How to Build a Summary Form

Key Takeaways

• The Summary Form serves as the foundational metadata layer for any digital process within Weever
• It is established as a best practice to construct this form before any others to ensure that high-level identifying information is consistently captured
• This form typically includes essential data points such as the current date, shift identifiers, production or lot codes, and work area lookups
• Once these fields are populated, the system automatically links this metadata to every subsequent form utilized throughout that specific process, ensuring data integrity and streamlined record-keeping

1. Prioritize the Build: Always create your summary form at the beginning of your digitization project to establish the necessary metadata links.
2. Create a New Form: Open the form builder and select the option to create a new form.
3. Name the Form Clearly: Use a descriptive title that identifies it as a header, such as "QA Production Header Form".
4. Add Metadata Fields: Include fields that will apply to the entire process. Recommended fields include:
   • Current Date Field: Captures the day the process occurs.
   • Shift Lookup: Allows users to select the active shift.
   • Production/Lot Codes: Connects the data to specific product batches.
   • Line/Work Area Lookup: Identifies the specific location or equipment involved.
5. Finalize and Save: Once all header fields are added, click Save to enable the metadata linking for the rest of your process