Calispec MSA Planner

Selected for Planning

0

Gauges selected by planner rules

High Priority

0

Critical / audit-facing risk

Blocked

0

Calibration, master, part, or operator dependency

Weekly Capacity

18

Studies per week across QA team

Planned Completion

4w

Based on current queue and capacity

MSA Planning Queue

All selected studies · highest risk first

Priority	Gauge	Family	Range	Location	Required Study	Planner Priority Score click for breakdown	Action

Planner Selection Breakdown

Select a reason to see linked studies

This pane is linked to the current study queue. Each count below is calculated from the same planner rows shown in the MSA Planning Queue. Priority now considers CTQ parameters, process capability gaps, conditional GRR >10%, MIW Quality / PED / Operations feedback, and instrument tolerance/sensitivity.

By Gauge Family

Queue split

Family	Count	Avg Score

By Location

Plant / area risk

Location	Count	Status

By Study Type

Workload mix

Study Type	Count	Capacity Fit

Base MSA Study Creation

Create draft from MSA matrix

Step 1Select ItemGauge, instrument or equipment type is pulled from the MSA applicability matrix.

Step 2Apply MatrixMSA matrix recommends the applicable study type based on gauge, instrument or equipment type.

Step 3Sample PlanParts, trials, appraisers, reference values and acceptance criteria.

Step 4Dependency CheckCalibration, master, samples, operators and Cpk context.

Step 5Submit DraftDraft moves to reviewer queue before execution.

1. Gauge / Instrument / Equipment Selection

Select the item category and type. The applicable MSA studies are pulled from the uploaded MSA applicability matrix.

Item Category

Item Type from MSA Matrix

Item ID

Family / Type

Range / Capacity Group

Resolution / Method Type

Recommendation is now embedded here: the applicable study type, sample plan and acceptance criteria are generated directly from the configured MSA applicability matrix. Separate Study Recommendation view has been removed to avoid duplicate navigation.

2. Location / Organisation Scope

This scope controls whether an existing MSA is reusable or whether a new study is needed.

Plant

Area

Department

Line / Cell

Station / Bay

Supplier / Customer Scope

Owner

Reviewer

3. Process / Characteristic Scope

Selecting the process automatically populates characteristic, criticality, tolerance, sample plan and recommended study type.

Process

Operation

Part Family

Part / Feature

Characteristic Criticality

Feature Tolerance

Tolerance Band

Tolerance Class / Risk

Instrument Sensitivity

Resolution / Tolerance Ratio

Tolerance Decision Basis

Cp / Cpk Context

Control Plan Ref.

Process-driven defaults will appear here.

4. MSA Study Definition

Study Type

Matrix Recommended Studies

Matrix Source Category

Appraisers / Operators

Approved MSA Operator Group

Current Operator Group

Parts × Trials

Reference Master

Acceptance Criteria

Decision Rule

5. Matrix Recommendation Summary

Recommended Study

Recommendation Basis

Priority Link

Recommendation Explanation

6. Dependency / Readiness Check

Calibration Status

Reference Master Status

Part Samples

Operator Availability

Study Scope Note

Created Study Drafts

Draft / submitted / approved / modification required

Study ID	Gauge	Study Type	Feature	Status	Reviewer	Version	Last Action	Action

MSA Approval / Modification Workflow

Controlled study lifecycle

1. Draft Created

Planner-generated draft study is created with gauge context, range group, feature and recommended method.

Editable

2. Submitted for Review

Quality reviewer checks method, sample plan, reference master and Cpk context.

Review

3. Modification Required

Reviewer may request change in appraisers, parts, study type, acceptance rule or scope.

Rework

4. Approved / Released

Approved study is version locked and can be executed or counted as planned evidence.

Locked

Reviewer Queue

Studies awaiting decision

Study ID	Gauge	Study Type	Status	Planner Priority Score	Reviewer Action

Approval Decision Panel

Select a study

Cp / Cpk Context for MSA Planning

Process capability is context, not a replacement for MSA

Capability Condition	MSA Planning Impact	Priority Effect
Cpk ≥ 1.67	Stable process; normal MSA cycle	Normal
1.33 ≤ Cpk < 1.67	Maintain coverage; due-soon studies planned normally	Controlled
1.00 ≤ Cpk < 1.33	Prioritize missing/overdue MSA for critical gauges	Increase
Cpk < 1.00	Escalate: measurement uncertainty may mask process nonconformance	High

Capability-Linked Gauge Queue

Critical process first

Gauge	Feature	Cpk	MSA Status	Planner Impact

Planner Action

Detailed action workflow for the selected gauge.

Gauge Family / range Score Study type

Action Context

Selected gauge

Recommended Workflow

Next steps

Required Inputs / Evidence

Before closure

Evidence	Status	Owner

Linked Score Rationale

Why this action is prioritized

MSA Planner → Workflow Step

Workflow Step Detail

Editable workflow step form for the selected action.

Gauge Family / range Draft Owner

Editable Step Form

Enter data required to complete this step

Step Action type Requires Review Can Submit

Completion Checklist

Mark before submit

Output / Evidence & Acknowledgement Inputs

System evidence, owner acknowledgement and attachments

Linked Context

Gauge, score and study linkage

Planner Priority Score Drill-down

MSA Planner → Score Drill-down

Priority

Planner Priority Score

0

Risk-based planning urgency

Study Type

-

Recommended MSA study

Gauge Context

-

Family and range

Location

-

Plant / area / line

Study / Gauge Summary

Status

Recommended Workflow

Planner action path

Dependency Blockers

Fix these before MSA can start

Gauge ID	Family	Location	Blocker	Impact	Owner	Action

Planner Rules

Selection, scoring and workflow rules

These rules explain how the planner selects gauges, instruments and equipment for MSA study. The rules are aligned with the applicability matrix, CTQ priority, process capability, previous MSA/GRR evidence, tolerance/sensitivity, feedback and dependencies.

1. Selection Trigger Rules

Why an item enters planning

Trigger	Rule	Planner Action
MSA Due	Required study is not created, linked, approved or valid for the current usage context.	Plan Study
Failed MSA	Previous MSA failed acceptance criteria or GRR >30%.	CAPA / Re-study
Conditional GRR	Previous GRR is >10% and ≤30%; accepted only with condition or improvement plan.	Review / Re-study
Overdue / Due Soon	MSA validity has expired or renewal window is approaching.	Renewal Plan
Blocked	Calibration, master, samples, CAPA or operator dependency prevents execution.	Fix Dependency
Usage Context Change	Operator group, range, part feature, process/location, repair status or usage intensity has changed from the approved MSA scope.	Revalidate Scope

2. MSA Applicability Rule

Gauge / instrument / equipment matrix

Item Category	Matrix Source	How recommendation is created
Gauge	Gauge applicability matrix	Bias, Linearity, Stability, R&R Variable and/or Attribute study are selected from configured gauge type.
Instrument	Instrument applicability matrix	Stability, R&R Variable and Repeatability are selected based on instrument type and usage location.
Equipment	Equipment applicability matrix	Linearity, Stability, R&R Variable and Repeatability are selected based on equipment type.

3. Planner Priority Score Master

100-point scoring model

Factor	Scoring Rule	Max
CTQ / product parameter priority	Critical-to-quality / customer-critical = 20; Major = 14; Minor = 8.	20
Process capability gap	Cpk <1.00 = 15; 1.00–1.32 = 10; 1.33–1.66 = 4; ≥1.67 = 0.	15
Current MSA evidence + Historical GRR	Failed MSA or GRR >30% = 20; MSA Due = 16; conditional GRR >10% = 14; Overdue/Blocked = 12; Due Soon = 6; accepted/currently valid = 0.	20
MIW Quality / PED / Operations feedback	Feedback from 3 functions = 10; 2 functions = 8; 1 function = 5; none = 0.	10
Tolerance and sensitivity risk	Tolerance risk up to 8 points; instrument sensitivity up to 7 points.	15
Usage / context change	Operator/range/part/location/repair/high-usage change = 10; no major change = 4.	10
Dependency readiness	No blocker = 10; one dependency = 6; two dependencies = 3; three or more = 0.	10

4. Workflow Routing Rules

Action selection

Condition	Workflow
MSA Due / Due Soon / Overdue	Plan Study
Failed MSA or GRR >30%	CAPA / Re-study
Conditional GRR >10%	Review / Re-study
Calibration/master/sample/operator/CAPA blocker	Fix Dependency

5. Governance Rules

Audit readiness

Governance Control	Rule
Reviewer approval	Draft studies must be approved before execution.
Version lock	Approved study scope, sample plan and acceptance criteria are locked.
Evidence traceability	Selection reason, score breakdown, matrix source and dependencies are retained.
Modification control	Changes after approval require modification request and re-approval.

MSA Applicability Configuration

Gauge / Instrument / Equipment matrix

Configure which MSA studies are applicable for each item type. These rules feed the Study Creation view and control the recommended MSA study, sample plan and acceptance criteria.

Configured Item Types

0 rules

Edit Applicability Rule

Select a row or add new

Applicable MSA Studies

Recommended Study Label

Sample Plan

Acceptance Criteria

Status

Applicability Note

Select or edit a rule to preview the study recommendation.

Selection Evidence Preview

Audit-ready justification

Each planned gauge carries the reason why it was selected, the rule that selected it, the required study type, the blocking dependencies, and the risk score. This makes the planner defensible during customer or IATF audits.

Evidence Item	Status
Gauge master and active production usage	Linked
Location / line / process mapping	Linked
Critical characteristic mapping	Linked
Gauge family + range policy	Linked
Calibration dependency	3 blockers
MSA approval evidence	Gaps found

Export Pack

Planner output

Export includes: selected gauge queue, priority score trace, required study type, dependency blockers, owners, planned week, and audit justification.

MSA Planner Dashboard

MSA Planning Queue

Planner Selection Breakdown

By Gauge Family

By Location

By Study Type

Base MSA Study Creation

1. Gauge / Instrument / Equipment Selection

2. Location / Organisation Scope

3. Process / Characteristic Scope

4. MSA Study Definition

5. Matrix Recommendation Summary

6. Dependency / Readiness Check

Created Study Drafts

MSA Approval / Modification Workflow

1. Draft Created

2. Submitted for Review

3. Modification Required

4. Approved / Released

Reviewer Queue

Approval Decision Panel

Cp / Cpk Context for MSA Planning

Capability-Linked Gauge Queue

Planner Action

Action Context

Recommended Workflow

Required Inputs / Evidence

Linked Score Rationale

Workflow Step Detail

Editable Step Form

Completion Checklist

Output / Evidence & Acknowledgement Inputs

Linked Context

Planner Priority Score Drill-down

Study / Gauge Summary

Recommended Workflow

Dependency Blockers

Planner Rules

1. Selection Trigger Rules

2. MSA Applicability Rule

3. Planner Priority Score Master

4. Workflow Routing Rules

5. Governance Rules

MSA Applicability Configuration

Configured Item Types

Edit Applicability Rule

Applicable MSA Studies

Selection Evidence Preview

Export Pack