You can attach a file of any format to a Kaizen, for example a report, spreadsheet or drawing. You can do this from the Kaizen side window or from the Kaizen detail view. The steps are the same in both.
Watch the video walkthrough
Watch the video walkthrough (runtime 1:33).
Add a file
Open the Kaizen you want to add a file to, in either the side window or the detail view.
Choose the Attach option.
Select the file from your device and add it to the Kaizen, as shown in the video walkthrough.
Good to know
Other ways to add information to a Kaizen are Sketch, Photo and Web URL. See How to attach information & data to a Kaizen.
Uploaded files can be used by the RCA Agent (Run RCA Analysis) on the project toolbar, together with the Kaizen's fields and linked documents, to draft a 5 Whys, 4M1D and fishbone analysis.
To link another LeanSuite record (for example an EWO) or an external link instead of uploading a file, use Link Docs.