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Review an Improvement

When you resolve an Improvement, you have the option of scheduling a review of the Improvement for a future date - recorded as the "Review On" date.

This is useful for when you want a reminder to check in on an Improvement after it has been in place for a while so that, for example, you can make sure that everything is still working as well as expected. If things aren't going as well as you'd hoped, you might then consider reopening the Improvement to see what changes can be made to get things back on track.

 

Who gets notified when it's time to review the Improvement?

When the review date rolls around, the Improvement's Assigner will be notified that it's time to review the Improvement.

This alert will be displayed to them on the Improvement itself, on their Notifications & Updates window, and will be included in their next digest email.

 

How do I review the Improvement?

Open the Improvement you want to review:

  • Click  in the action bar.

  • Click  in the resulting drop-down menu.

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In the resulting window:

  • Review the Resolution and make any necessary changes.

  • Update the "Review On" date, or click "No" next to "Review in the future?" if you don't need to review the Improvement again.

  • When you're happy with the Resolution, click .

 

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