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Item Curve Report

The Item Curve Report lets you track your submission and completion rates to assess the growth of your improvement culture over time. Look for trends such as changes in slope and divergence to identify potential bottlenecks.

ItemCurveReport.jpg

Working with the Report

  • "Create", “Start”, and "Complete" buttons are displayed near the top of the Report. They are displayed on the Report by default, but you can click either of them to add or remove them from the Report.

  • The date range options are listed along the top of the page. Choose between 1 week, 1 month, 3 months, 6 months, 9 months, 12 months, all time, or a custom range by clicking on the corresponding option.

  • Beneath the date range options are the different types of workflows. Choose from “Projects”, “Improvements”, “Tasks”, “Charts”, and “Incidents.” All workflows are displayed on the Report by default, but you can click any of the workflows to specify which workflows you want to include on the Report.

NOTE: Incidents will only be available for organizations using the Incident Module.

  • Beneath the workflow options are three additional options:

    • Click "All" to include all Items where the start date of the report is the first date that had data.

    • Click "Project-Based" to include only Items that meet the rest of the requirements and are nested under a Project.

    • Click "Stand-Alone" to include only Items that meet the rest of the requirements and are not nested under another Item.

  • Your Network is visualized in the Location Panel along the left side of the page. Use this to filter the Report by Location - only items tied to the selected Locations will be included in the Report.

  • Click Advanced_filter.png near the top of the Report to open the advanced item filter.

  • There are four icons in the bottom right corner of the Report that show how the Items included in the Report were submitted:


    • SubmitBrowser.png - How many Items were submitted via the Browser App.

    • SubmitMobile.png - How many Items were submitted via the Mobile App.

    • SubmitEmail.png - How many Items were submitted via Email.

    • SubmitKiosk.png - How many Items were submitted via Kiosk.

 

Target Line

NOTE: Target line will only appear when viewing “Improvements” on the Item Curve Report.

You can add a target line to the Item Curve Report so that you can make sure your organization’s improvement efforts are meeting your goals.


The target line is based on the annual target rate calculated by multiplying the annual submission target by the number of Full Access and Capture users in that Location divided by the unit of time chosen for the Report. You can set a different target rate for each Location. If no Location is selected, then the target line is for the organization as a whole.  


NOTE: The target line will not be displayed for any Location curve with a starting date before April 8, 2017 or for the entire organization curve with a starting date before June 14, 2016. You’ll need to select a date range after those dates to see the line.


To add a target line:


  • If you want to add a target line to a specific Location, choose that Location from the Location Panel along the left side of the Report.

  • Click Wheelicon.png near the top of the Report.

ItemCurveGoalLine.jpg

  • In the resulting window, enter the annual submission target. This is the number of Improvements you want each user to submit on average.

    So for instance, if your Location has 100 people and the annual rate is 2 Improvements per person per year, then the target line would start at 0 and end at 200 12 months later.

  • Click Save.png.

Things to look out for:

  • A high slope of submissions and completions indicates a health improvement culture.

  • An inflection point in the slope of submission and completion usually reflects a change in leadership behaviors or improvement processes.

  • A low slope of submissions and completions is a warning sign of an unhealthy improvement culture.

Bottleneck Alert

If you have more Items being submitted than being completed, you have divergence. This risks slowing down your improvement efforts, decreasing engagement, and ultimately damaging your improvement culture.

Solutions:

  • Make sure leaders are promptly assigning new Items.

  • Make sure people are completing the Items they’ve been assigned.

 



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