Powered by Temper

Activate or assign a planned or deferred Improvement

How do I activate a planned or deferred Improvement?

 

If the Improvement has been assigned but is planned or deferred, you'll need to activate it. To do so, open the Improvement you want to activate, then:

  • Click 2017-08-31_1440.png in the action bar.

  • In the resulting window, confirm that the team and due date are correct, and then click 2017-08-31_1441.png.

If the Improvement has not been assigned and is planned or deferred, you'll need to assign it. To do so, open the Improvement you want to activate, then:

  • Click 2017-08-31_1443.png in the action bar.

  • In the resulting window:

    • Enter the name of the person who should be made responsible for implementing this Improvement in the "Responsible" field.

    • Enter the date by which this Improvement should be completed in the "Due Date" field.

    • Configure the rest of the team as appropriate, and fill out any pertinent fields or Attributes. NOTE: If none are available, your organization has not configured fields or Attributes to show up on this screen.

    • Click 2017-08-31_1444.png

Only people with the "Assign" permissions for Improvements in that Location can Assign an Improvement.

 

 

Have more questions? Submit a request