- 1. Create a new improvement role
- 2. Overview the list of improvement roles
- 3. Modify the improvement role
- 4. Manage expected levels for improvement roles
Improvement roles
1. Create a new improvement role
A new improvement role can be created and described within the "New role" pop-up
Click on the Improvement roles widget to proceed to the main page.
On the main page, click on the button "New role" to open the pop-up.
In the pop-up "New role", fill in all mandatory fields with a desired data and click on the button "Save".
In the notification pop-up, click on the button "Yes" to insert a new improvement role.
In the notification pop-up "Success", click on the button "Ok" to confirm that new improvement role has been created successfully.
A new improvement role will appear in the main page.
Improvement roles
2. Overview the list of improvement roles
All improvement roles can be viewed in the main page table together with the detailed information containing the number of people involved in them. Moreover, the data can be filtered.
Click on the Improvement roles widget to proceed to the main page.
The main page shows the list of improvement roles with detailed information containing the number of people involved in them.
Improvement roles can be ordered. Click on the header column "Role name" to order improvement roles by their name.
Improvement roles can be filtered. Click on the "Role name" filter field and fill field with desired role name. Click on the button "Apply".
A list of improvement roles with the corresponding data will appear in the table.
Improvement roles
3. Modify the improvement role
Improvement roles can be modified or deleted if necessary.
Click on the Improvement roles widget to proceed to the main page.
The main page shows the list of improvement roles with detailed information containing the number of people involved in them.
In the main table select the desired improvement role and click on the delete button (trash icon) to delete the desired improvement role.
In the notification pop-up, click on the button "Yes" to remove the desired improvement role.
The improvement role will disappear from the main table.
Select the desired improvement role and click on the detail (lens icon) to proceed to the detail page.
Select the "Details" tab.
On the tab Details, click on the "Role name" and modify the improvement role name and click on the "Description" field and fill the description. Click on the button "Save" to apply new settings.
The notification pop-up appears. Click on the button "Yes" to save changes.
The improvement role with the corresponding data will appear in the table.
Improvement roles
4. Manage expected levels for improvement roles
Expected levels associated with improvement roles can be managed in the way one needs to assign or modify an expected level for a tool used in an improvement method. Besides, data in the tab table can be filtered.
Click on the Improvement roles widget to proceed to the main page.
Select the desired improvement role name and click on the detail (lens icon) to proceed to the detail page.
Select the "Requirements" tab.
This tab lists all tools used in an improvement method associated with the selected role.
Requirements can be filtered. Click on the "Method" filter field to open a drop-down menu and select the desired option. Click on the button "Apply".
A list of tools used in an improvement method with the corresponding data will appear in the table on the Requirements tab.
On the table in the colum name "Expected level" select the desired expected level and expected level for that tool will be automatically updated.
In the notification pop-up "Success", click on the button "Ok" to confirm that expected level was successfully updated.
A list of improvement roles with the corresponding data will appear in the table on the Requirements tab.