The Best Practice detail view shows a Best Practice in full, with three fields displayed at the same time. For help opening it, see Open an existing Best Practice.
Field 1: Implementation
The Implementation field is in the top-left corner and is the first section you see. Its heading is the name of the Best Practice.
It holds the options you use to progress a Best Practice during implementation and to attach information to it. The main options are:
Attach button | Attach a file. See Add a file to a Best Practice |
Link button | Link the Best Practice to related records. LeanSuite supports linking between Suggestions, Tags, Kaizens, Best Practices and EWOs. |
Workflow view | See the workflow attached to the Best Practice. |
Data export (PDF) button | Export the Best Practice as a PDF. See Export data from a Best Practice |
Advance To button | Move the Best Practice to its next stage. See Advance a Best Practice to the next phase |
Share button | Share the Best Practice with other facilities. See Share a Best Practice with other facilities |
Phases and phase sections | The phases of the Best Practice's methodology and the sections in each phase. See About phases and sections in a Best Practice |
Add Link | Attach a web URL. See Add a web URL to a Best Practice |
Drag & drop box | Add files, photos and sketches. See Use the drag-and-drop box in a Best Practice |
Field 2: Details
The Details field is the right-side panel of the detail view. It shows the information entered when the Best Practice was created.
This is the same Details section as in the side window, shown larger. In the detail view, three of the other side window sections move to the left-hand area. See About the Best Practice side window
Field 3: Activity
The Activity field is just below the Implementation field and is smaller than the others. It records activity such as comments and history as the Best Practice progresses. It works as a documentation record of the input, changes and discussion during implementation. See About the activity field in a Best Practice
Good to know
You can use either the side window or the detail view to edit or add to a Best Practice. Choose whichever you prefer.
Both views show the same information. The side window shows it in a smaller scrollable panel, while the detail view uses the full page so you can see everything at once.
Some actions, such as Advance To, Share, PDF export and adding sections to a phase, are only available in the detail view.