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Create a Time Savings Person or a folder

The Admin area is only accessible by administrators; only Quality Administrators can perform the functions detailed on this support page.

 

How do I create a new Time Savings Person?

Navigate to the "Time Savings People" admin page, then:

If you want to create a new Time Savings Person and have it automatically placed in a folder:

  • Click on the folder's name so that it is highlighted blue.

  • Click 2018-04-11_1415.png in the top right corner of the "Time Savings People" page.

  • In the resulting drop-down menu, click 2018-04-11_1634.png.

Create_Person_under_folder.jpg



If you want to create a new Time Savings Person without having it automatically placed in a folder:

  • Click 2018-04-11_1415.png in the top right corner of the "Time Savings People" page.

  • In the resulting drop-down menu, click 2018-04-11_1634.png.

Create_Person.jpg

 

In the resulting window:

  • Enter the name of the Time Savings Person in the "Name" field.

  • (**Optional**) Add a description in the "Description" field. This description will appear if you hover over this Time Savings Person when resolving an Improvement.

  • (**Optional**) We strongly recommend that you enter the estimated hourly rate for this Time Savings Person in the “Rate” field so that, when an Improvement is marked as having saved this kind of person time, the system can calculate how much that time is worth monetarily.

  • If your organization has multiple currencies in place with the Advanced ROI module, choose which currency this type of person uses.

  • If you want this Time Savings Person to be the default type, check the box next to “Default.” If you do so, when someone records that their Improvement had a time savings impact, this type of person will be filled in by default, although the user can change it to another type of person if necessary.

  • To help us accurately calculate the soft savings of any recorded time savings, enter how many hours a day, days per week, and weeks per year the average person of this type works in the “Hours/Day,” “Days/Week,” and “Weeks/Year” fields, respectively.

  • Click 2018-04-11_1420.png.

 

How do I create a new Time Savings People folder?

 

  • Click 2018-04-11_1415.png in the top right corner of the "Time Savings People" page.

  • In the resulting drop-down menu, click 2018-04-11_1432.png.

Create_Folder.jpg


In the resulting window:

  • Enter the name of the folder.

  • (**Optional**) Add a description. This description will appear when you hover over this folder when resolving an Improvement. 

  • Click 2018-04-11_1420.png.

 

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