Step 1
Once the Add New window opens up, choose the Kaizen and the nested methodology you wish to make changes to. (“Sample Kaizen methodology” in example picture).
Click on the Drop down arrow on the leftmost side of the methodology to be edited.
Step 2
The drop down menu will open up additional settings that can be modified inside the methodology.
The panel will show three available settings that can be edited. The settings are explained below.
Setting 1
Total Days to due
This lets you add a time period in terms of days that a Kaizen is due.
Setting 2
Workload Threshold
This lets you enter a numeric value relating to the threshold of workload in a Kaizen.
Setting 3
On/Off Toggle Buttons
This setting lets you set a default Kaizen methodology and edit the connection of the previous two settings with the Kaizen.
The two setting are:
Enable Days to Due by Phase
Is Default
By default the settings are locked and not editable unless the Pencil Button on top right (marked in example picture) is clicked to activate editing.
Once the window goes into editing mode, the pencil icon is replaced by a Cross ”X“ iconand you can edit the fields for the methodology.
The two settings under methodology editing open up a further window/sub-dialogue that lets you add a level of detail into the kaizen methodology.
The further details are mentioned below in the expand sections below!
1. Enable Days to Due by phase Option
1. Enable Days to Due by phase Option
Is Default Option
Is Default Option
Step 3
After you have made all the desired changes, click on Save on the bottom right to save the new settings.
Now you can proceed to lock the settings by clicking on the Cross ”X“ icon on the top right corner.
Once you lock the settings the Pencil Icon will reappear and everything will be grayed out, no longer available for editing thereby concluding the process and applying the new settings.
Congratulations, you have successfully edited methodology settings in kaizen type. 😀
Now that we know how to create and edit a Kaizen we can move further towards learning the navigation aspects of a Kaizen.
Once the employees in a company start creating Kaizens, all of them are collected in a database to view from according to the access and rights available to the users. You can navigate into the Kaizen Module through various options to edit, analyze and view the progress of your submitted Kaizen.
Let’s dive into the Navigation of the Kaizen Module!