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Choose how to attach information to a Best Practice

Choose how to add files, sketches, photos or web links to a Best Practice to support its implementation.

Written by Angad Singh

After you create a Best Practice, you can attach information to it to support its implementation. This lets people add input at every phase.

Steps

1. Open the Best Practice you want to attach information to, in the side window or in the detail view. For help, see Open an existing Best Practice.

2. Choose one of the four ways to add information:

Attach

Attach a file of any format.

Sketch

Add an explanatory sketch.

Photo

Add a photo using your device camera, with or without a sketch.

Web URL

Add an informative web article or resource.

Good to know

  • You can add information from either the side window or the detail view.

  • The drag & drop box is a quick way to add files, photos and sketches. See Use the drag-and-drop box in a Best Practice.

  • Images you add to a description text editor are automatically included in the Attachments section, so all related files are kept in one place.

  • In the detail view, the Link button lets you link a Best Practice to related records. LeanSuite supports linking between Suggestions, Tags, Kaizens, Best Practices and EWOs.


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