Tools (also called skills) are the improvement methods your facility uses to tackle losses. You create them in Tool Management, then attach them to loss types and track how often they are used in Kaizens. This article shows you how to add a new tool.
Watch the video walkthrough (runtime 1:19).
Step 1: Open Tool Management
Go to the Tool Management dashboard in Kaizen Settings. For help, see What is tool management in Kaizen?
Step 2: Click Add Tools
Click the Add Tools button at the top right.
Step 3: Fill in the tool details
The Add Tool window opens with fields that describe the new tool.
The Add Tool window has six fields:
Tool Name
Enter the name of the tool.
Description
Enter a description of the tool. This helps other users understand the tool before they add it to a loss type.
Pillar
Select the pillar the tool belongs to from the drop-down menu.
Note: The pillar options depend on the pillars set up for your facility during the initial setup.
Type
Choose one of four options: Managerial, Safety, Technical or WCM.
Level
Choose one of three options: Preventative, Proactive or Reactive.
Phase
Choose one of three options: Basic, Intermediate or Advanced.
Step 4: Submit
When you have filled in all the fields, click Submit. A green pop-up confirms that the tool was created.
New tools are added at the end of the list, so page through the Tool Management dashboard to find and check your new tool.
Tracking tool usage
Once a tool exists, you can:
Attach it to a loss type: see How to add default tools or skills to a loss type in Kaizen setting?
Record how often it is used in a Kaizen, in the Kaizen's Tool section, and export the usage count: see How to export a .csv file for tool or skill usage count on the Kaizen project?
Edit or delete it: see How to edit a tool or a skill in Kaizen?
