When a Best Practice is created, it collects information through various fields as per requirement.
This information is stored in all Best Practices, available to see through the dashboard.
After a Best Practice is submitted into the database, the information entered can be edited according to need as a Best Practice proceeds further.
Useful Tips!
The properties information inside a best practice is only editable is the editable state of the best practice is NotApproved.
Once a best practice is approved, it points to the fact that the information inside the best practice is effective and would yeild the same results when applied to that particular department, pillar or process. Therefore, after approval a user cannot edit a best practice’s properties information.
The attached information, however, can be edited!
The state of a best practice can be known in the dashboard.
Useful Tips!
Before you go ahead and edit information in a Best Practice, make sure it is not in the Approved state!
There are two scopes in which the information can be edited:
Properties Information
Information entered while creating a new Best Practice.
This scope covers the fields which are used to collect information when creating a best practice.
Need help?
This can be edited via the side window & the details field in the Best Practice detail view.
Attached Information
Information that is attached to a Best Practice after creation.
This scope covers the information or data that is attached to a Best Practice after creation.
Need help?
This can be edited using the side window & implementation field in Best Practice detail view.
The steps to editing for both scopes are mentioned below!
Editing Properties Information in a Kaizen
Editing Properties Information in a Kaizen
Editing Attached Information in a Kaizen
Editing Attached Information in a Kaizen
All of the property information can be edited via a dropdown menu except one, Due Date.
Change in due date is a critical decision that requires additional information and approval as well.
Therefore, if a user wishes to change the due date of a Best Practice, the process will be directed towards another window which will collect the require information.
Go to the end to learn more about it!
Congratulations! We have successfully learned how to edit information in your Best Practice!
Dive further to learn about editing the due date in a Best Practice!