Tool Setter Templates

Tool Setter Templates

There is a huge number of templates that someone in the Tool Setter role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Tool Setter. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Production Schedule
2. Quality Control Checklist
3. Inventory Management Spreadsheet
4. Machine Maintenance Log
5. Work Order Template
6. Tooling Change Request Form
7. Production Report
8. Safety Incident Report
9. Training Attendance Sheet
10. Shift Schedule

Reports

Reports are often prepared by a Tool Setter to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Production Efficiency Report
2. Machine Downtime Report
3. Quality Control Report
4. Inventory Management Report
5. Scrap and Waste Report
6. Maintenance and Repair Report
7. Tooling Utilization Report
8. Production Cost Analysis Report
9. Employee Performance Report
10. Safety and Compliance Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Tool Setter does and how they do it.

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Presentations

Tool Setter presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Production Report
2. Quality Control Analysis
3. Machine Efficiency Dashboard
4. Safety Training Presentation
5. New Tool Introduction

Legal Docs

There are several key times when a Tool Setter needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Purchase Order Template
4. Safety Policy Template
5. Equipment Maintenance Log Template

Health & Safety Templates

Health & Safety templates for a Tool Setter ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Hazard Identification Template
4. Training Attendance Record Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Tool Setter calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Production Schedule Calendar
2. Maintenance Calendar
3. Training Calendar
4. Quality Control Calendar
5. Inventory Management Calendar

Invoice Templates

Several types of Tool Setter invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Production Invoice: This invoice is used to bill for the production of tools and equipment. It includes the cost of materials, labor, and any other expenses incurred during the production process.

2. Maintenance Invoice: This invoice is used to bill for maintenance services provided to manufacturing equipment. It includes the cost of labor, replacement parts, and any other expenses incurred during the maintenance process.

3. Repair Invoice: This invoice is used to bill for repair services provided to manufacturing equipment. It includes the cost of labor, replacement parts, and any other expenses incurred during the repair process.

4. Tooling Invoice: This invoice is used to bill for the creation of new tooling and equipment. It includes the cost of materials, labor, and any other expenses incurred during the tooling process.

5. Shipping Invoice: This invoice is used to bill for shipping and handling services provided to customers. It includes the cost of shipping, packaging, and any other expenses incurred during the shipping process

Survey Templates

For a Tool Setter to get insights related to the work they do, they need to send out Tool Setter surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Satisfaction Survey
2. Product Quality Feedback Survey
3. Safety and Compliance Assessment Survey
4. Training Needs Assessment Survey
5. Process Improvement Suggestions Survey

Meeting Agendas

Having premade Tool Setter meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Production Planning Meeting
2. Quality Control Meeting
3. Safety Meeting
4. Continuous Improvement Meeting
5. Team Performance Review Meeting

Budget Templates

To manage finances well, a Tool Setter would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Monthly Income Budget Template
3. Savings Budget Template
4. Debt Repayment Budget Template
5. Investment Budget Template

Dashboards

Dashboards are a useful way for a Tool Setter to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Production Efficiency Dashboard
2. Quality Control Dashboard
3. Machine Downtime Dashboard
4. Inventory Management Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Tool Setter needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Production Efficiency Improvement Proposal
2. Equipment Maintenance and Upgrades Proposal
3. Cost Reduction and Waste Management Proposal
4. Employee Training and Development Proposal
5. Quality Control and Process Improvement Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Tool Setter templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.