Check out the Video Guide for a step-by-step walkthrough and detailed insights.
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Step 1
Navigate to the Tool Management Dashboard.
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Step 2
Click on the Add Tools button on the top right corner.
Step 3
A new Add Tool window will show up with various information fields that collect data about the new tool being created.
There are 6 information fields in the Add Tool Window:
Field Name
Field Dropdown Options
Tool Name
This field let’s a user enter the name of the tool.
Description
This field let’s a user enter the description of a tool. This can help the other users in the ecosystem to know what more about a tool before adding it to a loss type.
Pillar
This field provides a dropdown menu with various options to select which pillar is specific to the tool being created.
Useful Facts!
The number of options available in the pillar dropdown menu depends upon the pillars created in the facility in the one time initial setup.
Type
This field provides a dropdown with four options to chose from namely, Managerial, Safety, Technical & WCM.
Level
This field provides three options to chose from namely, Preventative, Proactive, Reactive.
Phase
This field provides three options to chose from namely, Basic, Intermediate & Advanced.
Enter the information in the fields as per your preference.
Step 4
Once you have entered information in all the fields, click on submit. A green colored pop up confirm the submission of your new Tool.
Confirm the addition of the new tool in the tool management dashboard by going through the pages since the new tools are added at the end of the list.
Congratulations! We have successfully learned how to add a new tool in Kaizen!
Now that we know how to create a new tool, let’s move ahead and learn how to edit any tool in kaizen!