1. Shewhart Charts Tutorial Tuesday, June 18 th 2013

2. Software – P Chart Demo Step 1. Type in Data Column A – time period Column B – numerator Column C - denominator

3. QI Charts Software – P Chart Demo Step 2. Under Add-Ins, click New Control Chart

4. QI Charts Software – P Chart Demo Step 3. Under Type of Chart – Select P Chart For Data Range – While Cursor is Flashing, Take Mouse and Highlight All you Data include Row 2 (Headers) but not Row 1 Click First Row Contains Headers Click Next

5. QI Charts Software – P Chart Demo Step 4. Index Column – choose Months (this is subgroups along the bottom) X Values – choose Patients Returned (this is your numerator) N Values – choose # of Surgeries (this is your denominator or “N”) Click Next

6. QI Charts Software – P Chart Demo Step 5. Format in Excel For this chart you will need to change the X axis Double Click on X axis – change the maximum from 1.0 (100%) to.05 (5%)

7. QI Macros Software – P Chart Demo Step 1. Type in Data Column A – time period Column B – numerator Column C - denominator

8. QI Macros Software – P Chart Demo Step 2. Highlight your data with your mouse Include Row 2 (Headers) but not Row 1

9. QI Macros Software – P Chart Demo Step 3. Find QI Macros tab Choose Control Charts (SPC), not “SPC Charts” and not “Control Chart Wizard” Select p chart

10. QI Macros Software – P Chart Demo Step 4. Enter the title of your chart and click OK Enter a title for the x axis (in this case 'Months') and click OK Enter a title for the y axis (in this case 'Patients Returned) and click OK

11. QI Macros Software – P Chart Demo Step 5. QI Macros does calculations – adds data in new worksheets Displays finished chart

12. Practice 1. Construct Chart 2.Interpret Chart – plain language 3. Format X axis and titles P Chart Oncology Appointments C Chart Complaints U Chart Interruptions I Chart Waste Part 1 I Chart Waste Part 2 X bar S LOS ^ X bar S LOS2* Test Time – choose the type of chart Number of cancelled surgeries per day – choose they type of chart Patients with Med Rec – choose the type of chart Diabetes – choose the type of chart and choose the right data

13. Check-in

14. QI Charts – I chart

15. Check-in

16. QI Macros – I chart

18. The bottom chart is a moving range chart Optional Shows how the distance between points is changing over time

19. Red points in QI Macros Red means a violation of rules (evidence of SCV), but it is based on a different set of rules To change rules (for this worksheet) see next slide

20. 2 options:

21. Practice part 2 – some set up P Chart Oncology Appointments C Chart Complaints U Chart Interruptions I Chart Waste Part 1 I Chart Waste Part 2 – update limits X bar S LOS ^ X bar S LOS2* Test Time – choose the type of chart Number of cancelled surgeries per day – choose they type of chart Patients with Med Rec – choose the type of chart Diabetes – choose the type of chart and choose the right data

22. Revising (Updating) Limits

23. QI Charts – click on chart - select Edit Chart Phases - replicate as below

24. QI Macros – click on data point where you want limits to change - QI Macros Chart tab - Select Show Process Change

25. QI Macros - Calculations needed for Xbar and S For an Xbar and S chart - you need to calculate the following in Excel before you make the control chart: -the average -the count (N) -the standard deviation

27. Xbar and S charts The bottom chart is optional It shows how the variation (within each time period) is changing over time In June, there appears to be more variation within that month – but it is not Special Cause – so we could say that the variation between each month is stable

28. Practice part 2 P Chart Oncology Appointments C Chart Complaints U Chart Interruptions I Chart Waste Part 1 I Chart Waste Part 2 – update limits X bar S LOS ^ X bar S LOS2* Test Time – choose the type of chart Number of cancelled surgeries per day – choose they type of chart Patients with Med Rec – choose the type of chart Diabetes – choose the type of chart and choose the right data 1. Construct Chart 2.Interpret Chart – plain language 3. Format X axis and titles 4. Revise Limits ^ if using QI charts – the calculations were done for you, for illustrative purposes. *if using QI charts – need to do some calculations first

29. Check-in

30. Practice part 3 P Chart Oncology Appointments C Chart Complaints U Chart Interruptions I Chart Waste Part 1 I Chart Waste Part 2 X bar S LOS ^ X bar S LOS2* Test Time – choose the type of chart Number of cancelled surgeries per day – choose they type of chart Patients with Med Rec – choose the type of chart Diabetes – choose the type of chart and choose the right data 1. Choose the right type of chart 2.Interpret Chart – plain language 3. Format X axis and titles 4. Revise Limits

31. Debrief Trouble spots. Type of charts? Revising limits? Others? Table Debrief: 1.One thing you are confident doing 2.One thing you need more practice with 3.One person/group you can talk to about using SPC in your organization’s work