers centrally available, clearly structured, and accessible in real time within a single view. It serves as the central information and control interface where all critical content is consolidated.

Integrated event and task lists immediately highlight open incidents and actions, document their processing, and ensure smooth handover across shifts. In addition, KPIs such as OEE and failure frequency provide a transparent overview of the current production status and make the need for action visible at a glance.

The flexible arrangement and combination of widgets enable a tailored presentation aligned with the flow of the shift handover. Chronologically sorted events, current task status, and key performance indicators are presented in a consistent, clearly structured layout. Context filters allow teams to display only the data relevant to them or the ongoing shift, increasing information density and minimizing distractions.

The result is optimized information flows, shorter response times to disruptions, and greater process stability. The visual consolidation of all relevant content in one place reduces search times, increases transparency, and fosters proactive action – both within a single shift and across multiple shifts.
4.5.2.1 Dashboard structure and description of the components used
Fig. 3: Dashboard "Shift handover" – Visual Shop Floor
4.5.2.2 Recording a Shift Handover
Recording a shift handover is a central step in ensuring that a shift log is complete and traceable. The handover between the responsible employees of two consecutive shifts is carried out systematically. The objective is to transfer all relevant information in a structured way, review important events, check open tasks, and ensure that no issues remain unresolved that would later require clarification with the previous shift. In this way, disruptions can be avoided, continuity can be maintained, and the flow of information between shifts can be optimized.

The process is initiated via a clearly visible and easy-to-use button. Clicking it opens a dialog for recording the details of the shift handover.
Fig. 4: Start Shift Handover – Visual Shop Floor
In this dialog, the discussed points can be recorded directly. User-defined key attributes – such as shift designation, date, department, or involved personnel – are automatically filled in by the system if configured. In addition, supplementary files such as photos, documents, or reports can be attached to provide context and support the handover.

For special situations, predefined workflows can be triggered to escalate specific events directly to management or other relevant stakeholders. This ensures not only thorough documentation of the handover but also a timely response to critical issues.
4.5.2.3 Recording a new shift event
A new shift event can be recorded at any time – either during the shift handover or independently – using the “Add Shift Event” button. This makes it possible to manually document unforeseen events that are not automatically captured by the system.

If a relevant event occurs that is important for the next shift or for management, it can be logged with a single click on the corresponding button. A dialog then opens, similar to the form used for shift handovers.

In this dialog, employees can:
This structured recording ensures that incidents not captured automatically are also fully documented and integrated into subsequent work and decision-making processes.
Fig. 5: Add Shift Event – Visual Shop Floor
4.5.2.4 Add and view tasks for events
In the event table, it is immediately visible whether tasks have already been defined and linked to an event. This provides users with a quick overview of the measures already initiated and their current implementation status.

For each event, a symbol is displayed in the “Tasks” column. The number shown on the symbol indicates how many tasks are linked to that event. Clicking the symbol opens a dialog listing all associated tasks along with their detailed information.
Fig. 6: tasks linked to events – Visual Shop Floor
In addition to viewing, new tasks can also be created directly within this view and automatically linked to the respective event. Files or attributes already stored in the event that are also relevant for the task are automatically transferred, minimizing the effort required for entry.

Using the “Create Task” button, new tasks can be created and immediately assigned to an event. The person to whom the task is assigned automatically receives an email notification, ensuring that processing begins promptly.
Fig. 7: create new tasks – Visual Shop Floor
This close linkage between events and tasks ensures that no action is overlooked, progress remains traceable at all times, and disruptions can be resolved quickly and sustainably – an important contribution to safeguarding process continuity.
4.5.2.5 File attachments for events
For detailed documentation of an event and efficient processing with minimal coordination effort, documents in various formats – particularly images – can be assigned to each event. These files complement the text-based description with visual or additional information, creating a solid foundation for traceability and root cause analysis.

Files linked to an event can be easily and directly accessed by clicking the file icon in the corresponding table row of the event. A dialog then opens, displaying a clear list of all associated files.

Depending on the file format, a preview is also shown, allowing content to be quickly reviewed without the need for a separate download. If necessary, files can also be downloaded or deleted from this view to keep the data set current and relevant.

This feature not only supports complete and structured event documentation but also ensures that all stakeholders have access to up-to-date, context-specific information at any time – regardless of shift or department.
Fig. 8: documents linked to events – Visual Shop Floor

4.6 System overview – structure and interaction of components

Fig. 9: Technical overview of the process – Infographic
The illustration shown highlights the overall structure of the system and makes the relationship between the individual components clear. It provides an example of how a digital shift log or shift handover can be implemented in Visual Shop Floor using the available flexible and adaptable mechanisms, and tailored to the specific requirements of a company.

The representation is based on a real-world use case and, as is often the case in practice, covers the following areas:
An essential aspect of the solution is its configurable adaptability by key users, which makes it possible to tailor functionality to different requirements in departments, application areas, or locations without any programming effort. For example, event categories and severity levels can be defined individually, mandatory fields and validation rules specified, filter logics for the log view created, automations for task and escalation rules set up, and dashboard widgets such as event counts, top categories, or KPI trends designed. External data sources – for example, for capturing machine downtimes – can also be flexibly integrated.

The implementation in Visual Shop Floor offers a range of practical advantages:
This holistic perspective illustrates how technology, data, and user interaction interlock seamlessly in Visual Shop Floor to create a stable, transparent solution that is optimally tailored to the specific operation.

5. Results and benefits

A survey of users – particularly department managers – revealed that the introduction of the digital shift log with Visual Shop Floor has led to significant improvements in daily collaboration, information availability, and process reliability. In particular, key challenges at the interfaces between shifts and departments were sustainably resolved. Users estimate the time savings achieved through optimized processes – such as more efficient shift handovers and reduced coordination effort during the shift – at a total of 30 to 50 minutes per shift.

The following key benefits were identified:

Improved transparency and traceability
Through the structured recording of all shift events – both automated and manual – there is now a complete, audit-proof documentation of the shift process. All stakeholders have access at any time to both current and historical events as well as related actions. This facilitates shift handovers, improves internal communication, and creates a fact-based foundation for decision-making.

More efficient shift handovers
Handovers that were previously time-consuming and sometimes incomplete have been replaced by a clearly structured overview. Department managers can focus specifically on critical points without relying on verbal reports or scattered pieces of information. This saves time, reduces misunderstandings, and increases the reliability of information.

Systematic task tracking
The direct linkage between events and tasks enables consistent follow-up. Responsibilities, deadlines, and statuses are clearly visible, while inquiries and escalations take place in a structured and documented manner – a key foundation for continuous improvement processes.

Early detection of patterns
Dashboards visualize recurring disruptions, bottlenecks, or anomalies and make them quickly identifiable. This supports root cause analysis (e.g., in the continuous improvement process) and enables sustainable process optimizations.

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