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Add and remove sections in Best Practice phases

Add sections to a Best Practice phase or remove them in the detail view.

Written by Angad Singh

Add sections to a Best Practice phase, or remove them, to match the work you need to document.

Note: You can add or remove sections only in the Best Practice detail view. The side window only lets you view the phases and their sections.

Select the phase

1. Open the Best Practice you want to change in the detail view. For help, see Open an existing Best Practice.

2. Find the phases in the Implementation section, under the Attach button. The sections are shown directly under the Phases tab. For an overview of this screen, see About the Best Practice detail view.

The selected phase is highlighted in blue (Plan in the example), and its sections are shown below the Phases tab. In the example, three sections are attached to Plan: Team, Target and Tool.

3. Click the phase you want to add a section to. In the example, phase 2 is selected and has no sections yet, so nothing is shown under the Phases tab.

The selected phase is highlighted in blue. You can now add or remove sections.

Add a section

1. Choose the section you want to add to the selected phase.

2. If you don't see it in the list below the Phases tab, click the & More drop-down to see all available sections.

The section appears in the list of sections, and a green pop-up confirms that it was added. You can add several sections this way.

Remove a section

1. Find the section you want to remove in the list of added sections.

2. Click the x icon next to the section.

3. A browser pop-up asks you to confirm. Click OK to remove the section.

Note: If the section you need isn't in the list, a new section can be created. Custom sections for Kaizen methodologies are built in Lean Creator by creating a template with Template Type set to Kaizen. Ask your administrator if you need a new section.


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