Edit a Time Savings Person to add new information and details as needed.
Suppose one of your employees comes up with an idea that saves them 5 hours a month. That’s great, but wouldn’t it be even better to know how much money that time was worth? These soft savings can be calculated based on a list of your employees—your Time Savings People—and the estimated hourly rate of each position.
With this information, when someone resolves an Item with a Time Savings Impact, you know not only how much time was saved, but how much money was saved as well.
Time Savings People can be grouped under Folders for organizational purposes. These groupings will be represented in the Person drop-down when adding a Time Savings Impact to an Item's Resolution.
Who can edit a Time Savings Person or Folder?
Anyone with the "Quality Administrator" permission can edit a Time Savings Person or Folder.
People with other Administrator permissions may be able to access the Time Savings People Administration page, but will not be able to make changes to it.
Edit a Time Savings Person or Folder
To edit a Time Savings Person or Folder, navigate to the Time Savings People administration page, then:
- Hover over the Time Savings Person or Folder you want to edit so that it's highlighted blue, then click the pencil icon that appears to its right.
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- If editing a Folder, the Edit Folder window will open. Update the following information as necessary:
- Name (required): The name will be used to identify this Folder.
- Description: Enter an optional description in this field.
- Locations: Use this field to search for and select the appropriate Locations for this Folder. The selected Locations will be implicitly inherited by any Locations nested under this Folder.
- Click Save.
- If editing a Time Savings Person, the Edit Time Savings Person window will open. Update the following information as necessary:
- Name (required): The name will be used to identify this Time Savings Person.
- Description: Enter an optional description in this field. The description will appear when hovering over the Time Savings Person's name in the list of Time Savings People.
- Rate: Enter the estimated hourly rate for this Time Savings Person. This value will be used to calculate the financial impact of any time saved for this type of person.
- Currency: This option is only available if your organization has the Advanced ROI module enabled and is using multiple currencies. Expand the drop-down to select the currency that this type of person uses.
- The Default checkbox: When this checkbox is enabled, this Time Savings Person will be selected by default whenever someone goes to record a Time Savings Impact, though they will be able to change that selection if necessary.
Only one Time Savings Person can be selected as the default. - Locations: Use this field to search for and select the appropriate Locations for this Folder.
The Location(s) entered here, as well as the Locations entered for the Folder under which this Time Savings Person is nested, if any, will determine for which users and Items this Time Savings Person will be available. When resolving an Item with a Time Savings Impact, a user will only be able to add a Time Savings Person which has no associated Locations or which is in their Location or below or in the Item's Responsible or Originating Locations or below. - The Advanced section:
- Hours/Day: Enter the number of hours per day the average person of this type works. This value will be used to calculate the financial impact of any time saved for this type of person.
- Days/Week: Enter the number of days per week the average person of this type works. This value will be used to calculate the financial impact of any time saved for this type of person.
- Weeks/Year: Enter the number of weeks per year the average person of this type works. This value will be used to calculate the financial impact of any time saved for this type of person.
- Click Save.
- If editing a Folder, the Edit Folder window will open. Update the following information as necessary: