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Create a Chart

How do I create a new Chart?

If you want to create a new Chart, click 2018-02-23_1405.png at the top of the screen.

All of your organization’s templates will be listed in the resulting drop-down menu, with the workflow denoted by the icon alongside its name:

  • 2018-03-27_0610_003.png - An Improvement template or a grouping of Improvement templates.

  • 2018-03-27_0610_002.png - An Incident template or a grouping of Incident templates.

  • 2018-03-27_0610_001.png - A Project template or a grouping of Project templates.

  • 2018-03-27_0610_004.png - A Task template or a grouping of Task templates.

  • 2018-03-27_0610.png - A Chart template or a grouping of Chart templates.

Hover over the name of the template you want to use to create your new Chart, then click the kind of Chart you want to create - Bar/Line, Bowling, Pareto, or Threshold.

In the resulting window, create your new Chart:

  • Enter any required or optional fields and Attributes. The available fields and Attributes - as well as their optional/required status - is dependent on your organization's settings.

  • (**Optional**) Enter the name or ID number of the item under which you want to nest this Chart in the "Parent" field. A Chart can be nested under a Project, Improvement, Incident, or another Chart. If you do not nest the Chart under another item, it will be a stand-alone item.

  • (**Optional**) Check the box next to "Make Private" to restrict access to this Chart to only the people on its team. Leave this box unchecked to give access to anyone with the "View" permission for Charts in this Location.

  • Open the Status & Team section to choose the status into which this Chart should be entered, its team, and its Locations.

    • Click the status you want this Chart to enter after submission. The status you pick may trigger the appearance of certain required and optional fields. 

      If you pick:

      • New - You will not be required to enter any additional information.

      • Planned - You can choose between:

        • Decide Later - An optional "Due Date" field will appear.

        • Specific Date - A required "Start Date" and optional "Due Date" field will appear.

        • Dependant On - Several required fields surrounding when this item should activate and an optional "Days to Complete" field will appear.

          NOTE: If all the items you enter in the “Completion Of” or "Start Of" field are already completed, this Chart will enter the Active status rather than the Planned status.

      • Active - An optional "Due Date" field will appear. The start date will be automatically be listed as the current date.

      • Deferred - A required "Review By Date" field will appear.

    • Add the appropriate Authors and Followers to the field of the corresponding name.

    • Add the Locations involved with this Chart in the "Location(s)" field. By default, this Location will be populated with the Locations of the Chart's Authors.
  • When you're satisfied with your Chart's details, click 2017-12-27_1452_001.png.


When you're ready to edit the Chart's data, check out one of these support pages:


Have more questions? Submit a request