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Plan an Improvement

How do I plan an Improvement?

Only people with who can edit an Improvement can plan it.

  • Open the Improvement you want to plan.



  • Click  in the Improvement's action bar.

In the resulting window:



  • You are required to enter a reason for planning the Improvement.

  • You may enter a start date - the date the Improvement will automatically become active. 

  • If you enter a start date, you must enter a due date.

  • If you have the right permissions to assign this Improvement, you will also see the Responsible field. You can assign the Improvement to the right person.

 

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