Lead Times

Track changes to the total time spent from receiving an order to delivering an item.

The Advanced ROI Module allows you to record not just the time saved in terms of people affected, but the time saved from order to delivery — Lead Time impacts.

Who can manage your organization's Lead Time impacts?

Anyone with the "Quality Administrator" permission can:

• Create a new Lead Time or folder
• Edit an existing Lead Time or folder
• Delete an existing Lead Time or folder

Create a new Lead Time or folder

Lead Time folder

Folders are used to organize the list of Lead Times. Any number of Lead Times can be nested under a folder, but a folder can not be nested under another folder.

To create a new folder, navigate to the Admin area and click Lead Time. The "Lead Time" administration page will open. 

• Click Add.
• Click Create Folder in the resulting drop-down menu and the "Create Folder" window will open.
  • Name (required): The name will be used to identify this folder.
  • Description: Enter an optional description in this field. The description will appear when hovering over this folder's name.
  • Locations: Use this field to search for and select any Locations which should have access to this folder. Only users in the selected Locations will be able to see this folder when logging an Item's impact.
  • Click Save.
• Click and drag the folder into the proper position on the list of Lead Times if necessary.

Lead Time

To create a new Lead Time, navigate to the Admin area and click Lead Time. The "Lead Time" administration page will open.

• Click Add.
• Click Create Lead Time in the resulting drop-down menu and the "Create Lead Time" window will open.
  
  • Name (required): The name will be used to identify this Lead Time.
  • Description: Enter an optional description in this field. The description will appear when hovering over this Lead Time's name.
  • Rate: Enter the estimated hourly rate for this Lead Time so that the system can calculate the financial impact of each recorded Lead Time impact.
  • Currency: Expand the drop-down to select the currency that should be used by this Lead  Time. This option will only appear if your organization has multiple currencies enabled.
  • The Default checkbox: When enabled, each time someone records that their Item resulted in a Lead Time impact, this particular Lead Time will be selected for them automatically. They will still be able to change it to another Lead Time if necessary.
    
    There can only be one default Lead Time.
  • Locations: Use this field to search for and select any Locations which should have access to this Lead Time. Only users in the selected Locations will be able to select this Lead Time when logging an Item's impact.
  • Under the Advanced header:
    
    • Hours/Day: Enter the number of hours per day this process runs.
    • Days/Week: Enter the number of days per week this process runs.
    • Weeks/Year: Enter the number of weeks per year this process runs.
    • This information will let the system more accurately calculate the time saved by any recorded Lead Time impacts.
  • Click Save.
• Click and drag the Lead Time into the proper position on the list or into (or out of) a folder if necessary.

Edit a Lead Time or folder

Lead Time folder

To edit a folder, navigate to the Admin area and click Lead Time. The "Lead Time" administration page will open. 

• Hover over the folder you want to edit so that it's highlighted in blue.
• Click the pencil icon that appears to its right and the "Edit Types" window will open.
  
  • Edit the folder's information as described above.
  • Click Save.
• Click and drag the folder into the proper position on the list of Lead Times if necessary.

Lead Time

To edit a Lead Time, navigate to the Admin area and click Lead Time. The "Lead Time" administration page will open. 

• Hover over the Lead Time you want to edit so that it's highlighted in blue. If the Lead Time is nested under a folder, you may first need to click the triangle icon to the left of the folder name to expand it.
• Click the pencil icon that appears to the right of the Lead Time and the "Edit Lead Time" window will open.
  
  • Edit the Lead Time's information as described above.
  • Click Save.
• Click and drag the Lead Time into the proper position on the list if necessary.

Delete a Lead Time or folder

To delete a Lead Time or folder, navigate to the Admin area and click Lead Time. The "Lead Time" administration page will open. 

• Hover over the Lead Time or folder you want to delete so that it's highlighted in blue. If the Lead  Time is nested under a folder, you may first need to click the triangle icon to the left of the folder name to expand it.
• Click the x button that appears to the right of the Lead Time.
• Click Delete.