Routines

Core Benefits & Features

Rever Routines transforms the way teams execute daily operational tasks. Whether conducting 5S audits, Gemba Walks, or preventive maintenance checks, this feature makes standard work both seamless and highly efficient.

With Rever, you can effortlessly craft standardized, recurring digital checklists and assign them to the right team members instantly. As routines are executed in the field, any operational gaps or observations are automatically logged as actionable findings—streamlining your path to swift resolution through robust task management.

Key Benefits:

• Ensure Operational Excellence: Easily create, assign, and track critical operational activities to ensure they are completed consistently and on time.
• Enhance Process Audits: Utilize dynamic digital checklists to conduct thorough process checks, safeguarding both operational efficiency and quality standards.
• Streamline Findings Management: Capture frontline observations reliably and expedite their resolution to drive uninterrupted continuous improvement.
• Empower the Frontline: Equip team members at all levels to elevate operational standards through structured, guided processes for discovery, action, and documentation.
• Gain a Unified Operational View: Access a holistic, real-time perspective of all active routines, outstanding findings, and their direct impact on organizational performance.

Powerful Features:

• Intuitive Routine Creation & Assignment: Design recurring routines and map them to designated team members, entire site, etc. in just a few clicks.
• Digital Checklist Integration: Replace paper with smart, mobile-friendly checklists that enhance tracking, accuracy, and accountability.
• Automated Findings Capture: Instantly convert frontline observations into tracked issues, ensuring no problem goes unresolved.
• Guided Workflows: Standardize problem-solving and immediate fixes on the shop floor with step-by-step guided processes.
• Real-Time Analytics & Insights: Monitor live execution activity and measure its tangible impact on your plant's performance metrics.

How to Create Routines on the Web

To get started, a Routine Manager must initiate the creation process. If you need to request this role, please contact an administrator at your site.

When designing a routine, you will define its description, assign it to the appropriate team members, and set key parameters such as frequency, objectives, and targeted operational impact.

Step-by-Step Guide

1. Navigate to the Routines Section: Locate the Routines tab on your main dashboard.
2. Initiate Creation: Click on the "New Routine" button (available exclusively to Routine Managers).
3. Choose Your Starting Point: > From Scratch: Build a completely customized routine from the ground up. > From a Template: Select and duplicate an existing routine within your organization to save time and align with best practices.

1 - Designing Your Routine Setup

Create customized workflows that perfectly align with and streamline your daily operations. To ensure efficient management, you can assign routines dynamically across different levels of your organization:

• By Site: Deploy standardized checks for an entire facility.
• By Team: Target specific departments, shifts, or operational groups.
• By Individual User: Assign tasks directly to specific team members for clear accountability.

Once assigned, the routines will instantly appear in the designated users' accounts, ready for execution on both web and mobile platforms.

Creating a New Routine

To build a routine tailored to your team's operational needs, start by defining its core characteristics:

• Routine Name: Give your routine a clear, identifiable title.
• Description: Centralize all pertinent information for your team, including:
• • Objectives and scope.
  • Standard operating guidelines.
  • Tips and organizational best practices.
  • Simple checkpoints and execution steps.
• Status Toggle (Active/Inactive): New routines are set to Active by default. You can toggle this off to hide the routine from users while it is still under development.
• Targeted Assignment: Assign your routine dynamically to ensure proper operational management: By Site, By Team, or By Individual User.

Advance Configuration

Fine-tune how and when your routine takes place using the following settings:

• Frequency: Define the recurring schedule. Choose from Shift, Daily, Weekly, Biweekly, Monthly, Quarterly, Semi-Annually, or On-Demand.
• Routine Type: Categorize your workflow by selecting standardized templates like 5S Audit, Communication, Financial Tracking, Gemba Walk, Maintenance, or Quality Control.
• Categories: Much like Revs and Challenges, you can multi-select organizational categories to keep your data structured.
• Global Tags: Apply relevant global tags for cross-platform tracking and filtering.
• Situation Types: Select which specific situation categories (5S, Equipment Abnormalities, Operations, Quality Defects, or Safety) will be available to users when logging observations during this routine.
• Enable as a Template: Toggle this option to allow other managers across your organization to copy and duplicate this routine as a starting point.

Managing Collaborators

Collaborators share editing and management permissions with the Routine Creator.

⚠️ Note: To maintain security, only users with Administrator or Routine Manager roles can be added as collaborators. Users without these specific roles will not appear in the selection list.

2 - Building the Checklist

The Checklist feature provides an interactive, structured framework for your frontline teams to follow during execution.

Dynamic Answer Types

You can craft questions utilizing various response formats to capture accurate shop-floor data:

• Section Separators: Add visual barriers to group questions into logical, easy-to-read sections.

Additional Settings for Each Question

When you hover over a question, optional settings will appear on the left to help you design it better:

• **Section separators: **Add visual dividers to group questions into logical, easy-to-read sections.
• **Duplicate question: **Quickly duplicate an existing question and modify it as needed.
• Add image: Attach an image to support the question and provide a visual guide for your collaborators.
• Add description: Include a brief description if the question needs additional context.
• Delete question: Remove any question you no longer need.

Enhanced Checklist Rules

• Required Questions: Enforce critical data collection by marking specific questions as mandatory. The execution cannot be submitted until these are answered.
• Visual Evidence: Users can upload real-time images directly as a question response, providing instant proof of shop-floor conditions.
• Automated Alert Triggers: Configure specific checklist responses to instantly fire notifications. Click the Bell Icon on a question to activate this. When triggered, a notification is distributed to Routine Managers and all Assignees via email, push alerts, and in-app notifications (available for Radio, Checkbox, and Dropdown Selection types).

3 - Scoring

The Scoring feature elevates your workflows by allowing you to assign points directly to responses within a checklist, turning standard routines into robust evaluation and compliance tools.

Common Use Cases

How can your organization leverage this feature?

• 5S Audits & Workplace Organization: Measure compliance and track workplace standards over time.
• Product Quality Assessments: Evaluate manufactured goods against strict specifications.
• Process Compliance Audits: Ensure operational standards and safety protocols are being followed precisely.
• Performance & Skill Ratings: Evaluate operator competencies and process adherence on the shop floor.

How It Works

You can configure the evaluation methodology that best fits your workflow by choosing between two dynamic scoring models:

1. Question-Based Scoring: This straightforward model allows you to assign a specific score or point value to each individual question. Upon completing the routine, the platform automatically calculates the total points earned and displays the overall compliance percentage.
2. Section-Based Scoring (Weighted): Perfect for complex audits, this model allows you to assign a strategic weight to entire sections, alongside individual question scores. When the routine is executed, you will obtain detailed point breakdowns and percentages for each distinct section, as well as an aggregated total score and overall performance percentage.

Configuring Scoring for Your Checklist

By default, new routines start with the "No scoring" option selected, which is ideal for standard process verifications where metrics aren't required. If you want to transform your routine into an evaluation tool, you can enable one of our two scoring models.

1. Model 1: Question-Based Scoring

In this model, scoring behaves differently depending on the input type of the question:

Standard Input Questions

For these question types, points are awarded based on completion. The logic is straightforward:

• Answered: The user earns the configured points.
• Left Blank / Unanswered: The user earns zero points.

You can enable this completion-based scoring for the following question types:

• Text
• Scale
• Number
• Date
• Image
• User Selection

Multiple-Choice Questions

For questions that provide predefined options, points are assigned directly to the individual answers rather than the question as a whole. This allows you to weight answers based on compliance levels (e.g., Yes = 5 pts, Partial = 2 pts, No = 0 pts).

This answer-specific scoring is available for:

• Radio Buttons
• Checkboxes
• Dropdown Selection

2. Model 2: Section-Based Scoring (Weighted)

In this model, you can assign a specific weight (percentage) to each section to determine its impact on the overall evaluation score.

Section Weight and Point Distribution

• Section Weight: Each section is assigned a percentage of the total score.
• Question Points: Within each section, individual questions are assigned their own specific point values.
• Calculation Rule: To achieve the maximum percentage allocated to a section, all questions within that section must be fully answered.

Practical Example

Let's look at how the math works for a specific area, Section 1, which has been assigned a 40% weight of the overall score:

• Question 1: Worth 50 points
• Question 2: Worth 60 points
• Total Section Points: 110 points (110 point = 40% of the section 01)

📊 How it translates: If the user answers both questions perfectly and earns the full 110 points, they will secure the complete 40% allocated to Section 1 toward their overall evaluation score.

4 - Confirm the Routine information

Before initiating the creation of your Routine, take a moment to review and confirm its details.

Navigating the Routines Section

Once you have reviewed and confirmed your settings, your routine goes live. On the main Routines Dashboard, you can interact with your library using two distinct viewing modes:

Management View (All Routines)

Displays all created routines in your organization. Click on any routine to view its performance, analytics, configuration, or execution history.

• Color-Coded Status Indication: Active routines are marked in Green, while disabled ones are marked in Yellow. Disabled routines can only be reactivated by the original creator or an authorized collaborator.
• Collaboration: Authorized collaborators can quickly duplicate, edit, or archive these configurations.

User View (My Assignments)

Assigned routines appear as actionable cards. Click on a card to view its operational guidelines, check historical data, or launch a new execution.

Advanced Search & Filtering

Locate specific workflows quickly using the top-right search engine and quick-filters:

• Filter by Category, Routine Type, Situation Type, or Global Tag.
• Administrators enjoy extended filtering capabilities, including "Created by Me" and "Where I am a Collaborator."

Launching and Executing a Routine

When you are ready to perform a routine, the system transitions your configuration into an active Execution.

The Execution Process

1. Locate your target routine on the dashboard.
2. Click the quick-start button directly from the card, or enter the routine details page and click "Start Routine."
3. Customize the Scope: Upon launching, you can optionally rename the specific execution instance, apply runtime tags, or associate it with specific teams.
4. Flexible Workflows: Executions can be launched by the Routine Creator or any assignee. You can run multiple concurrent executions of the same routine; all active sessions are tracked in the Executions Tab.

Completing the Checklist & Logging Findings

• Mandatory fields must be fulfilled to close out the session.
• Save & Resume: Progress saves automatically. If you are interrupted, you can safely exit and return later to finish your work.
• Real-time Capture: If you spot an abnormality while completing your checklist, log it immediately as a Finding using the side panel. This ensures no shop-floor issues are forgotten.

Creating and Assign Findings

If an abnormality or hazard is uncovered during execution, use the Findings tool to assign corrective actions to your colleagues. Once fully processed, these findings transform into trackable Revs (Continuous Improvement records).

Step-by-Step Finding Log

1. Open the right-hand panel during an active execution and select "Findings."
2. Click the "+" button to open the details modal (or use the quick blue arrow to name it instantly and edit details later).
3. Assign Ownership: Delegate the issue to one or multiple collaborators.
4. Define the Resolution Flow: Classify the finding as either a Quick Action or an Improvement Idea.
5. Set a Due Date and an Expiration Time.
6. Set the Priority level (High, Medium, or Low).
7. Classify the issue by choosing the appropriate Situation Type, Category, and Tag.
8. Upload up to 5 evidence photos showing the baseline problem.

Address the Finding

If a colleague delegates a finding to you, the system provides a frictionless path to document your solution:

1. Open the assigned Finding from your notification center or task dashboard.
2. Review the issue details and navigate to the "What did you do?" solution field.
3. Type a clear description of your corrective action.
4. Upload up to 5 photos as visual evidence of the resolved state.
5. Click "Mark as Completed."

📈 System Automation: Once marked as completed, the finding automatically converts into a Quick Action or Improvement Idea Rev, preserving a permanent record for future continuous improvement audits. You can still modify or add details to this record after completion if needed.

Analyzing Routine Details

Clicking into any routine opens a robust repository of its history and continuous improvement impact, split across three key focus tabs:

• General Information: View the foundational description, active assignees, and structural attributes. From here, you can set custom push-alerts, preview the checklist structure, access the master QR code, or trigger a fresh execution.
• Executions Tab: Track every historical instance of the routine. Review the instance name, site location, date, completion status, checklist answers, and the identity of the operator who executed it. Clicking any instance highlights its specific findings.
• Findings Tab: Access a centralized view compiling every single finding logged across all historical executions of this routine.

Utilizing QR Codes for Mobile Access

Accelerate shop-floor audits by letting operators scan physical QR codes placed on equipment or work areas to launch routines instantly on their mobile devices.

Generating and Printing QR Codes

Master QR codes can be generated easily via the Web version of the platform:

1. Navigate to the Routines section.
2. Locate the specific routine you wish to deploy in the field.
3. Click the QR Code Icon located at the top of the details panel.
4. Select your preferred print options: QR Code Only or Detailed View (which prints context along with the code).
5. The system generates an optimized PDF file, saving it automatically to your computer for printing or digital sharing.

Exporting and Printing Executions

You can export comprehensive summaries of completed routine data into clean, professional PDF reports for auditing or stakeholders.

What is Included in the Report?

• Routine Summary: Name, completion status, creation/execution dates, executor profile, source link, description, and site location.
• Findings Ledger: Logged finding titles, assignees, hyperlinks, resolution status, target due dates, and completion timestamps.
• Checklist Data: A complete transcript of all questions alongside their exact recorded answers.

Export Steps

1. Navigate to the Routines dashboard.
2. Select the parent routine.
3. Open the specific Execution instance you want to export.
4. Click the Print button at the top right.
5. Save the generated layout as a PDF or send it straight to your printer.

Setting Execution Reminders

Never miss an operational deadline. If you have been tasked with a time-sensitive routine, you can build personalized alerts:

1. Open your target routine execution.
2. Locate the bell icon labeled "Set Reminder."
3. Configure your timing preferences—choose between a Specific Date/Time or a Recurring Schedule.
4. Save your configuration. The system will automatically dispatch timely reminders via mobile push notifications and email alerts.

Accessing Routines on the Mobile App 📲

While routine creation and configuration are managed exclusively on the web, execution is fully optimized for the mobile experience.

To access your assigned tasks:

• Open the Rever app and tap Routines directly from the Home Page.
• Alternatively, tap the Main Menu button (+ or Action menu) and select Routines.

💡 Role Reminder: Routines can only be created on the Web platform by Routine Managers. If you need this role assigned to you, please contact your Site or Organization Administrator.

Navigating Your Mobile Routines List

The mobile interface compiles all workflows assigned to you—whether they were delegated to you individually, via your team, or as part of a global site initiative.

Your active dashboard is split into two intuitive tabs:

• To-Do Tab: Features all pending workflows that you have yet to begin. This includes your direct assignments and global site-wide routines.
• In-Progress Tab: Houses routines that you have already launched but saved to finish later.

Selecting any routine card opens its dedicated mobile hub, allowing you to view its operational guidelines, review historical executions, and track logged findings.

Launching a Mobile Routine Execution

Routines can be executed by their assigned users or any authorized Routine Manager.

Step-by-Step Mobile Execution

1. Launch the Routine: Select your target routine card from the To-Do tab and tap "Start Routine."
2. Set Instance Parameters: Provide a customized Execution Name (the current date is filled in automatically by default). Optionally, link specific teams or apply runtime tags. Tap "Start" in the top-right corner to open the workbench.
3. Fulfill the Checklist: If the routine includes a checklist, proceed to answer the questions. Mandatory fields are flagged as Required and must be answered before you can submit the final report.
4. Log Observations (Findings Panel): Use the dedicated Findings tab to capture abnormalities instantly as you spot them. You can save them quickly and refine assignment details later.
5. Review Guidelines (About Panel): Tap the About tab at any point during execution to review master guidelines, instructions, attach general execution notes, or log cover photos.

Capturing Mobile Findings

Don't let frontline hazards or opportunities go unnoticed. You can swiftly document shop-floor abnormalities directly from your mobile device.

How to Log an Opportunity:

1. Swipe or tap into the Findings Tab during an active execution.
2. Tap the "+" icon to capture a new finding and snap an immediate baseline photo using your device’s camera.
3. Fill out the Actionable Details:

• • Assignees: Delegate the task by selecting one or more colleagues from the directory.
  • Resolution Flow: Classify the issue as either a Quick Action or an Improvement Idea.
  • Timeline: Set a clear Due Date and an Expiration Date.
  • Visual Evidence: Attach additional photos showcasing the problem area.

Resolving Your Assigned Mobile Findings

When a colleague delegates a finding to you, the system notifies you instantly so you can implement a solution right from the field.

How to Address and Close a Finding:

1. Open the Task: Tap the push notification you received on your device, or open the app's main menu, go to Routines > Findings, and select your assigned task.
2. Document the Action: Review the problem description and navigate to the "What did you do?" solution field. Type a clear, concise summary of your fix.
3. Attach Proof: Upload up to 5 photos from your gallery or camera as visual verification of the resolved state.
4. Mark as Completed: Tap the completion button to submit your work.

📈 Automated Continuous Improvement Ledger: Once marked as completed, the mobile system instantly converts the finding into a permanent Quick Action or Improvement Idea Rev. This ensures your hard work is automatically credited to your site's continuous improvement metrics, where it remains fully editable if additional data needs to be added later.

Updated on: 26/05/2026