Overview
If you have control chart warnings, you may want to:
- Get notifications about warnings that nobody has investigated yet.
- Assign warnings to another user, or to a user group, for investigation.
- Stay on top of the warnings that are assigned to you for investigation.
- Stay focused on the processes that still need attention.
- Know what happened, who dealt with it, and when by reviewing and downloading detailed information about the warnings and the decisions made about them.
Control chart warning triage in JMP Live can help every step of the way.
Choosing which control charts to publish to JMP Live
This one is easy – all of them can be published to JMP Live.
If you want the extra benefits on JMP Live, then simply opt to publish charts using the Control Chart Builder. Those charts consist of ones created directly from Control Chart Builder (obviously), as well as charts created from options under the Control Chart menu, ranging from IMR Control Chart all the way down to Rare Event Control Chart.
If you also want to be able to triage control charts on JMP Live, then publish control charts that have static limits. In other words, Phase 2 control charts. You can set static limits in a separate limits file, in a column property, or by using JSL.
Getting notified about control chart warnings
JMP Live wants to notify the right people when warnings show up – and wants to avoid bothering everyone else. Opinions may vary on who exactly the right people are, but here is the list that JMP Live creates:
- The person who published the control chart report to JMP Live.
- People who are in a group that was set up to get these notifications (by an admin user).
- People who subscribed to receive notifications about warnings on:
- The JMP Live control chart report.
- The JMP Live folder.
- The entire JMP Live collaboration space.
When JMP Live sends you a notification, you will see it when you visit JMP Live.
You will also get an email notification.
Seeing control chart warnings in context
Here is a control chart report on JMP Live that has a few warnings. Hover over a warning to learn a little about it.
Open the Warnings Panel on the left to learn about all the warnings in the report.
You can access summary information.
You can access details about each of the warnings.
Okay, so you can learn about the control chart warnings in a report. But what can you actually do about them?
Triaging control chart warnings
You can triage warnings in control charts to keep track of the evolving answers to some key questions:
- Is this being dealt with?
- Who is responsible for this?
- What is going on?
Importantly, you are not limited to tracking these answers for the control chart as a whole. Instead, you can be more targeted to each warning. Perhaps one warning is addressed, while another is still being investigated. Perhaps you are responsible for one warning, while your colleague is responsible for another.
Let’s take a closer look at one of the warnings in the Warnings Panel list.
Under Triage, we have several fields.
Status answers the question, “Is this warning being dealt with?”
Once all of the warnings in a report have made it to Investigating or Addressed, JMP Live will take the hint that you’re on top of things, and will not send you another notification about warnings when the data is updated – unless of course new warnings pop up.
Assignee answers the question, “Who’s responsible for this warning?”
- You can assign a warning to yourself with a single click.
- You can assign a warning to another user or to a user group.
- If you assign a warning to another user or to a user group, then they will receive a notification that contains a link directly to the specific warning of interest.
- The user(s) that you assign a warning to do not need to have JMP on their machine to participate in the investigation and resolution of the warning. They don’t even need to know what JMP is. All they need is access to this report on your organization’s secure JMP Live site.
- Notes can be any information you wish to retain about the warning, often answering the question, “What’s going on with this warning?”
- If you mention a colleague in the notes, then they will receive a notification that contains a link directly to the specific warning of interest.
In addition to triaging one warning from the Warnings Panel list, you can also:
- Triage a single warning by clicking on the warning in the chart itself, which will open it in the Warnings Panel list. You can then triage the warning as discussed above.
- Triage multiple warnings by selecting multiple warning points in the chart: click and drag a box around the warnings, right-click, and choose Triage.
Once you and your coworkers start triaging warnings, anyone who sees the report on JMP Live can see what’s going on with the investigation and the resolution of the control chart warnings.
Monitoring the progress of control charts
Anyone who sees this report on JMP Live can see:
- The overall triage progress for the report.
- With the ability to triage individual warnings comes the ability for JMP Live to keep track of your progress.
- In the example below, the overall progress for this report is Under Investigation.
- It’s displayed as the yellow icon on the Warnings Panel button (on the far left of the screen):
- The details about each of the warnings in the report, including triage status, assignee, and notes.
- In the example below, it is shown in the open Warnings Panel on the left of the screen.
- The status of each of the warnings in the report, even if the Warnings Panel is closed.
- Each warning in the chart itself has an appearance that conveys the status.
- See the Legend in the chart in the example below.
- Details about the triage in the hover help for warnings on the chart itself.
Anyone on the JMP Live Home page can see a list of reports that have control chart warnings.
Anyone looking at a list of reports on JMP Live (whether on the Home page or somewhere else) can see an icon showing the overall triage progress for each report. This icon is red for Needs Attention, yellow for Under Investigation, or green for Fully Addressed. Users can also filter based on triage progress.
Monitoring the control chart triage work across the organization
The Warnings List on the Home page is prefiltered by default to serve as your to-do list. It shows warnings assigned to you that are not yet addressed.
By changing these filter defaults, you can see a colleague’s to-do list, your whole organization’s to-do list, a list of warnings that have not been assigned yet – or a list of warnings that have been addressed (if you want to cheer yourself up).
Reviewing the warnings in a report in detail
At times, you may need to review the history of a particular warning or the current state of all warnings in a report.
From a warning in a report’s Warnings Panel, the Open History button displays the entire history of triage decisions made for that warning. This entire history can also be downloaded as a *.csv file.
 Figure 18: An individual warning opened in the Warnings Panel, with Open History button shown
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 Figure 19: Open History results for a single warning
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The current state of all warnings in a report can also be downloaded as a *.csv file, optionally with filtering applied.
Conclusion
By offering the ability to triage individual warnings – and by keeping track of your progress within and across control chart reports – we hope that JMP Live can help you collaborate more effectively to resolve issues and stay focused on the processes that most urgently need your attention.
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